JustOn Cash Management Upgrade

This document summarizes configuration tasks to do manually in order to complete upgrades from earlier versions of JustOn Cash Management to a recent release.

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.

Upgrade From	Required Task
< 1.51	For custom Payment record pages, add the payment processing status component to the page manually (see Enabling Payment Status Display).
< 1.49	Add the value Pending to the Initial Payment Status picklist of the Bank Account object in order to allow for controlling SEPA batch bookings (see Enabling Initial Payment Statuses).
	Add the fields Refund to the page layout of the Bank Statement Item object and Matching Result to the page layout of the Refund object (see Enabling Refund Information Display).
	Remove deprecated values Issued, Open, Reversed, Rejected from the Status picklist of the Refund object (see Enabling Refund Statuses).
< 1.43	Add the button Credit Transfer to the Refund list view and activate the the Refund Credit Transfer flow (see Enabling Credit Transfer).
< 1.42	Add the Files related list to the Bank Account detail view manually (see Enabling Bank Statement Download).
< 1.40	Add the value Unmatched, multiple results to the Matching Result picklist of the Payment object in order to make the payment matching operational (see Enabling Payment Matching Results).
< 1.39	Add the field Cancellation CBS to the page layout of the Business Entity object (see Adding Cancellation Credit Balance Strategy Field to Business Entity).
< 1.38	Add the value Canceled to the Status picklist of the Entry object in order to make the entry cancellation operational (see Enabling Entry Status Canceled).
	Deactivate the deprecated process Set Entry Status (see Deactivating Deprecated Entry Process).
	Optionally, add the button Cancel to the Entry detail view (see Enabling Entry Cancellation From the UI).
	Optionally, add the fields Cancellation Reason, Cancellation ID, Cancellation No and Cancellation Distribution Url to the page layout of the Entry object (see Adding Cancellation Fields to Entry).
< 1.35	Optionally, add the button Retrieve to the Bank Statement list view manually (see Enabling Bank Statement Download).
< 1.33	Add the value Refunded to the Status picklist of the Refund object (see Enabling Refund Statuses).
< 1.32	Add the Files related list to the Error Report detail view manually (see Enabling Large Error Reports).
< 1.29	If no longer needed, remove the deprecated fields JPAY1__AssignedAmount__c from the Payment object as well as JPAY1__LastCaptureAmount__c and JPAY1__LastSuccessfulCaptureAmount__c from the Payment Instrument object.
< 1.28	Add the value Payment Id matched to the Matching Result picklist of the Payment object in order to make the payment matching operational (see Enabling Payment Matching Results).
	Add the field Proprietary Bank Account Identifier to the page layout of the Bank Account object (see Enabling Proprietary Bank Account Identifiers).
< 1.25	Optionally, add the fields Cumulated Charges, Effective Amount, Instructed Amount, Transaction Amount to the page layout of the Bank Statement Item object (see Enabling Chargeback Information Display).
< 1.24	Add the value FindEntryByCustomField to the Template picklist of the Matching Configuration object manually in order to enable the new matching configuration type (see Enabling Matching Configuration Search Templates).
	Optionally, add the fields SEPA Direct Debit Batch Booking, SEPA Credit Transfer Batch Booking and Initial Payment Status to the page layout of the Bank Account object (see Enabling SEPA Batch Booking Control).
< 1.23	Enable the access to the Global Configuration dialog (see Enabling Global Configuration Access).
	Optionally, add the button Settle Automatically to the Bank Statement Item list view manually (see Enabling Settlement From Bank Statement Items).
< 1.22	Optionally, add the payment provider types Mollie and JustonTestPayments to the Type picklist of the Payment Provider object (see Enabling Payment Provider Types).
< 1.21	Optionally, add the field Status Details to the page layout of the Payment object.
< 1.19	Add the status Canceled to the Status picklist of the Payment object in order to make the payment cancellation operational (see Enabling Payment Statuses).
< 1.18	Add the button Credit Transfer to the Entry list view (see Enabling Credit Transfer).
< 1.17	Deactivate the validation rule PaymentID_CheckBlanks on the payment object (see Activate Validation Rules in the Salesforce Help).