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Change Field Labels for Accounting Variables

Overview

You can rename the Accounting Variable Field label names using the Salesforce Translation Workbench feature.  

Steps

  1. In Setup, search for Translation Workbench, then click Override

  2. Fill in the following fields:

    1. Package: select GoldFinch Cloud Solutions.

    2. Setup Component: select Custom Field.

    3. Object: select the required object to relabel the GL Accounting Variable field names. See the Objects List section below for more information.

    4. Aspect: select Field Label.

To override a field label, double-click the Field Label Override column corresponding to the GL Account Variable in the Master Field Label column.
Enter the text to be used as a label for this field for the selected object, for example, Department.

Objects List

Listed below are the objects that have Accounting Variable fields.

  • User Setup

  • Account

  • Item

  • Sales Order

  • Sales Line

  • Sales Invoice

  • Sales Invoice Line

  • Purchase Order

  • Purchase Line

  • Purchase Invoice

  • Purchase Invoice Line

  • Item Journal

  • Item Journal Line

  • GL Entry

Default and Posting of Accounting Variables

On creating the following transactions:

  • Sales Order

  • Purchase Order

  • Straight Sales Invoices (not created from Sales Order)

  • Straight Purchase Invoice (not created from Purchase Order)

  • Item Journal

Accounting Variables default in the following order:

  • User Setup

  • Account

  • Item

Accounting Variables on the following objects are used to create GL Entries:

  • Sales Invoice Line

  • Purchase Invoice Line

  • Item Journal Line

It is possible to skip default accounting variable setups, and write triggers to update accounting variables on the above 3 objects directly.

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