Enabling Invoice Fix

← Setting Up Invoice Correction

Certain business use cases may require to fix records of imported invoices and invoice line items, or create or fix invoice-related records like booking details, entries or balances. For details, see Invoice Fix.

Note

The invoice fix functionality is in no way a means to correct invoices with wrong or invalid billing data. It rather (re)establishes broken or missing data relations or related records.

Enabling the invoice fix involves the following setup tasks:

• Adding the Fix Invoices button to the invoices list
• Creating the integration error field on the invoice

For additional options, see Setting Up Invoice Import and Fix.

Enabling Invoice Fix for Users

Typically, users start the invoice fix from an invoice list view using the Fix Invoices button. To enable this feature, you add the button to the invoices list view.

1. Click to enter Setup, then navigate to the object management settings of the Invoice object (ONB2__Invoice__c).
2. Click List View Button Layout.
3. In the List View row, click , then select Edit.

4. Under Custom Buttons, move Fix Invoices to the Selected Buttons column.

   

5. Click Save.

   This adds the button Fix Invoices to the Invoice list view, enabling users to call the invoice fix.

Enabling Error Display

The invoice fix provides the option to create payments and migrate existing balances (see Create Payments and Migrate Balances).

In case the balance migration for an invoice fails, JustOn Billing & Invoice Management writes the error message to the dedicated error field on the invoice. To support this, you create the field:

1. Click to enter Setup, then navigate to the object management settings of the Invoice object (ONB2__Invoice__c).
2. Click Fields & Relationships.

3. Create the following new field.

   API Name	Data Type
   CM_IntegrationError	Text(255)

Info

To review the migration result, you can, in addition, use a specific list view or report that shows the balances with an empty Origin field.