Billing - Cash Management Integration

This JustOn Configurator package adds a standard configuration for integrating JustOn Cash Management with JustOn Billing & Invoice Management. For details, see Enabling JustOn Cash Management.

Info

System preconditions:

JustOn Billing & Invoice Management installed
Permission set JustOn Additional Fields created (Enabling Access for New Users, step 2)
JustOn Cash Management installed

Deploying package

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 https://juston-configurator.herokuapp.com/.
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.
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

The package adds the following artifacts:

Fields

Object	Field API Name	Data Type	Description
Entry	Invoice	Lookup (Invoice)	Links to the related invoice.
	Payment	Lookup (Payment)	Links to the related installment (`ONB2__Payment__c` object).
Balance	CM_Payment	Lookup (Payment)	Links to the related payment in JustOn Cash Management (`JPAY1__Payment__c` object).
	CM_EntryItem	Lookup (EntryItem)	Links to the related entry item (if the payment is settled with an entry).
Invoice	EntryAssignmentKey	Text(255)	Used to uniquely associate existing entries with invoices on invoice finalization.

Flows

Enable Edit access to all new fields via the permission set JustOn Additional Fields.
Activate the flows for the balance creation.
Activate the integration.
Optionally, enable the PDF preview and configure the payment page link handling.