Configure Accounting Variables
Overview
This section describes the procedure to create and manage Accounting Variables for a company.
Click on the App Launcher. Search for Company Setup to view the company configuration.
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Skip the below configurations if you do not need to run financial statements by accounting variables such as department or project.
Creating New Accounting Variables
On the Company Setup page, click New in the Accounting Variables section.
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Enter a name for the Accounting Variable value
Select the required Accounting Variable type.
Click Save to save the changes.
Click Save and New to save the changes and create a new Accounting Variable value.
Change Label for Accounting Variable Fields
You can rename the Accounting Variable Field label name using the Salesforce Translation Workbench feature.
In Setup, search for Translation Workbench, then click Override.
Fill in the following fields:
Package: select GoldFinch Cloud Solutions.
Setup Component: select Custom Field.
Object: select the required object to relabel the GL Accounting Variable field names. See the Objects List section below for more information.
Aspect: select Field Label.
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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.
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Objects List
Listed below are the objects available for selection for the GoldFinch Cloud Solutions package:
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.