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Enabling Entry Reduction

← Setting Up Receivables/Payables Management

As a result of certain business use cases, some payment requests may have to be reduced – like, for example, when creating a partial credit for an invoice or when writing off an invoice. To support such use cases, JustOn Cash Management introduces reductions.

If you have upgraded JustOn Cash Management from a pre-1.66 version, you may have to take several manual steps in order to enable the entry reduction:

Enabling Entry Reduction From the UI

The default Entry record page includes the Reduce action.

If you use a custom Entry record page, your business may also require to enable the entry reduction from the user interface. To this end, you can, optionally, add the Reduce action to the page. To do so:

  1. Open your custom Entry record detail page in the Lightning App Builder.

    1. Open an Entry record.

      Click to access the App Launcher, and select Cash Management > Entries > record name.

    2. Click to open the Setup menu, then select Edit Page.

  2. Select the top panel ("Highlights").

  3. Click Add Action and select the action Reduce.

  4. Click Done on the action window, then Save in the Lightning App Builder.

    For more details, see Create Dynamic Actions in Lightning App Builder in the Salesforce Help.

Adding Reduction Field to Entry

The default Entry record page shows reduction-relevant information on the Entry Lifecycle tab when the entry has been reduced.

If you use a custom Entry record page, your business may also require to allow users managing reduction-relevant information in the user interface. To support this, you can, optionally, add the field Reduction Amount to the page. To do so:

  1. Open your custom Entry record detail page in the Lightning App Builder.

    1. Open an Entry record.

      Click to access the App Launcher, and select Cash Management > Entries > record name.

    2. Click to open the Setup menu, then select Edit Page.

  2. Modify the page layout.

    From the Fields list, drag the Reduction Amount field to an appropriate region of the record page.

  3. Click Save.

    This adds the reduction-related field to your custom Entry record page.

For more details about editing Lightning pages, see Create and Configure Lightning Experience Record Pages in the Salesforce Help.

Configuring Reduction Credit Balance Strategy

Your business may require to define an individual credit balance strategy for the entry reduction. To support this, JustOn Cash Management provides the picklist field Reduction CBS on the Business Entity.

Changing Organization Default Reduction Credit Balance Strategy

JustOn Cash Management has preconfigured Prepared Refund as the default credit balance strategy for the entry reduction (see Supported Business Processes). You can, however, change the default reduction credit balance strategy for your entire organization – setting a new default value in the Reduction CBS picklist.

Info

Modifying values for picklist fields of an object requires the system permission Customize Application.

To change the default reduction credit balance strategy:

  1. Click to enter Setup, then navigate to the object management settings of the Business Entity object (JPAY1__BusinessEntity__c).
  2. Click Fields and Relationships.
  3. Click the name of the Reduction CBS field.
  4. In the Values section, click Edit in the row of the value to be set as default.
  5. Select the Default checkbox.

  6. Click Save.

    This makes the selected credit balance strategy the default option for the entry reduction in your org. It will be applied if neither the business entity nor the business process define a specific credit balance strategy.

Adding Reduction Credit Balance Strategy Field to Business Entity

If you have upgraded JustOn Cash Management from an older version, you must add the field Reduction CBS to the page layout of the Business Entity object manually. To do so:

  1. Click to enter Setup, then navigate to the object management settings of the Business Entity object (JPAY1__BusinessEntity__c).
  2. Click Page Layouts.
  3. In the Business Entity row, click , then select Edit.
  4. Drag the field Reduction CBS to the page layout.

  5. Click Save.

    This adds the picklist field Reduction CBS to the Business Entity detail view, enabling you to define a business entity-specific credit balance strategy for the entry reduction.

Defining Reduction Credit Balance Strategy for Business Entity

Note

Make sure that the field Reduction CBS is available on the Business Entity detail view. For details, see Adding Reduction Credit Balance Strategy Field to Business Entity.

To define an individual credit balance strategy for the entry reduction for your business entity:

  1. Click to access the App Launcher, and select Setup Cash Management.

  2. Open the Business Entities tab.

    For easy access, you may want to add the Business Entities tab to the navigation bar. For details, see Personalize the Navigation Bar in the Salesforce Help.

  3. Click the business entity name to open its detail view and click Edit.

  4. In the Reduction CBS field, select the intended credit balance strategy.

    The available options include:

    Credit Balance Strategy Description
    Future Settlement Represents a credit balance available to be settled with the next receivable.
    Prepared Refund A prepared refund blocks the credit balance from being available for settlement. Instead, this creates a refund with the status Prepared.
    Direct Refund A direct refund blocks the credit balance from being available for settlement. Instead, this creates a refund with the status Approved.

  5. Click Save.

    This defines the default credit balance strategy for the entry reduction for your business entity.

    Be aware that users can specifically select a credit balance strategy when executing an entry reduction, which may override the defined default strategy.