JustOn Upgrade Guidelines

This document outlines the path organizations must take to upgrade earlier versions of JustOn Billing & Invoice Management to a recent release. Navigate to the version you intend to install for information about how to proceed.

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.

2.102

Upgrading to JustOn Billing & Invoice Management 2.102 requires at least version 2.55.

If, unusually, upgrading from v2.55 to v2.102 fails due to missing fields, install v2.66 as an intermediate version.

Upgrading | Important Info

JustOn 2.98 has replaced the Installments button. When upgrading JustOn Billing & Invoice Management from a pre-2.98 version, you must remove the deprecated installments button (labeled Deprecated installments) from the layout and add the new button (see Enabling Installment Creation for Single Invoices).

JustOn 2.97 has replaced the Account Statement button. When upgrading JustOn Billing & Invoice Management from a pre-2.97 version, you must remove the deprecated account statement button (labeled Deprecated Account Statement) from the layout and add the new button (see Enabling Account Statement Generation for Single Accounts).

JustOn 2.96 has reworked the creation of account statements. If the involved balances relate to business entities, JustOn Billing & Invoice Management groups the balances by their business entity and, consequently, creates separate account statements for each account-business entity pair.

JustOn 2.94 has added support for payment plans and installments on deposit invoices. In this context, two obsolete invoice type values (Installment and Final with Installment) have been removed from the Type field of the Invoice object. When upgrading from a previous version, these values remain available, although they will no longer be used by the software. You can safely remove them (see Modifying Picklist Values).

JustOn 2.92 has added a fiscal version numbering (FR-NF203-D 438-003) to the installed package name in order to comply with the NF203 certification for France.

JustOn 2.91 has introduced the generic payment method Online Payment to cover all payment methods available through payment service provider integrations via JustOn Cash Management, replacing Credit Card and Paypal. When upgrading from a previous version, you may have to add the value Online Payment to the Payment Method picklist of the Invoice object manually in order to make use of the new payment method. Likewise, you may have to manually deactivate the deprecated payment methods Credit Card and Paypal. For details, see Modifying Picklist Values. For compatibility reasons with existing solutions, JustOn Billing & Invoice Management still supports the deprecated payment methods Credit Card and Paypal.

JustOn 2.90 has added support for generating payment QR codes using the JustOn PDF service. With this respect, you must explicitly allow accessing the JustOn PDF service if you intend to use this feature.

JustOn 2.88 has introduced a new invoicing engine. It uses a new rounding approach when calculating the invoice line item price in order to be in line with common third-party applications (see Invoice Line Item Rounding). As of v2.88, JustOn Billing & Invoice Management uses the invoicing engine v2 for all new invoices by default. For existing invoices after upgrading from a previous JustOn version, the previous calculation mode is applied.

JustOn 2.86 has reworked the invoice finalization. It now executes the complete finalization batch chain when started from both the list view and the detail view.

Be aware that

• The finalization batch chain involves, among other steps, automatic invoice/credit settlement and automatic payment balance assignment. If required, you can disable these features individually (see How do the changes made to the individual invoice finalization impact my workflow?)
• Users who finalize single invoices individually from their detail view must be allowed to execute flows via a permission set or a profile (see Enabling Access for New Users).

JustOn 2.86 has reworked the default Lightning record pages for invoices and statements. It has removed the previously used button components and has added new context-sensitive dynamic actions. If upgrading from a previous version, you may have to activate the new pages (API names Invoice1 and Dunning1) manually.

JustOn 2.85.3 has fixed the balance calculation for invoices that include a tax delta. Due to a specific Salesforce condition, the fix requires Tax Delta as a value of the Type picklist on the Invoice Line Item object. If upgrading from a previous version, you may have to add it manually.

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).

Upgrade Information

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

• You must explicitly allow Read and Edit access to the Type field of the Task object, as described in Enabling Access for New Users.
• SOQL expressions in filter conditions must not contain line breaks.

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.

2.55.1

Upgrading to JustOn 2.55.1 requires at least JustOn 2.53.

If, unusually, upgrading from 2.53 to 2.55 fails stating that the component NewInvoiceFromSObject is missing a "flexipage", install JustOn 2.62 or (at least 2.60.3, which adds the missing page).

Note that in this case, you must still follow the upgrade guidelines for JustOn 2.55, as summarized below.

Upgrade Information

With JustOn 2.55, the subscription metrics behavior and generation have been reworked. Before using the new functionality:

1. If you have used subscription metrics in an earlier version, remove the creation processes and the created records, and use the new functionality to generate new subscription metric records.

2. In any case, you must

   1. Delete the roll-up summary fields Monthly Recurring Revenue (ONB2__MRR__c) and Monthly Recurring Usage Revenue (ONB2__MRUR__c) from the Subscription object.
   2. Delete the Type field from the Subscription Metric object to avoid Assertion Failed errors when creating metric records.

   Note that deleting fields from a managed package is only possible in Salesforce Classic.

JustOn 2.55 has removed all payment provider integrations from the basic JustOn package, namely Paymill, Wirecard QPAY, PayPal.

For details, see JustOn 2.55 Release Notes.

With JustOn 2.54, deposit billing and pro forma billing have been made available as separate features. If you have been using deposit billing as an option to pro forma billing as introduced with JustOn 2.47, you must adjust your configuration accordingly.

2.53.4

Upgrading to JustOn 2.53.4 requires at least JustOn 2.51.

Upgrade Information

JustOn 2.53 switches to Salesforce Files as the default location for storing JSON field mapping definition files for CSV export, subscription builder and generic invoice run. The configuration files are set using their (18-digit, case-safe) Salesforce record ID in the field ON_MappingId. JSON configurations saved in Documents, which are accessible via ON_MappingName, are still supported for compatibility reasons.

For details, see JustOn 2.53 Release Notes.

2.51.3

Upgrading to JustOn 2.51.3 requires at least JustOn 2.49.

Note | Before Upgrading

JustOn 2.51 activates field history tracking for Item, Payment Entry, Template, Transaction Detail and Transaction. If upgrading from a previous version, you may have to enable field history tracking manually for these objects for the upgrade to succeed.

Upgrade Information

JustOn 2.51 switches to Lightning Experience as the primary user interface.

• You can still use Salesforce Classic, but you may have to re-enable a number of action and view overrides.
• If upgrading from a previous version, your org may not reflect the original JustOn app design. You can adjust the logo and the primary color manually.
• Depending on your org's requirements, you can enable reduced page layouts for a number of objects as well as remove action buttons from page layouts.

JustOn 2.51 has moved the View remaining button to the Invoice Run Layout. If upgrading from a previous version, you may have to add the button manually to the layout (see Managing Pages).

For details, see JustOn 2.51 Release Notes.

2.49.1

Upgrading to JustOn 2.49.1 requires at least JustOn 2.43.

If, unusually, upgrading from 2.43 to 2.49 fails, there are two possible solutions:

• If the update fails stating the error Invalid type: ContentDistribution, install JustOn 2.50. This version improves the support for Salesforce orgs with missing Content Delivery feature.

  Note that you must still file a case with Salesforce Support to request the Content Delivery feature for your org. Otherwise, JustOn will not function properly.

• In other cases, install JustOn 2.45.3 as an intermediate version.

Note | Before Upgrading

JustOn 2.49 switches to Salesforce Files as the default location for storing produced files. For accessing and using file-related JustOn features, make sure that the Salesforce features Content Deliveries and Salesforce CRM Content are enabled.

Upgrade Information

JustOn 2.49 switches to Salesforce Files as the default location for storing

• produced invoice and dunning reminder PDF files
• exported invoice and bookkeeping data CSV files
• exported SEPA XML files

Find the produced files on Salesforce's Files tab in the group Owned by me, if not configured otherwise (see File Distribution and Export Settings). For details, see

• How to control the file output?
• How to avoid ContentWorkspaceDoc errors?

Make sure to adjust any custom integrations, configurations, templates, etc. that rely on the storage location for produced files and check them for proper operation.

For details, see JustOn 2.49 Release Notes.

2.43.1

Upgrading to JustOn 2.43.1 requires at least JustOn 2.38.

Note | Before Upgrading

To install JustOn 2.43, you must enable the Salesforce feature My Domain.

To allow for a smooth transition to the rewritten tax support, you must delete all draft invoices before installing JustOn 2.43.

Upgrade Information

If you use the tenant configuration, make sure to add the tenant to your tax rules as well.

JustOn 2.43 does no longer create booking details by default. The booking detail creation must be enabled explicitly.

The following fields on the invoice line item have been marked as deprecated and can be deleted by a Salesforce admin:

• UnitPriceNet__c (can be replaced by UnitPriceCalc)
• UnitPriceTax__c
• UnitPriceGross__c

Note that deleting fields from a managed package is only possible in Salesforce Classic.

Make sure to adjust any custom integrations, configurations, templates, etc. that rely on these fields and check them for proper operation.

For details, see JustOn 2.43 Release Notes.

2.38.3

Upgrading to JustOn 2.38.3 requires at least JustOn 2.26. If, unusually, upgrading from 2.26 to 2.38 fails, install JustOn 2.32.3 as an intermediate version.

Upgrade Information

With JustOn 2.38, the following business logic is no longer available via triggers.

Make sure to check any custom implementations whether they rely on these triggers. Rework your implementations as necessary to ensure correct functioning.

Business Process	Removed Trigger Functionality
Create invoice	Setting contact roles Currency conversion date Setting UUID
Finalize invoice	Rendering text fields for invoice PDF incl. placeholders Creating balances
Delete invoice	Reset LastInvoiceRun on subscription Remove balances
Create, edit, delete invoice line item	Calculated invoice balance (field) Calculating rounding-item, delta-item Setting service period dates Calculating and setting invoice class Calculating sequence
Assign, delete balances	Calculated invoice balance (field) Setting and updating invoice status

With JustOn 2.38, setting the picklist field Status on an invoice to Open is no longer supported. That is, you can no longer finalize an invoice this way.

All business processes related to finalizing an invoice, like assigning an invoice number, creating the PDF, creating a balance, etc., need to be initiated via a custom action.

To this end, JustOn 2.38 introduces the button Finalize. You can add this button to the invoice layout (see Managing Buttons or Links). In addition, we recommend to set the field Status on the invoice to read-only (see Modifying Pages).

For details, see JustOn 2.38 Release Notes.

2.26.2

Upgrading to JustOn 2.26.2 requires at least JustOn 2.25.

Upgrade Information

JustOn 2.26.2 requires the Balance object (introduced with JustOn 2.25) to be available.

JustOn 2.26 deprecates and deletes the following fields in favor of new fields:

Object	Deleted Fields
Invoice	CreditTemplate__c DiscountAllowed__c
Dunning Run	Template__c

Make sure to adjust your page layouts accordingly.

2.25.4

Upgrading to JustOn 2.25.4 requires at least JustOn 2.18.

Upgrade Information

JustOn 2.25 introduces the Balance object.

After installing JustOn 2.25.4, make sure to

• Assign all JustOn users read/write access to the Balance object
• Execute the balance migration job using the JustOn Upgrade page
• Create a cancellation template detail