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Copy Additional Fields

Certain business processes create invoices or booking details using other invoices or booking details acting as templates.

With respect to invoice creation, these operations include

  • Creating partial credits
  • Canceling invoices
  • Cloning invoices

Business processes that produce reverse booking details for existing booking details include

  • Canceling invoices
  • Deleting payment balances
  • Finalizing invoices with unbilled revenue bookings
  • Updating existing unbilled revenue bookings
  • Correcting individual value adjustments

Depending on the action, JustOn Billing & Invoice Management copies several fields from the source invoice or booking detail to the newly created invoice or booking detail. You can use the custom setting Copy Additional Fields to specify the additional fields that are always to be copied.

Additional Fields Information

The custom setting Copy Additional Fields includes the following information:

Field Description Example Values
Name A unique name for the custom setting record. Rule 1
Business Processes A comma-separated list of business processes to which this setting applies.
For invoices, the allowed values include:
Partial Credit
Cancelation
Clone
For booking details, the (currently only) allowed value is
Cancelation		 Cancelation
Field Names A comma-separated list of field API names that are to be copied during the business processes.
The list must not exceed 255 characters. If you need to specify more fields for a business process, create a new custom setting record for this business process.		 BillingCountry__c
BillingCity__c
sObject Name The API name of the target sObject. Can be Invoice__c or BookingDetail__c. Invoice__c

Info

JustOn Billing & Invoice Management ships a number of pre-defined settings that specify default sets of fields that are to be copied when creating partial credits or cancellations for invoices or when cloning invoices as well as when reverting booking details.

Defining Additional Fields

Depending on your organization's requirements, you must define additional fields to be copied.

  1. Click to enter Setup, then open Custom Settings.

    In Salesforce Lightning, navigate to Custom Code > Custom Settings.

    In Salesforce Classic, navigate to Develop > Custom Settings.

  2. Click Manage in the row of Copy Additional Fields.

  3. Click New.

  4. Specify the details as necessary.

    The mandatory information include the name, business processes, field names and sObject name.

  5. Click Save.

Note

The Field Names list must not exceed 255 characters. If you need to specify more fields for a business process, create a new custom setting record for this business process.