Dunning Levels

This JustOn Configurator package adds a standard configuration for the dunning process. For details, see Dunnings and Setting Up Dunning Process Management.

Info

System preconditions:

• JustOn Billing & Invoice Management installed
• Permission set JustOn Additional Fields created (Enabling Access for New Users, step 2)
• State and Country Picklists enabled

Deploying package

To deploy a configurator package:

1. Log in your target Salesforce org.

2. In the same browser session, open the JustOn Configurator.

   If the link does not work, copy the URL https://juston-configurator.herokuapp.com/.

3. Click Salesforce OAuth2.

   This connects the JustOn Configurator with your current Salesforce session using your current credentials. Make sure that you are connected with the intended user and org.

   

4. Open the relevant tab.

5. Scroll down the list to find the relevant package.

6. Click Deploy.

   This deploys the configuration as described to your org.

   Back in your Salesforce org, make sure to add the deployed components to permission sets as necessary.

Deployed Artifacts

Custom settings

Two Dunning Levels records

Field	Dunning_1	Dunning_2
Dunning Level	1	2
Grace Period	21	28
Dunning Fee		5,00
Condition	ON_PreventDunning__c = false	ON_PreventDunning__c = false

Counters record

Field	Value
Name	Dunning
Template	D{00000}

Fields

Object	Field API Name	Data Type	Description
Invoice	ON_PreventDunning	Checkbox	Excludes the invoice from being subject to the dunning run if the checkbox is selected (true) and the condition therefore yields false.

Post-Deployment Tasks

1. Enable Edit access to the ON_PreventDunning field via the permission set JustOn Additional Fields.

2. Create dunning template details.

   1. Create the template details whose names match the Dunning Levels names (Dunning_1 and Dunning_2).
   2. Specify the Dunning counter.

   For details, see Customizing Dunning Reminders.