Beta: Please note that this feature is in beta and cannot be deactivated once enabled. It changes the document generation process, so make sure to read the following article carefully before activating it!
With this feature, multiple Legal Entities could be created and used in the Salesforce organization. This allows to generate documents for different companies with separate details, templates, and number sequences.
Step-by-Step Guide to Enable Multiple Legal Entities #
- Open Finblick Settings:
- In Salesforce, go to the Finblick App and open Finblick Setup.
- Navigate to Application Settings:
- In the settings menu, go to Application Settings.
- Important Notes for Activation:
- Once this feature is enabled, more than one Legal Entity record could be created.
- Enable Multiple Legal Entities:
- Locate the option to enable multiple Legal Entities and activate this feature.
- Create Additional Legal Entities:
- After enabling multiple Legal Entities, additional Legal Entities could be created to generate documents under different company entities.
Additional Information #
Keep in mind that Legal Entities for each document type (Quotes, Orders, Invoices, Credit Notes), Account and DATEV Export must either be assigned manually or determined through an automation process.
To ensure proper functionality after activating the Multiple Legal Entities feature, additional configuration of the object layouts is required.
The Legal Entity field must be added to the relevant object layouts, following the same procedure described in the article “Configure UI and Generate the First Document”.
Example: Adding the Legal Entity field to the DATEV Export record page
(The same configuration should be applied to Account, Quote, Order, Invoice, and Credit Note objects.)
After activating the Multiple Legal Entities feature, the Legal Entity field must contain the same value on both of the following records:
- Account
- Document record (Quote, Order, Invoice, or Credit Note)
If the values do not match, a validation error message will appear when attempting to generate the file.
