Enabling Cost Object Allocation

← Booking Account Allocation

JustOn Billing & Invoice Management allows for writing bookkeeping data for revenues and taxes from finalized invoices. These records can then be transferred to accounting systems like DATEV, SAP or Microsoft Dynamics via CSV export or, for DATEV, direct transfer.

Your accounting may require to keep track of cost objects – objects or activities to which costs can be allocated. To support this assignment, JustOn Billing & Invoice Management can add cost object information to the Invoice Line Item field Cost Object. When generating the bookkeeping data, this information is then populated to the corresponding Booking Detail field Cost Object.

The ON field mechanism is a likely option for having the cost object specified on the invoice line item when generating invoices. Alternatively, you can use Salesforce flows or other automation tools.

To make use of the ON field mechanism to specify the cost object, you set the field ON_CostObject on the invoice line item source object:

1. Navigate to the fields list of the corresponding object.

2. Create the following new field.

   API Name	Data Type	Description
   ON_CostObject	Text (255) Formula (Text) Picklist	Specifies the cost object number to be applied, is copied to the invoice line item during the invoice run.

   For help about creating fields, see Managing Object Fields.