Subscription Builder on Order
This JustOn Configurator package adds a standard configuration for automatically building subscriptions based on orders. It configures the standard objects Order and Order Product to be invoiced with JustOn Billing & Invoice Management.
For details, see Automatic Subscription Build.
- JustOn Billing & Invoice Management installed
- Permission set
JustOn Additional Fieldscreated (Enabling Access for New Users, step 2)
- State and Country Picklists enabled
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.
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
- Subscription builder filter
- New Subscription button on Order
Object API Name Data Type Description Order ON_Account Formula (Text) Specifies the Salesforce account ID or external ID.
The formula uses the API name of the field that links the object to the account, for example,
ON_Subscription Lookup (Subscription) Links to the related subscription. ON_SubscriptionBuildError Text (255) Shows the error message in case the subscription creation has failed. ON_CurrencyIsoCode Formula (Text) Sets the subscription currency to the source object currency if
a) you use multiple currencies and
b) the account currency differs from the source object currency.
The formula is
Order Product ON_OrderNo Formula (Text) Key to match source data to a subscription item, must be unique for each detail of the same master. ON_Price Formula (Currency) The net sales price of the item. ON_Quantity Formula (Number) The quantity of the item to be invoiced. ON_Title Formula (Text) The name or title of the 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 Subscription to the Order page layout.