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Controlling Subscription Management Options

JustOn allows for a number of advanced features with respect to managing subscriptions and subscription items, including

Configuring Subscription Filter

To limit the scope of subscriptions that are subject to an invoice run, you create one or more subscription filters.

Info

As opposed to other filters, subscription filters are presented as radio buttons. If there is one subscription filter, it is always selected. If there are multiple subscription filters, users are prompted to select one of them for the invoice run.

If you need a filter for one specific use case, we recommend to create two, however – one that limits the set of subscriptions as required, and another one that returns all subscriptions. This allows for still choosing between all subscriptions and the filtered subset.

For more details, see Subscription Filter.

  1. Click to enter Setup, then open Custom Settings.

    In Salesforce Lightning, navigate to Custom Code > Custom Settings.

    In Salesforce Classic, navigate to Develop > Custom Settings.

  2. Click Manage in the row of Filters.

  3. Create filter(s) as required.

    For help about creating filters, see Filters.

Select all subscriptions that end on US

Filter Field Example Value Notes
Name US Subscriptions An arbitrary, unique name
Target Subscription__c The target object
Condition Name LIKE '%US' An SOQL WHERE clause
The SOQL expressions in filter conditions must not contain line breaks.
Sequence Empty, or a positive integer
Use Case Empty

Info

With respect to subscription filters, be aware of the following specifics:

  • For subscription filters, the field Use Case is empty.
  • If there is no subscription filter, JustOn considers all active subscriptions with active items whose start date is within the invoice run period for the invoice generation.
  • If there is one subscription filter, it is always applied in the invoice run.

  • If there are multiple subscription filters, you are prompted to select one of them for the invoice run.

    If you need a filter for one specific use case, we recommend to create two, however – one that limits the set of subscriptions as required, and another one that returns all subscriptions. This allows for still choosing between all subscriptions and the filtered subset.

  • If there are filter groups, you can select a filter group to preselect relevant filters, narrowing down the number of available filters.

Configuring Active Subscription Status

The subscription status determines whether a subscription is subject to the invoice run or not. By default, JustOn includes subscriptions of the following statuses in the invoice run:

  • Active
  • Canceled (until their end date is reached)

Your business may require to change this default behavior. To this end, you specify the relevant statuses in the global setting Active Subscription Status.

  1. Click to enter Setup, then open Custom Settings.

    In Salesforce Lightning, navigate to Custom Code > Custom Settings.

    In Salesforce Classic, navigate to Develop > Custom Settings.

  2. Click Manage in the row of Global Settings.

  3. Click Edit in the Default row.

  4. Specify the relevant statuses in the field Active Subscription Status.

    Typical use cases for determining whether a subscription is subject to the invoice run may include, for example:

    Intention Value Result
    Default behavior blank Will process active and canceled (until the end date) subscriptions
    Exclude canceled subscriptions Active Will process active subscriptions only
    Include draft subscriptions for testing purposes Draft Will process active and draft subscriptions, excluding any other statuses (such as Canceled)
    Include draft subscriptions for testing purposes and canceled (until the end date) subscriptions Draft,Canceled Will process active, draft and canceled (until the end date) subscriptions, excluding any other statuses

    Subscriptions with the status Active are always subject to the invoice run. This behavior cannot be turned off.

  5. Click Save.

Enabling Product Lookup

For subscription items created manually from Salesforce products (see Creating Items From Products), you can define a link from the subscription item to the original product. This may help users to understand on which product data the subscription item is based.

To this end, create a lookup relation with the API name ON_Product__c on the Item and the Trigger Helper objects:

  1. Navigate to the fields list of the Item object or, respectively, the Trigger Helper object.

  2. Create the following new field.

    Field Label API Name Data Type
    Product ON_Product Lookup (Product)

    For help about creating fields, see Managing Object Fields.

    Note

    For the lookup to work, make sure to create the field ON_Product on both the Item object and the Trigger Helper object.

Enhancing the Search for Price Book Entries

When creating subscription items from Salesforce products (see Creating Items From Products), you usually select the intended product from a picklist, or you can perform a full-text search to retrieve the product. By default, the price book entry name is the only displayed detail and the only search criterion in the picklist.

You can add more fields to the price book entry picklist, which are then displayed and for which you can search. The custom setting Pricebook Fields holds a comma-separated list of fields that are used to create the name of the picklist entries. This list is subject to the following conditions:

  • If empty, it defaults to Name.
  • It is possible to refer also to fields of the Product2 object.
  • The values of the fields that is listed first control the sorting order of the picklist entries.

That is, the field list Product2.ProductCode,Name,Product2.Family as specified in the custom setting Pricebook Fields would generate picklist entries of the following pattern

SL9040, SLA: Silver, Service Level Agreements

that would be sorted by the product code.

To edit the price book entry display and search:

  1. Click to enter Setup, then open Custom Settings.

    In Salesforce Lightning, navigate to Custom Code > Custom Settings.

    In Salesforce Classic, navigate to Develop > Custom Settings.

  2. Click Manage in the row of Global Settings.

  3. Click Edit in the Default row.
  4. Specify the list of fields as necessary in the field Pricebook Fields.
  5. Click Save.