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Overview

You configure the defaults that pre-fill the Manage Installments component, along with a couple of constants that affect how installments are generated. These are admin settings configured in Setup, not on individual records.

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Prerequisites

  • You need access to Custom Metadata Types and Custom Settings in Salesforce Setup.

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The Default Installment Generator Setting

The values that appear when staff first open the Manage Installments component come from the Default record of the Installment_Generator_Setting__mdt custom metadata type — a configuration record stored in metadata. To edit it, go to Setup → Custom Metadata Types → Installment Generator Setting → Manage Records, then open the record named Default.
Default Installment Generator Setting record

Default Installment Generator Setting record

Field values on the Default Installment Generator Setting record
Additional field values on the Default Installment Generator Setting record
Two constants tune how installments behave. Constants are stored as FCORE_BASE__Constant records.
FC_Generate_Installments_Batch_Job_Size does not ship as a record. When no record exists, the code falls back to a batch size of 200. You only need to create this constant if you want a different chunk size.

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Limitations and Common Pitfalls

  • The custom calculator must implement the interface. A class set in Installment_Calculator_Class__c must implement FCORE_PAY.InstallmentCalculator, or installment generation will fail.
  • Start Date is text, not a date field. Start_Date__c accepts specific literal values (Today's Date, Keep Blank) rather than an actual date. A different value will not seed a usable default.
  • The metadata only seeds defaults. These values pre-fill the Manage Installments component; staff can still change them per Order before generating.
  • FC_Generate_Installments_Batch_Job_Size ships no record. Without a record, the effective batch size is 200. Do not assume a record exists when troubleshooting batch sizing.