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Generic Invoice Run for Propstack Orders

This JustOn Configurator package adds a standard configuration for invoicing commissions as introduced with JustOn Propstack Connector. It configures the custom object Order Commission Line Item to be invoiced directly using the generic invoice run provided with JustOn Billing & Invoice Management.

For details, see Billing Arbitrary Objects.

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

The package adds the following artifacts:

  • Invoicing fields on Order Commission Line Item
  • Propstack-specific fields on Invoice and Invoice Line Item
  • Generic invoice run filters
  • New Invoice button on Order
  • Propstack-specific page layouts and page components
Fields
Object API Name Data Type
Account ON_Region Formula (Text)
Invoice EffectiveDate Date
MarketingType Text (255)
ON_PreventDunning Checkbox
Order Lookup (Order)
ShowReverseChargeText Formula (Text)
Invoice Line Item DateOfRegistration Date
CommissionPercent Percent (16,2)
ObjectAddress Text (255)
ObjectId Text (255)
OrderCommissionLineItem Lookup (Order Commission Line Item)
UndergroundGarageNr Text (100)
Order Commission Line Item ON_Account Formula (Text)
ON_CommissionPercent Formula (Percent)
ON_Contact Formula (Text)
ON_DateOfRegistration Formula (Date)
ON_Description Formula (Text)
ON_EInvoiceRecipientAddress Formula (Text)
ON_EInvoiceRecipientSchemeId Formula (Text)
ON_EffectiveDate Formula (Date)
ON_InvoiceBuildError Text (255)
ON_InvoiceCriterion Formula (Text)
ON_Invoice Lookup (Invoice)
ON_IsItem Formula (Checkbox)
ON_LastInvoiceRun Lookup (Invoice Run)
ON_MarketingType Formula (Text)
ON_ObjectAddress Formula (Text)
ON_ObjectId Formula (Text)
ON_Order Formula (Text)
ON_OrderCommissionLineItem Formula (Text)
ON_Quantity Formula (Number)
ON_ServiceDate Formula (Date)
ON_UndergroundGarageNr Formula (Text)
ON_Template Formula (Text)
ON_Tenant Formula (Text)
ON_Title Formula (Text)
ON_UnitPrice Formula (Currency)
ON_Unit Formula (Text)
Tenant Email Email
Button
Order.New_Invoice
FlexiPage
JustOn_Propstack_UtilityBar
Filters
# Field Value
1 Target JOPS2__OrderCommissionLineItem__c
Use Case Generic
2 Parent Relationships {"ON_Order__c": "Order"}
Target JOPS2__OrderCommissionLineItem__c
Use Case Generic
Page Layouts
  • OrderCommissionLineItem.OCLI JustOn Propstack
  • InvoiceLineItem.Invoice Line Item JustOn Propstack
  • Invoice.Invoice JustOn Propstack
  • Order.Order JustOn Propstack
Permission Sets
  • JustOn_Propstack_Additional_Fields_ON_Felder
  • JustOn_Propstack_Read_Write

Post-Deployment Tasks

  1. Assign the relevant users the permissions sets.
  2. Assign the relevant users access to JustOn Propstack Connector.
  3. Add the Import button to the Order list view.
  4. Add the New Invoice button to the Order page layout.
  5. Set a specific template using the OCLI field ON_Template.