Allocation Settings

Some aspects of Accounting are controlled by custom settings. From Setup, click Develop | Custom Settings. You must be signed in with system administrator permissions to perform these tasks. See the Salesforce Help for information on how to maintain custom settings.

The following fields in the Accounting Settings  custom setting are used by allocations.

Accounting Settings
Field Description
Batch size - allocation journal

The number of lines that can be allocated in one batch when generating journals. The default is 2000.

Batch size - allocation transaction The number of lines that can be allocated in one batch when generating transactions. The default is 2000.

The allocation process also uses the following line limits in the Document Line Volume Settings custom setting to determine when to switch to running in batch mode:

  • Manual Journal Line Limit (if generating journals), or
  • Allocation Transaction Batch Lines Limit (if generating transactions)

If the allocation process is running as a scheduled job and these limits are reached, an error will be reported. You must run the allocation manually to avoid this issue.

Note:

When the allocation process is generating transactions, they are posted at the end of every batch (a transaction cannot span more than one batch). Therefore Allocation Transaction Batch Lines Limit will determine the batch size if its value is lower than Batch size - allocation transaction.