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Enabling Number Range History

← Configuring Invoice Numbering

In case of issues or disputes with respect to the sequence of JustOn's numbering, you may may need some detailed tracking or debugging information about the number range usage.

To this end, JustOn Billing & Invoice Management uses dedicated history fields and history tracking for number ranges. The feature may have to be explicitly activated in your org. In addition, you can make the history data visible to users.

Number range history data

For each generated number, the following information is recorded:

Field Description
Counter The current count for this number range.
Timestamp The date and time of the latest count increase.
Target ID The Salesforce ID of the record on which the counter has been used the last time.
Last Generated Name The last produced counter (invoice number, etc.)

In addition, each history record includes

  • The name of the user who triggered the counter generation
  • The last value and the current value for Counter, Timestamp, Target ID and Last Generated Name.

Activating Field History Tracking

In newer installations, JustOn automatically writes the number range history data. If you are upgrading JustOn from a pre-2.63 version, however, you must explicitly activate history tracking for all relevant Number Range fields.

  1. Navigate to the object management settings of the Number Range object.
  2. On the Details page, click Edit.
  3. In the Optional Features section, select the checkbox Track Field History.
  4. Click Save.
  5. Click Fields & Relationships.
  6. Click Set History Tracking.

  7. Select the checkboxes for the following fields:

    • Account
    • Counter
    • Counter Name
    • Day
    • Last Generated Name
    • Month
    • Target Id
    • Timestamp
    • Year

  8. Click Save.

Displaying Number Range History

To make the history data visible on the detail page of number range records, you add the corresponding fields and the related list to the Number Range object.

  1. Navigate to the object management settings of the Number Range object.
  2. Click Page Layouts.
  3. In the Number Range Layout row, click Edit.

  4. From the Fields palette, drag the Timestamp, Target ID and Last Generated Name fields to the Number Range Detail section.

    Optionally, you can create a dedicated section for the history fields.

  5. From the Related Lists palette, drag the Number Range History list to the Related Lists section.

  6. Click Save.
  7. In the object management settings of the Number Range object, click Lightning Record Pages.
  8. Open the Number Range page details, and click Edit.

  9. Drag the Related Lists component to the Number Range record page.

    This component displays all assigned related lists.

  10. Click Save.

  11. Click Activate.

    On the App Default sub-tab, assign the page as the app default for JustOn.

    For help about modifying page layouts, see Managing Pages.