Write-Off 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 Write-Off Settings custom setting includes settings for the Accounts Receivable Write-Off process. See Accounts Receivable Write-Off Process for more information.

Key - Checkbox settings describe the selected (true) case.

Field

Description
Write-Off Reason Code The reason code that is selected when running the Write-Off process, this indicates why the Write-Off is being completed. The reason code is displayed on the journal posted after the Write-Off has been completed. The reason code options can be entered separated by a semicolon - ;
Run Parallel

Indicates that the Accounts Receivable Write-Off process can process records in parallel. Enabling parallel processing will result in greater performance improvements. You must only select this checkbox if:

  • Your Balance Configuration setting is Reporting Balances with On Demand Update.
  • You do not have any custom processes that run on the same records at the same time as the selected process.
Scope Size This specifies the number of records that can be processed at one time, by the Write-Off process. The default value is 20.
Use Detailed Monitoring Indicates that process logs, and success and failure counts are generated for each process that is run. The default value is True. If set to False, Simple monitoring is used and process logs and success and failure counts are not generated.
Notes:

You cannot run a process in parallel if you have a custom process that executes for the same documents at the same time as the background process is running.

You must also have updated your Balance Configuration to Mode 2.2 - Reporting Balances with On Demand Update as the update type. For more information, see Accounting Task Launcher: Balance Configuration. To update your Balance Configuration you must have Lightning Experience enabled to access the Accounting Task Launcher.