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Payment Matching Configurations

This JustOn Configurator package adds a number of ready-to-use payment matching configurations for JustOn Cash Management. For details, see Configuring Payment Matching.

Info

System preconditions:

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.

    jo_configurator_session

  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

Matching configurations
Name Parser Config Search Config Template Priority
Find entry by amount {} {"percentage":0.02,"absolute" : 2.00} Entry by amount 3
Find entry by statement number {"pattern":"(.*)"} {} Entry by statement number 1
Find entry with associated account by account number {"pattern":"(.*)"} {"target-field":"AccountNumber"} Account by account number reference 2

Post-Deployment Tasks

  1. Adjust the parser configuration according to your requirements.

    The parser configuration is a JSON expression that defines an input string filter intended to match a certain string pattern. For details, see Example Input String Filters.