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Considerations for Creating Sandboxes With Accounting Seed Data

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Overview 

Sandbox Type Data Copied Can Be Refreshed Every Storage
 Full  Yes  29 days  Same as production
 Partial  Some  5 days  5 GB
 Developer Pro  None  1 day  1 GB
 Developer  None  1 day  200 MB

If you are creating a Partial Sandbox (see highlighted text above) and you would like your basic Financial Suite data to populate, make sure to select the following objects to copy over:

  • Accounting Period
  • Accounting Variables
  • GL Accounts
  • Ledger
  • PDF Formats

If you have the ERP package installed, make sure to select the following objects:

  • Warehouse
  • Location
  • Inventory Balance
  • Products
  • Product Parts (if you use Kitted products or Manufacturing)

Considerations

If you are creating a Developer Pro or a Developer sandbox you need to manually create the necessary Accounting Seed data listed below. The best way to do it is in the following order:

  • Create 3 PDF Format Types:
    1. Billing Activity Statement
      • Type: Activity Statement
      • Visualforce PDF Page: BillingActivityStmtModernPDF
      • Default Email Template: Activity_Statement_Email_Template
    2. Billing Outstanding Statement
      • Type: Outstanding Statement
      • Visualforce PDF Page: BillingOutstandingStmtModernPDF
      • Default Email Template: Outstanding_Statement_Email_Template
    3. Default Billing Product
      • Type: Billing
      • Visualforce PDF Page: BillingProductModernPDF
      • Default Email Template: Billing_Email_Template
  • Create 20 GL Accounts with the below details. The best way to do this is to import using our Chart of Accounts import template available in the Import Templates article, which is already populated with the below GL Accounts:
  Name Type Sub Type 1 Sub Type 2 Other
1  1000-Cash  Balance Sheet  Assets  Cash Bank (checkbox): true
2  1200-Accounts Receivable  Balance Sheet  Assets  Current Assets  
3  1205-Unapplied A/R  Balance Sheet  Assets  Current Assets  
4  1400-Prepaid Expenses  Balance Sheet  Assets  Current Assets  
5  1500-Inventory  Balance Sheet  Assets  Current Assets  
6  1700-Accumulated   Depreciation  Balance Sheet  Assets  Fixed Assets  
7  2000-Accounts Payable  Balance Sheet  Liabilities  Current Liabilities  
8   2010-Vouchers Payable  Balance Sheet  Liabilities  Current Liabilities  
9   2020-Accrued Expenses  Balance Sheet  Liabilities  Current Liabilities  
10   2500-Deferred Revenue  Balance Sheet  Liabilities  Current Liabilities  
11   3000-Owners Equity  Balance Sheet  Owners Equity   Equity   
12  3060-Current Year Earnings  Balance Sheet  Owners Equity  Equity  
13  3050-Retained Earnings  Balance Sheet  Owners Equity  Equity  
14  4000-Product Revenue  Revenue  Product Revenue  Product Family1  
15  4010-Services Revenue  Revenue  Services Revenue  Service Family 1  
16  4900-Customer Payment   Discounts  Revenue  Product Revenue  Product Family 1  
17  5000-Cost of Goods Sold  Expense  Cost of Goods Sold  [blank]  
18  5040-Vendor Payment   Discounts  Expense  Cost of Goods Sold  Materials  
19  5050-Labor  Expense  Cost of Goods Sold  Salaries & Wages  
20  5010-Inventory Cost Variance  Expense  Cost of Goods Sold  Materials  
  • 1 Ledger 
    1. Name: Actual
    2. Type: Transactional
    3. Default Bank Account: 1000-Cash
    4. Default Billing Format: Default Billing Product
    5. Billing Activity Statement Format: Billing Activity Statement
    6. Billing Outstanding Statement Format: Billing Outstanding Statement
  • PDF Format Types, GL Accounts and Ledger records

Now, refer to the Create Trial Data article to create trial data. This should generate a sample:

  1. Accounting Periods
  2. Accounting Variables
  3. Accounts
  4. Contacts
  5. Products
  6. Opportunities
  7. Cases
  8. Projects
  9. Billing Rates
  10. Recurring Billings
  11. Billings
  12. Scheduled Revenue Expenses
  13. Cash Receipts
  14. Account Payables
  15. Cash Disbursement Batches
  16. Journal Entries
  17. Financial Cubes
  18. Profit & Loss Vs Budget financial report

Multi-Ledger Considerations

If the Accounting Seed multi-ledger feature has been enabled in production, then you may wish to copy each ledger to your sandbox. To copy more than one transaction ledger from production to a sandbox, the following conditions apply:

  • Settings and Ledger objects are selected for copying.
  • It is a Partial or Full sandbox (the sandbox can NOT be a Developer Pro or Developer sandbox).

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