Available GoldFinch Custom Settings

Overview

This document provides an overview of GoldFinch Custom Settings, organized by functional area. These settings allow organizations to tailor system behavior, user interface options, financial processing logic, and background job controls.

Note
Some settings are system-managed and should only be modified under instruction from GoldFinch Support.

Financial Management

These settings govern the General Ledger, tax logic, and payment processing.

• BillingTaskAutoUpdateDatesCompletion: When enabled, updating a project task’s dates automatically updates the project’s corresponding dates.
• CreateCustomerReceiptForPayment: Automatically creates Customer Receipts from Credit Card integration activities.
• CustomAPAccountName: Overrides the AP G/L Account defined on Company Setup during GL Batch/Export functions.
• CustomARAccountName: Overrides the AR G/L Account defined on Company Setup during GL Batch/Export functions.
• EnableDeferralManagement: Set to True to enable Deferred Revenue Management functionality.
• EnableProjectLedgerEntry: Set to True to enable Project Financial Management functionality.
• EnableTaxEntry: Set to True to enable Tax Ledger Entry.
• GLSummaryEnabled: Set to True to enable GL Summary Management.
• Last Application No.: Stores the last application number used when applying payments to invoices.
• MultiLedgerEnabled: Set to True to enable Multiple GL Ledgers.
• MultiLedgerUseWarehouse: Set to True to use Warehouse to segregate inventory valuation by GL Ledger.
• PaymentCheckFormat: Defines the check printing layout format (e.g., StubCheckStub, CheckStub, CheckStubStub, or StubCheck).
• PaymentCheckHideCurrencySign: Set to True to hide the currency symbol on printed checks.
• PaymentCheckText: Replaces the default “Check” label with custom text on printed checks.
• PostCustomerReceiptForPayment: Automatically posts and applies Customer Receipts created from Credit Card integration.
• PrepaymentIncludeTax: Set to True to include tax amount in the calculation when creating a prepayment invoice.
• SalesTaxV2: Set to True to enable the Sales Tax V2 engine.
• UseStandardCostforPLEUnitCost: Set to True to use the standard cost for the Project Ledger Entry unit cost.
• VPPrintCheckColumnLabels: Defines custom column labels for the payment check remittance list (e.g., Our Reference, Date, Type, Invoice No).
• VPPrintCheckColumns: Defines custom columns (API names) for the payment check remittance list.
• VPPrintCheckPrintNameTwice: Set to True to print the vendor name twice on the check.

Warehouse Management

Settings related to scanning apps, inventory movements, and picking logic.

• AllowScanItemNotOnPO: In Scan Receive, allows users to scan items not on the PO; the item is added automatically to the PO upon posting WR.
• ApplicationRoundingError: Used in the Posting routine to force the Remaining Quantity to 0 in order to bypass posting errors. This setting should always remain at the default value of 0. Contact a GoldFinch consultant before overriding this setting, as improper use may impact inventory accuracy and financial integrity.
• AutoGenerateLotWhenScanReceive: Automatically generates a lot number during Scan Receive for lot-tracked items. Requires custom lot generation logic on the Scan Line record.
• DisableDuplicateUOMConversionCheck: Allows duplicate Units of Measure and conversion entries for an item.
• DisableSpecialOrderAutoPick: In the Special Order process, lots from a related Work Order or Receipt are automatically allocated to the Sales Line and picked when a shipment is created. Enabling this setting disables that automatic allocation and picking behavior.
• EnableSKU: Enables the SKU feature.
• EnablePartialUnpick: Allows users to select specific lines to unpost on the WA Picking Unpost page.
• ExcludeNonSellableFromTO: Prevents non-sellable items from being added to Transfer Orders.
• EnableBinTypeAhead: Enables type-ahead bin selection in the Scan Count app.
• EnableGGCScan: Restricts scanning to GTIN only in Scan Receive/Ship apps. Standard scan mode allows Item No., UPC, and GTIN.
• EnableGS1UDIScan: Restricts scanning to GS1 format (UPC/GTIN + Lot + Serial + Expiry) in Scan Receive/Ship apps.
• HideItemDescription: Hides item descriptions in the Scan Receive app.
• LongDescriptionAsImage: Displays the image from the Long Description field instead of the Item Image field in Scan Receive/Ship apps.
• ScanAppShowUPCInfo: Displays Item UPC on the Item Prompt screen in Scan Receive/Ship apps.
• ScanMoveAllowScanLot: Allows scanning the Lot without scanning the Item in the Scan Move app.
• ScanMoveHideBreakbulk: Hides the Breakbulk option in the Scan Move app.
• ScanMoveNotListOutBins: Prevents the bin list from displaying in the Scan Move app (recommended for large bin volumes).
• ScanMoveScanItemFirst: Requires scanning the item before the bin in the Scan Move app.
• ScanPickShowSalesInfo: Displays Sales Rep info on the Scan Pick Item Prompt screen.
• ScanShipShowPackageNote: Allows entering a package note before posting a shipment.
• ScanViewItemEnableTypeAhead: Allows typing the item name instead of scanning in the View Item app.
• ShowCustomItemBrand: Displays Item Brand on the Scan Receive Item Prompt screen.
• ShowUOMLabel: Displays Item UOM description on the Scan Receive Item Prompt screen.
• SwitchToBatchUnpostWA: Changes the WA batch post button to a batch unpost button.
• WSCreatePickCustomFilterField: Specifies a custom field API name to use as a filter during the Create Pick process.
• ZeroOutRoutineSize: Defines the max items processed per batch in the Inventory Zero-Out routine (Default = 500).

Supply Plan & MRP

Settings for demand calculation, batch processing, and planning visibility.

• EnableCalculateDemandOnDateOption: Defines which SO date field drives demand (e.g., Requested Shipment Date). Use GFERP__Sales_Order__r.GFERP__Requested_Shipment_Date__c or GFERP__Sales_Order__r.GFERP__Estimated_Shipment_Date__c.
• EnableSupplyPlanCalcQueueable: Runs supply plan calculations as chained queueables to bypass Salesforce limits.
• FirstDayOfTheWeek: Defines the start of the week (Sunday or Monday).
• LotTracingStatus: Logs the execution status and errors for Lot Tracing jobs.
• ManualAdjustCostRoutineILEId: Used for troubleshooting the Cost Adjustment Routine via a specific ILE ID.
• NoOfLTLCreated: System-maintained; records the number of Lot Tracing Lines created.
• NoOfSKUCreated: System-maintained; records the number of SKU records created.
• RequisitionPOCount: System-maintained; records POs created by the Requisition process.
• RequisitionWOCount: System-maintained; records WOs created by the Requisition process.
• SalesForecastBatchCalculateBatchSize: Defines a custom batch size for Sales Forecast calculations.
• SalesOrderPlanningStatus: Logs the status of the Sales Order Planning process.
• showEnterLotRangeButton: Enables a button for entering lot numbers by range.
• showPLFQtyOnItemAvailStatus: Displays Purchase Line Formula quantities on the Item Availability page.
• SupplyPlanExplodeSize: Batch size for BOM explosion (Default = 1000).
• SupplyPlanFinalSize: Batch size for the final supply plan step (Default = 1000).
• SupplyPlanStatus: Logs the status and errors of the Supply Plan calculation.
• WorkCenterPlanningLastWarehouse: Stores the most recently used warehouse for capacity calculations.

Manufacturing Management

• CreateRepMovHideDescription: Hides descriptions on the Replenishment screen to improve performance.
• DisableWorkOrderFinishDateCalculation: Disables using WO Ending Date to update the Finished Date.
• EnableWorkOrderAllocation: Enables inventory allocation for Work Orders.
• UseLeadTimeToUpdateStartDate: Calculates WO start date as (Ending Date minus Lead Time).
• WorkOrderBenchLimitToCurrentPeriod: Limits Workbench capacity calculation to the current month.
• WorkOrderDefaultDoNotAllocate: Defaults all new Work Orders to "Do Not Allocate."

Purchasing Management

• AllowToReceiveServiceItems: Allows service-type items in Warehouse Receipts.
• DisableEnteringUnitCost: Prevents manual overrides of unit costs on Purchase Orders.
• LandedCostAssignBasedOnLineCost: Allocates landed cost based on total cost rather than quantity.
• UseLeadTimeToCalExpRecDate: Calculates Expected Receipt Date as (Order Date plus Lead Time).

Sales Order Management

• CalculateInvoiceDiscountUponCreation: Automatically calculates discounts when converting an SO to an Invoice.
• DoNotAllocateSpecialOrder: Prevents automatic inventory allocation for Special Order lines.
• DropShipPO_NoSO: Allows creating Drop Ship POs without a related Sales Order.
• enableAltShipAutoPop: Automatically opens the Alternate Shipping screen after selecting a customer.
• ExplodeBOMDeleteParent: Deletes the parent item line after exploding the BOM on a Sales Order.
• EnablePromotionOnSIL: Allows selecting/applying promotions directly on Sales Invoice Lines.
• EnableSalesQuoteAllocation: Enables inventory allocation on Sales Quotes.
• SalesInvoiceCustomPDF: Specifies the name of a custom PDF for invoice emails.
• SalesOrderEditPageHideAddressTab: Hides the Address tab (fields moved to the General tab).
• SkipTempInvoice: Skips temporary numbering for Sales Invoices.

Reporting & UI Controls

• ARApplicationApplyListSize: Defines records shown on the AR Application page.
• BankDepositManagerListSize: Defines records shown on the Bank Deposit Manager page.
• BOLCertificateOfOrigin2_PageSize: Controls the line section height on BOL documents.
• CustomerOutstandingPDFMarginTop: Adjusts the top margin of the Statement PDF for logos/headers.
• hideEmptyRowsInExportExcel: Hides rows with zero amounts in Excel financial exports.
• ItemAvailabilityExportSize: Defines rows exported from the Item Availability page.
• searchItemOrderBy: Specifies the field used to sort item search results on Sales pages.
• show120DayBucket: Displays a 120-day bucket on the AR Aging report.

Integration Settings (System Managed)

Bank Connect

• BankConnect_BankTxAdded
• BankConnect_BankTxDownload
• BankConnect_BankTxMatched
• BankConnect_JobStatus

Expensify Integration

• ExpensifyLastSyncedAt
• Expensify_DataCorrectionImport
• Expensify_GLLedger_CAD / USD
• Expensify_InitialDownload
• Expensify_ReportJSONSFDocumentID
• Expensify_SyncStartDate
• Expensify_TagsToAccountingVariables

Article GoldFinch-Custom-Setting  ·  Last updated April 16, 2026 · GoldFinch ERP Help Center