Sales Credit Note Line Volumes

You can process sales credit notes with up to 9,980 lines using Lightning Experience.

Warning:
The maximum supported number of sales credit note lines depends on the other Accounting features enabled in your org and on their complexity. For example:
  • Intercompany Accounts or Intercompany Accounts Receivable (A/R).
  • A local chart of accounts structure.
  • Avalara AvaTax external tax calculation.
  • The Primary (Live) Update balance type. To achieve higher document line volumes, use the Primary (On Demand) Update Balance type. For more information, see About Balance Update.
  • Any custom processes or integrations related to the sales credit notes in the org.
  • Note that Salesforce limits the number of lines processed in a single operation to 10,000.

Additionally, you can use Datastream to bulk-load sales credit notes with up to 9,980 lines from a spreadsheet. For more information about Datastream, seeDatastream Overview.

This table shows the achievable number of sales credit note lines, depending on their type and the additional features enabled.

Note:
The achievable number of lines may vary depending on your org's configuration and the factors mentioned above.
Number of Lines on Sales Credit Notes for Common Tax and GLA Scenarios
  With Accounting Tax
and On Demand Reporting Balance Update		 With Accounting Tax and Live Reporting Balance Update With Local General Ledger Account (GLA) With Avalara AvaTax Tax Calculation
Record Full
Tax Details
is Disabled 		Record Full Tax Details
is Enabled (Two Tax Codes Returned)

Create/Save
  • Using Lightning Experience
  • Using API
  • Using Datastream
 9980

(Controlled by
Sales Credit Note Batch Line Limit)		 9000 4990 4900 1990
Post Synchronous
  • Using Lightning Experience
  • Using API
1000

(Controlled by
Sales Credit Note Lines Threshold)		 1000 1000 N/A N/A
Asynchronous
  • Using Background Posting Scheduler
  • Using API
9980 9000 4990 4900 1990
Post And Match Synchronous Using Lightning Experience 1000 1000 1000 N/A N/A
Asynchronous Using Background Posting Scheduler 9980 9000 4990 4900 1990
Discard Synchronous
  • Using Lightning Experience
  • Using API
9980 9000 4990 4900 1990
Amend Synchronous
  • Using Lightning Experience
  • Using API
 1500 1500 1500 1500 1500
Asynchronous Using API 4500 4500 4500 4500 1990
Number of Lines on Sales Credit Notes for Common Intercompany A/R Scenarios
  For Intercompany Account with AutoProcess and AutoPost Enabled For Intercompany Accounts Receivable (A/R) with AutoProcess and AutoPost Enabled
      With Intercompany Tax Without Intercompany Tax With Accounting Tax Without Accounting Tax

Create/Save
  • Using Lightning Experience
  • Using API
  • Using Datastream
 1500

(Controlled by
Intercompany SCR Batch Line Limit)		 1500

(Controlled by
Intercompany SCR Batch Line Limit)		 2400

(Controlled by
Intercompany A/R SCR Batch Line Limit)		 2400

(Controlled by
Intercompany A/R SCR Batch Line Limit)
Post Synchronous
  • Using Lightning Experience
  • Using API
800

(Controlled by
Intercompany SCR Lines Threshold) 		800

(Controlled by
Intercompany SCR Lines Threshold)		 800

(Controlled by
Intercompany A/R SCR Lines Threshold)		 800

(Controlled by
Intercompany A/R SCR Lines Threshold)
Asynchronous
  • Using Background Posting Scheduler
  • Using API
1500 1500 2400 2400
Post And Match Synchronous Using Lightning Experience 1000 800 800 800
Asynchronous Using Background Posting Scheduler 1500 1500 2400 2400
Discard Synchronous
  • Using Lightning Experience
  • Using API
1500 1500 2400 2400
Amend Synchronous
  • Using Lightning Experience
  • Using API
 1500 1500 1500 1500
Asynchronous Using API 1500 1500 2400 2400
Notes:
  • Synchronous posting occurs when you post an "In Progress" sales credit note immediately using the Post button. For more information about synchronous posting, see the SCR lines threshold field descriptions in Accounting Settings.
  • Asynchronous posting occurs when you use the Background Posting Scheduler to post sales credit notes with the following statuses:
    • Ready to Post
    • Ready to Post and Match

    • For more information about the Background Posting Scheduler, see About the Background Posting Scheduler.