Adding Account Lookups to Financial Objects

In order to map financial objects to the Ledger, they must have an Account lookup field. This is because the Payee/Payor field on the Transaction object relies on the account field to populate in the Ledger. Some objects already have an Account lookup; however, the ones which do not can have a lookup added to them.

Adding Account Lookups to Financial Objects

Objects like Expense, Damage, Lien, and others will need Account lookups added to their Fields & Relationships section in Object Manager. To do this, follow the steps below:

  1. Click the Setup Cog and click Setup.
  2. Search for and click Object Manager.
  3. Type the object which needs a lookup added in the Quick Find bar.
  4. Click the object label.
  5. Click Fields & Relationships.
  6. Click New.
  7. Select Lookup Relationship.
  8. Click Next.
  9. Select Party from the Related To picklist.
  10. Click Next.
  11. Click Next on the remaining steps (steps 3 - 6).
  12. Click Save.
  13. Click Cancel or exit the tab.
  14. The object will now have a lookup to Account and can be mapped properly.
Was this article helpful?
0 out of 0 found this helpful