Create an Entity

Administrators can create an entity to track financial transactions separately from other entities your association manages.

1. In the tab bar, click 

   

   App Launcher, or in Salesforce Classic, click 

   

   Nimble AMS, Staff View, Button, All Tabs.
2. Click Entities.
3. Click New.
4. Enter information:
   1. In Entity Name, enter the full name of the entity. 
   2. In Status, select Active.
   3. In Short Name, enter the acronym of the entity.
   4. In Phone, enter the phone number of the entity.
   5. In Fax, enter the fax number of the entity.
   6. In Website, enter the path to the entity's website.
   7. If all bill me enabled products should be purchasable using Bill Me in Community Hub, select Bill Me Enabled.
5. Add a logo:

   1. In Logo URL, enter the path to a publicly accessible image to be used as the logo.

      

      We recommend you add this image as a public static resource (external) and ensure the image dimensions are no larger than 300px × 50px for visibility.

      If you want staff to have access to the logo file, then your organization may choose to use the Document object. More information on how to upload or replace a document can be found in Salesforce help.

6. Enter address detail:
   1. In Street, enter the street address of the entity.
   2. In City, enter the city of the entity.
   3. In State, enter the state of the entity.
   4. In Postal Code, enter the postal code of the entity. This field is required to use Level 2 or Level 2 and Level 3 credit card processing for this entity.
   5. In Country, enter the country of the entity.
7. If setting up remittance detail:
   1. In Remittence Street, enter the street address for the invoice remittance slip.
   2. In Remittence City, enter the city for the invoice remittance slip.
   3. In Remittence State, enter the state for the invoice remittance slip.
   4. In Remittence Postal Code, enter the postal code for the invoice remittance slip.
   5. In Remittence Country, enter the country for the invoice remittance slip.
   6. Select Remittence Enabled to enable the remittance text to display on an invoice when the order has an outstanding balance.

   7. In Remittence Text, add any additional text to display on the invoice remittance slip. 

      

      Ship From Fields | Advanced Taxation

      As of Nimble AMS Winter '20 release, in the Shipment section, apart from the already existing field Ship From Postal Code, four fields have been added, as given below:

      • Ship From Street
      • Ship From City
      • Ship from State
      • Ship From Country

      These will be useful in calculating tax as selling location is taken into account for tax calculations. This is because tax regulations and hence amount may vary in different locations. For more details, see Advanced Taxation.

8. Enter accounting detail:
   1. If your organization has a tax free status, in Tax ID, add the entity tax id.
   2. In Batch Export Configuration, enter the name of the configuration, click 

      

      Nimble AMS, Staff View, Button, Lookup, and select the configuration.
   3. In Invoice Term, enter the number of days used to calculate the invoice due date.
9. Enter Community Hub detail:
   1. Payment URL (Order) and Payment URL (Cart) are used for express payment.
   2. Checkout Page is used for donations in Community Hub.

   3. In Download Proxy Page, enter the relative path of the page that validates user access to downloadable content. For example: nc__download.

   4. If you only have one Community Hub, in Community Hub URL, enter the community URL for that Community Hub.

   

   To set up Authorize.Net detail, Set Up a Payment Gateway.

10. If the email settings for the new entity are different from your org's default settings, enter the email template information:

    1. In Organization Wide Email Address Id, enter the Salesforce Id of the Org-Wide Email Address to use as the from email address.

       

       Salesforce help topics are useful in understanding how to add an org-wide email address (external) and how to locate the Salesforce Id (external) of any record within Salesforce.

    2. In Email Service From Address, enter the From email address to use when emails are sent via a third party.

    3. In Email Service From Name, enter the display/friendly name to use for the Email Service From Address.

11. Optionally, in Currency, select the currency value this entity is created for.

    

    Note

    If you have enabled Salesforce multi-currency, Salesforce introduces the Currency field on all object layouts within your org.

    While creating a new Entity record make sure to select the right Currency field value before saving the record. Because, once the record is saved, you will not be allowed to edit the value of the Currency field.

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12. Click Save.