Below is a list of the page layout adjustments that need to be made for each of the Standard Salesforce Objects when using Accounting Seed ERP. 

Account
  • The following fields need to be added to the Account page layout. 

    We recommend creating a section called "General Accounting" and adding the fields below to the section: 
    • Accounting Active
    • Accounting Type
    • Billing Contact
    • Shipping Contact
    We recommend creating a section called "Customer Accounting" and adding the fields below to the section: 
    • Billing Terms Name
    • Billing Days Due
    • Billing Discount Days Due
    • Billing Discount %
    • Outstanding Statement Format
    • Activity statement Format
    • Billing Format
    We recommend creating a section called "Vendor Accounting" and adding the fields below to the section: 
    • 1099 Vendor
    • Default 1099 Box
    • Credit Card Vendor
    • Default Expense GL Account
    • Account Payable Days Due
    • Discount %
    • Discount Days Due
    We recommend adding the following related lists to the page layout:
    • Sales Orders
    • Projects
    • Recurring Billings
    • Billings
    • Cash Receipts
    • Assets
    • Accounts Payable
    • Cash Disbursements
    • Purchase Orders

Contact

  • We recommend creating a section called "Accounting Information" and adding the fields below to the section: 
    • 1099 Vendor
    • Default 1099 Box

Opportunity

  • The following buttons need to be added to the Opportunity page layout:
    • Create Project
    • Create Sales Order
    • Create Recurring Billing
    • Create Billing
    We recommend adding the following related lists to the page layout:
    • Projects
    • Sales Order
    • Recurring Billings
    • Billings

Product

  • The following fields need to be added to the Product page layout:

    We recommend creating a section called "Accounting Settings" and adding the fields below to the section: 
    • Inventory Product
    • Inventory Type
    • Unit Cost
    • Revenue GL Account
    • Expense GL Account
    • Inventory GL Account
    • GL Account Variable 1
    • GL Account Variable 2
    • GL Account Variable 3
    • GL Account Variable 4
    We recommend creating a section called "ERP Settings" and adding the fields below to the section:
    • Default Vendor
    • Inventory Assets
    • Serialized 
    • Sales Order Exclude
    • Manufacturing Order Template
    We recommend creating a section called "ERP Reference" and adding the fields below to the section:
    • Lead Time
    • Minimum Order Quantity
    • Safety Stock Level
    We recommend adding the following related lists to the page layout:
    • Product Parts
    • Parent Product
    • Inventory Balances 

Asset

  •  The following fields need to be added to the Asset page layout:
    • Sales Order Inventory Movement
    • Serial Number
 
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