Generic Invoice Run on Opportunity

This JustOn Configurator package adds a standard configuration for generating invoices based on opportunities. It configures the standard objects Opportunity and Opportunity Product to be invoiced directly using the generic invoice run provided with JustOn Billing & Invoice Management.

For details, see Billing Arbitrary Objects.

Info

System preconditions:

• JustOn Billing & Invoice Management installed
• Permission set JustOn Additional Fields created (Enabling Access for New Users, step 2)
• State and Country Picklists enabled and configured

Deploying package

To deploy a configurator package:

1. Log in your target Salesforce org.

2. In the same browser session, open the JustOn Configurator.

   If the link does not work, copy the URL https://juston-configurator.herokuapp.com/.

3. Click Salesforce OAuth2.

   This connects the JustOn Configurator with your current Salesforce session using your current credentials. Make sure that you are connected with the intended user and org.

   

4. Open the relevant tab.

5. Scroll down the list to find the relevant package.

6. Click Deploy.

   This deploys the configuration as described to your org.

   Back in your Salesforce org, make sure to add the deployed components to permission sets as necessary.

Deployed Artifacts

The package adds the following artifacts:

• Invoicing fields on Opportunity and Opportunity Product
• Generic invoice run filter
• New Invoice button on Opportunity

Fields

Object	API Name	Data Type	Description	Value
Opportunity	ON_Account	Formula (Text)	The Salesforce account ID that links the record to the account.	AccountId
	ON_Invoice	Lookup (Invoice)	The invoice that resulted from this record.
	ON_LastInvoiceRun	Lookup (Invoice Run)	The last invoice run that has processed this record.
	ON_InvoiceBuildError	Text (255)	Shows errors that occurred during the last invoice run.
	ON_ServiceDate	Formula (Date)	The record will be invoiced when the date is null or within the service period of the invoice run.	CloseDate
	ON_Template	Formula (Text)	The Salesforce ID or name of the related template	""
Opportunity Product	ON_Title	Formula (Text)	The name or short description of the invoice line item.	Description
	ON_Quantity	Formula (Number)	The quantity to be billed for this invoice line item.	Quantity
	ON_UnitPrice	Formula (Currency)	The net or gross price of one unit of this invoice line item.	UnitPrice

Filter

Field	Description	Value
Name	The filter name, will be available as an option picklist value when triggering the operation	Opportunity
Child Relation	The name of the child object	OpportunityLineItems
Target	The API name of the target object	Opportunity
Use Case	The filter use case	Generic

Button

Opportunity.New_Invoice

Post-Deployment Tasks

1. Enable Edit access to the new fields via the permission set JustOn Additional Fields.
2. Specify the template in the Opportunity field ON_Template.
3. Add the button New Invoice to the Opportunity page layout.