SECTIONSCollections Plus 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.
| Field | Description |
|---|---|
| Additional Contacts Field Name For SIN |
Stores the name of the field used for additional email addresses that you want to send reminders for. This allows you to send reminders to addresses other than the finance contact or other specified contacts. You must enter the name and relationship in the format RelationshipObject__r.FieldName__c. For example, Account__r.EmailAddress__c. If the field you specify contains more than one email address, these must be separated by commas. |
| Attach Invoices to Reminder Email |
When selected all the invoices for the account are attached to the reminder email. The default is selected. |
| Collections Reminders Limit |
The maximum number of reminders that can be sent at one time using the reminders process. The default value is 5,000. If you encounter platform limits when running this process, try setting this value to 4,000 or lower. |
| Collections Statement Limit |
The maximum number of customer statements that can be sent at one time by the statements process. The default value is 5,000. If you encounter platform limits when running this process, try setting this value to 4,000 or lower. |
| Conga Batch URL Link | The location of the Conga Batch URL. You only need to use this setting if you are using Conga version 8.13 or earlier. You must enter the following value: /apex/APXT_BPM__Conductor_Launch?id={!APXT_BPM__Conductor__c.Id} |
| Conga Dashboard Page | The location of the Conga Dashboard page. You only need to use this setting if you are using Conga Composer v 8.13 or earlier. You must enter the following value: https://conductor.congamerge.com?sessionId={!$Api.Session_ID}&serverUrl={!$Api.Partner_Server_URL_290}&uiscreen=dashboard |
| Detailed Reminder Batch Process Logs |
Indicates that detailed logs are created for each reminder batch job. The default value is true. You can use the detailed logs for troubleshooting errors in the reminders batch process. |
| Detailed Reminder Logs for All Contacts |
Indicates that detailed reminder logs, containing the email body and any attachments, are created for all contacts when sending reminders. The default value is true. If you disable this setting, then detailed reminder logs are only created for the finance contact when you send reminders to multiple contacts on an account. If you do not have a finance contact defined on the account, detailed reminder logs are created for the first collections communication contact. |
| Email Template Folders | Used to filter email templates by folder when creating reminder and statement rules. You can enter multiple folder names, separated by a comma. If you leave this field blank, all email templates are displayed when creating rules. |
| Reminder Batch Scope Size |
The number of emails that are processed in a batch by the Send Email process for reminders. The default value is 50. If you receive errors when sending reminder emails, you can try reducing the batch scope size. |
| Reminder Logs Retention Period (Days) |
Defines the minimum number of days to retain reminder and statement logs before they can be deleted. The default value is 90. |
| Send All Invoices in One Email |
Indicates whether all invoices for an account are included in a single email when sending reminders. A single email is sent to each account for each reminder rule. If you are using Conga Attachments, all attachments are added to a single email. If you enable this setting the following template types are displayed when creating reminder rules:
|
| Send Reminders for Billing Documents | Indicates whether to use billing documents instead of sales invoices in the reminders process. |