action.skip

JustOn 2.81

We regularly deliver updates to bring new features, improvements and fixes to JustOn Billing & Invoice Management. Continuous development is essential to the legally permissible operation of our e-invoicing application and makes sure that it always responds to current legal regulations about data protection or tax-relevant data. This provides for a seamless and safe operation as well as for the best possible support.

JustOn 2.81

2022-11-01

Welcome to JustOn Billing & Invoice Management Release 2.81.

This page summarizes new features, notable changes and bug fixes included with this delivery. For detailed information about JustOn's features, refer to the JustOn documentation.

Note

JustOn 2.81 has reworked the creation of subscription metrics and account metrics. It no longer uses the item end date for the final metric record but the day after. This provides for a "smooth" transition between items, preventing breaks in the metric chain (or large swings in chart representations).

Upgrades since JustOn 2.55

JustOn 2.79.1 has replaced the custom placeholder [PaymentDueDate] with the built-in placeholder [PaymentDueDate] to retrieve the payment due date. Be aware that when upgrading from a version prior to 2.79.1, the existing default custom placeholder [PaymentDueDate] is not deleted. Since custom placeholders always take precedence over built-in placeholders with the same name, you must delete existing default custom placeholder manually. Note, however, that it is still possible to overwrite the built-in placeholder using a custom placeholder in order to apply some custom retrieval logic.

JustOn 2.77.2 has reworked the bookkeeping data creation for the global setting combination Enable Accounting in Gross Values and Accounting Gross Taxes on First Month in order to support DATEV automatic accounts.

JustOn 2.76 has reworked the bookkeeping data creation for subscription-based unbilled revenue. Unbilled revenue is no longer recorded by a process triggered on subscription or item change, but by a scheduled job on a regular basis. If you currently create bookkeeping data for unbilled revenue, you must delete your custom process and schedule the unbilled revenue job, accordingly.

JustOn 2.75 uses HTTPS to access the EU VAT validation service. If upgrading from a previous version, you may have to modify the remote site setting CheckVatService, specifying the HTTPS URL.

JustOn 2.74 has introduced multiple security-related modifications, which entail that

JustOn 2.71.1 has reworked the settlement behavior. Invoices and credits are now settled before their due date, and installment invoices are settled with their maximum amount.

JustOn 2.71 has added support for tracking payments on the installments of the calculated payment plan. Any existing pre-payments no longer produce deposit installments.

JustOn 2.71 has added support for individual value adjustments based on specific booking details. IVA does no longer depend on dunning levels, nor does it produce IVA balances.

JustOn 2.71 has added support for explicitly excluding invoice line items from the order discount. Invoice line items with a negative amount are no longer exempt by default.

JustOn 2.70.1 has fixed the tax recognition rule handling. If you are upgrading JustOn from a previous version, you must, however, manually change the API name of the Sync With Revenue picklist value of the Invoice Line Item field Tax Recognition Rule to Sync With Revenue after applying the upgrade. (For details, see Modifying Picklist Values.)

JustOn 2.69 has added dedicated support for chargebacks. This approach replaces the Force Matching option that was previously available when executing the payment matching or assignment procedure.

As of JustOn 2.69, the booking date of revenue booking details determines the booking date allocation of related booking details produced for taxes and deferred revenue.

JustOn 2.69 has renamed the revenue recognition rule Monthly to Booking Month.

For compatibility reasons, JustOn still supports configurations that relate to Monthly. Make sure, however, to check any configurations, custom integrations, etc. for proper operation and adjust them if required.

JustOn 2.65 has introduced the custom picklist field JustOn Contact Role on the Contact object. This mechanism replaces the Account Contact Role functionality in Salesforce Classic, which is no longer supported by Salesforce.

For compatibility reasons, JustOn still supports existing Salesforce Classic Account Contact Roles. If available, they take precedence over the value set in the JustOn Contact Role field.

JustOn 2.64 has renamed the custom setting Tenant to Business Entity.

For compatibility reasons, JustOn still supports configurations that relate to the previous name tenant. Make sure, however, to check any custom integrations, configurations, templates, placeholders, etc. for proper operation and adjust them if required.

JustOn 2.64 introduces dedicated history fields and history tracking for number ranges. If you are upgrading JustOn from a previous version and want to use this feature, you must explicitly activate history tracking for all relevant Number Range fields.

JustOn 2.64 supports dedicated ON fields for setting the type of the invoice and the invoice line items with the generic invoice run. Use ON_Type to set the type of the invoice and ON_LineItemType to set the type of the invoice line item.

JustOn 2.63 has modified the SEPA export formats.

  • The SEPA Direct Debit Export format XML CDD pain.008.003.02 has been replaced with XML CDD pain.008.001.02, and the SEPA Credit Export format XML CCT pain.001.003.03 has been replaced with XML CCT pain.001.001.03. The two changes are backward compatible for all banks that implement the current DFÜ Agreement Appendix 3.
  • For banks in Austria and the Netherlands, the SEPA Direct Debit Export format XML CDD pain.008.001.02 has been renamed to XML CDD REQUIRED_BIC pain.008.001.02, and the SEPA Credit Export format XML CCT pain.001.001.03 has been renamed to XML CCT REQUIRED_BIC pain.001.001.03. These SEPA formats require the BIC value.

When working with banks in Austria and the Netherlands, make sure to adjust your export configurations accordingly.

JustOn 2.61 has introduced the tab Balances. If you upgrade JustOn from an earlier version, you must

  • Remove any unmanaged custom object tabs for balances that you may have created manually before upgrading to JustOn 2.62,
  • Specifically allow accessing the new tab after upgrading.

JustOn 2.57 has added support for the VAT number validation. If you upgrade JustOn from an earlier version, you are prompted to allow communication with the EU website that provides the corresponding service.

Note that by default, no data is transferred to or from this website. Before any data is transferred to or from the service, you must explicitly enable the feature for your org. For details, see Why approve third-party access on setup.

JustOn 2.56.2 has reworked the behavior of canceled subscriptions. Canceled subscriptions with an end date set now produce an invoice until the end date is reached. If you upgrade JustOn from an earlier version, you must review your canceled subscriptions after upgrading to this release.

If upgrading from a previous version lower than JustOn 2.55, read the JustOn 2.55 release notes for advice and known upgrade issues.

Info

Generally, JustOn recommends to delete all draft invoices before installing the new JustOn Billing & Invoice Management release in order to allow for a smooth transition to the new features.

If you bundle JustOn permission sets in permission set groups, always make sure their status is Updated. This indicates that the bundled permissions are up-to-date.

Changes

  • Reworked subscription metrics and account metrics creation: uses the day after the item end date for the final metric record to prevent breaks in the metric chain (BIL-3705)

Fixes

  • Fixed subscription metrics and account metrics creation: correctly creates metric records for items with price tiers when cancelling or updating subscriptions (BIL-3705)
  • Fixed booking detail creation for balances: correctly produces booking details for reversed and reversal write-off balances (BIL-3729)

JustOn 2.81.1

2022-11-29

Note

JustOn 2.81 has reworked the creation of subscription metrics and account metrics. It no longer uses the item end date for the final metric record but the day after. This provides for a "smooth" transition between items, preventing breaks in the metric chain (or large swings in chart representations).

Fixes

  • Fixed invoice line item creation from products: circumvents size limit for pricebooks (BIL-3727)
  • Fixed bookkeeping data generation: correctly retrieves existing booking periods to allocate new booking details (BIL-3735)
  • Fixed generic invoice run: allow parallel individual invoice creation for different individual source records (BIL-3694)