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Questions tagged [financialforce]

The tag has no usage guidance.

1
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2answers
42 views

Unit Of Work Pattern Financialforce

Can somebody with experience explain how the registerNew() method in the fflib_SObjectUnitOfWork class works? I do not understand how you can have two methods with the same name and different params. ...
0
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0answers
11 views

Cancelling Journal in Financial Force [closed]

After cancelling a journal involving vendor accounts, do I have to do a cash matching of the canceling journal?
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0answers
10 views

Object validation has failed. Transaction: Object validation has failed. The transaction does not balance in dual currency

I am trying to post a bank journal for money transfer from a foreign account to the home bank account in Financialforce but after posting I get error message the Object validation has failed. ...
0
votes
1answer
28 views

How to activate the FFA Billing Contract status in test class

I have installed FFA Accounting package in my org and now i have write some code on that, so when i tried to write the Test class so in my condition i want billing contract as active, but when i set ...
0
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1answer
40 views

How to post a financial force sales invoice

We are working with the Salesforce REST API for interacting with an installed FinancialForce package. This process has been mostly painless right up until we needed to POST an invoice. The apex ...
4
votes
1answer
136 views

How to add subquery filter in fflib_SObjectSelector?

I have a custom object(Residence__c) which has lookup relationship to Account, Now I am trying to use FinancialForce sObjectSelector to Querry Account with Residences and have few filters on ...
2
votes
1answer
56 views

Can a Managed Package with a password be imported through SFDX?

We are currently trying to figure out whether/how we might use SFDX. Our org has FinancialForce Accounting installed. This managed package is required by several other managed packages and it heavily ...
0
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2answers
97 views

Financial Force REST API for Journals

I'm trying to use the REST API for Journal creation in Financial Force. The path is services/apexrest/c2g/v1.0/journals/* I was able to login, and perform the call but I am receiving an error ...
0
votes
1answer
48 views

Primary_Owner_AUM is not aggregating financial accounts (Salesforce Financial Services Cloud)

The Primary Owner AUM field does not seem to be aggregating financial accounts at the household or individual level. Is this not supposed to be a rollup? If not, is there a field that provides this ...
2
votes
1answer
66 views

Financial Force

I keep getting this error everytime i try to make something visable in Financial Force. Why do I have this problem? How can I fix it? Permission Create zDeprecated:Forecast Calculation Logs depends ...
4
votes
1answer
372 views

How to add items to utility bar in managed lightning package (specifically FSC - Financial Services Cloud)?

When trying to add items to the utility bar in the Financial Services Cloud managed lightning package, I get the following message: You can't edit the utility bar. This app is from a managed ...
3
votes
1answer
62 views

How to Generate/Read BYOK-Compatible Certificate from Apex code

How can we read BYOK Compatible certificates present in Salesfoce using Apex (or SF REST APIs). Also is there any way to generate BYOK Compatible certificate using Apex code or SF REST APIs. I ...
1
vote
0answers
174 views

Implementing Financial Force Lib built-in trigger recursion handling?

I'm looking at implementing the fflib_DomainClass in an org as our trigger handler. I know from @AndrewFawcett blog that there's a built in means of handling it. There's also been discussion on Github ...
1
vote
1answer
64 views

Error Message in Community using visual force page - managed package Financialforce PSA

Error Message in Community using visual force page - managed package Financialforce PSA: dlrs_pse_ExpenseTrigger: execution of AfterInsert caused by: System.QueryException: sObject type '...
0
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2answers
1k views

Licensing of Financial Force

Does anyone have a reliable source of information on Financial Force licensing, what each license controls, where you set that license or "addition to a license", etc? The have multiple references ...
0
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1answer
64 views

Financialforce: Change owner of invoice?

In some cases we need to change the owner of an invoice: List<c2g__codaInvoice__c> linv = [SELECT id, OwnerId, c2g__OwnerCompany__c FROM c2g__codaInvoice__c WHERE id = 'a0z6F000008h3xfQAA']; if ...
0
votes
1answer
38 views

Financial Cloud and Approval Process

I'm looking for information about approval process on financial cloud, but I did not found clear information. Someone knows if is possible to set approval process on financial cloud? Thanks!
0
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2answers
141 views

Custom Managed Object missing file and edit on Salesforce1

I'm currently trying to have my users on Salesforce1 edit records and upload pictures from their phone to the associated record. They currently have the edit button overridden to their custom ...
0
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2answers
448 views

Transferring Data from Quickbooks to FinancialForce

We are using Quickbooks Enterprise (running on a local server, not hosted) and we are considering using Financial Force. Can someone explain or point me to the procedure(s) & tool(s) that I can ...
3
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0answers
79 views

Permission Set issue

I am writing to you in order to describe permission set issue that i don't know how to figure out. I want to give an access to part of financial force package (possibility to assign current company ...
4
votes
0answers
209 views

Has Anyone Migrated Away From FinancialForce to Alternate Billing System [closed]

We are going to be removing Financial Force from our systems and migrating to an alternate billing system and accounting system (separate). Does anyone here have experience with this, and can you ...
3
votes
1answer
139 views

Can FinancialForce affect my test coverage? [duplicate]

I have FinancialForce installed in my SF instance, I want to deploy 3 new components from my sandbox environment 100% covered, but always I'm receiving the same deployment error related to Financial-...