Generic Invoice Run on Order
This JustOn Configurator package adds a standard configuration for generating invoices based on orders. It configures the standard objects Order and Order Product to be invoiced directly using the generic invoice run provided with JustOn Billing & Invoice Management.
For details, see Billing Arbitrary Objects.
To deploy a configurator package:
- Log in your target Salesforce org.
In the same browser session, open the JustOn Configurator.
If the link does not work, copy the URL
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.
Open the relevant tab.
- Scroll down the list to find the relevant package.
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.
The package adds the following artifacts:
- Invoicing fields on Order and Order Product
- Generic invoice run filter
- New Invoice button on Order
Object API Name Data Type Description Value Order ON_Account Formula (Text) The Salesforce account ID that links the record to the account.
ON_Invoice Lookup (Invoice) The invoice that resulted from this record. ON_LastInvoiceRun Lookup (Invoice Run) The last invoice run that has processed this record. ON_InvoiceBuildError Text (255) Shows errors that occurred during the last invoice run. ON_ServiceDate Formula (Date) The record will be invoiced when the date is
nullor within the service period of the invoice run.
ON_Template Formula (Text) The Salesforce ID or name of the template to be used.
The formula can return a dedicated template according to specific criteria.
Order Product ON_Title Formula (Text) The name or short description of the invoice line item.
ON_Quantity Formula (Number) The quantity to be billed for this invoice line item.
ON_UnitPrice Formula (Currency) The net or gross price of one unit of this invoice line item.
Field Description Value Name The filter name, will be available as an option picklist value when triggering the operation
Child Relation The name of the child object
Target The API name of the target object
Condition The condition to restrict the set of included records
Status = 'Activated'
Use Case The filter use case
- Enable Edit access to the new fields via the permission set
JustOn Additional Fields.
- Add the button New Invoice to the Order page layout.
- Set a specific template using the Order field