OIM – FinancialForce Administration Fields

The name of the default Accounting company. This is used to automatically populate the Company field on the following objects:

• Purchase Order
• Sales Order
• Service Contract

If selected, when you create a vendor account, a matching supplier site is automatically created. When you update an existing vendor account, the related supplier site is automatically updated with the relevant values. For more information, see Accounts to Suppliers.

This is deselected by default.

When selected, if you try to create or update a vendor account that would result in a duplicated supplier site, an error occurs. This only applies when the Sync Accounts to Suppliers field is selected.

This is deselected by default.

When selected, the fields on AP voucher lines required for the integration are validated. If the fields fail the validation, you cannot match the AP voucher.

When deselected, AP vouchers can be matched even if the required fields are not valid.

This applies to the following fields on the AP Voucher Line object:

• General Ledger Account
• Item
• Product

Determines whether payable invoices are automatically created from eligible AP vouchers. The following options are available:

• "Disabled"
• "When Matching the AP Voucher"
• "Custom Criteria"

For more information, see Setting up Automatic Document Creation.

The field on the AP Voucher object used to determine whether a payable invoice is automatically created from an AP voucher as soon as it becomes eligible.

Determines whether payable credit notes are automatically created from eligible AP vouchers. The following options are available:

• "Disabled"
• "When Crediting or Voiding the AP Voucher"
• "Custom Criteria"

For more information, see Setting up Automatic Document Creation.

The field on the AP Voucher Credit object used to determine whether a payable credit note is automatically created from an AP voucher credit as soon as it becomes eligible.

Determines whether sales invoices are automatically created from eligible inventory invoices. The following options are available:

• "Disabled"
• "When Completing the Shipment Related to the Invoice"
• "Custom Criteria"

For more information, see Setting up Automatic Document Creation.

The field on the Invoicing object used to determine whether a sales invoice is automatically created from an inventory invoice as soon as it becomes eligible.

Determines whether sales invoices are automatically created from eligible drop ship invoices. The following options are available:

• "Disabled"
• "When Billing a Drop Ship Sales Order"
• "Custom Criteria"

For more information, see Setting up Automatic Document Creation.

The field on the Invoicing object used to determine whether a sales invoice is automatically created from a drop ship invoice as soon as it becomes eligible.

If selected, tax is auto-calculated for invoices using Avalara as part of the Create Sales Invoices from OIM Invoices scheduled job. Tax is calculated before the sales invoices are created and the tax invoice line items are exported to Accounting.

If selected, when you click the Create Sales Invoice button on the Invoicing record page, the Calculate Tax checkbox displays. This enables you to calculate tax for the invoice using Avalara before the sales invoice is created. The tax invoice line item is automatically exported to Accounting.

Determines whether sales credit notes are automatically created from eligible credit invoices. The following options are available:

• "Disabled"
• "When Crediting or Voiding the Invoice"
• "Custom Criteria"

For more information, see Setting up Automatic Document Creation.

The field on the Credit Invoice object used to determine whether a sales credit note is automatically created from an credit invoice as soon as it becomes eligible.

If selected, tax is auto-calculated for credit invoices using Avalara as part of the Create Sales Credit Notes from Credit Invoices scheduled job. Tax is calculated before the sales credit notes are created and the tax credit invoice lines are exported to Accounting.

If selected, when you click the Create Sales Credit Note on the Credit Invoice record page, the Calculate Tax checkbox displays. This enables you to calculate tax for the credit invoice using Avalara before the sales credit note is created. The tax credit invoice line is automatically exported to Accounting.

The maximum number of inventory transaction perpetual records processed in a single batch. Decreasing this number can reduce performance but ensures that Salesforce limits are not reached.

The default value is 50.

Determines whether journals are automatically created from eligible inventory transactions. The following options are available:

• "Disabled"
• "When Inventory Transactions are Created"
• "Custom Criteria"

For more information, see Setting up Automatic Document Creation.

The field on the Inventory Transaction Perpetual Record object used to determine whether a journal is automatically created from an perpetual record as soon as it becomes eligible.