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Business Entities

Certain business use cases require a Salesforce organization (the "virtual space" that includes all data and applications of an individual business) to hold specific billing-relevant information or to be further divided in subdivisions. To this end, JustOn has introduced business entities (up to JustOn 2.63, "tenants").

The business entity can hold billing-relevant information of your company or company subdivision, like address data or bank data. When using business entities, you can automatically assign a business entity to an invoice during the invoice creation. Consequently, the business entity information can be printed to the invoice via custom placeholders, like [BusinessEntityName] or [BusinessEntityIBAN].

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JustOn 2.64 has renamed the custom setting Tenant to Business Entity.

For compatibility reasons, JustOn still supports configurations that relate to Tenant. Make sure, however, to check any custom integrations, configurations, templates, placeholders, etc. for proper operation and adjust them if required.

Business Entity Information

JustOn implements business entities using the custom setting Business Entity. The following fields are available:

Label Description
Name Specifies the name of the business entity. At the same time, the unique name for the custom setting record.
BIC The BIC (SWIFT) code.
Bank Account The bank account number.
Bank Code The bank code of the business entity.
City The city of the business entity.
Company The name of the company.
Counter The counter name for all invoices of this business entity.
This counter is only used if the template detail does not define a counter.
Country Code The country code of the business entity.
Country The country of the business entity.
Credit BIC Optional BIC (SWIFT) code for SEPA credits.
Credit IBAN Optional IBAN code for SEPA credits.
Default If selected, sets the current business entity as the default business entity.
Email Sender Defines an email sender address, must be available as organization-wide email address.
IBAN The IBAN code.
Management The CEO of the subsidiary.
Member ID ABI code of the bank, required when using a CBI export format
PostalCode The postal code of the subsidiary.
SEPA Creditor ID Each biller in SEPA will be identified with a creditor identifier. This identifier, in connection with the mandate reference, allows the payer and the payer's bank to verify each SEPA direct debit and to process or reject the direct debit according to the payer's instructions. Billers will have to request this identifier according to local practice.
State Code The state code of the business entity.
State The state of the business entity.
Street The street and house number of the business entity.
Tax ID The VAT ID or tax ID of the business entity.
Tax Provider Name of the service used to determine taxes, like Internal or AvaTax.
Organization Identification An organization ID according to ISO 20022. Required for some banks.
For SEPA, leave this empty.
Scheme Name Code A data source scheme, related to the organization ID according to ISO 20022. Required for some banks.
For SEPA, leave this empty.

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Your business may require additional information for business entities, for example, a web address or a commercial register entry. To this end, you can add new fields to the custom setting. For details, see Add Custom Settings Fields in the Salesforce Help.

Defining Business Entity

Depending on your organization's requirements, you must create individual business entities for specific regions, customers or other criteria.

To create a new business entity:

  1. In Setup, 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 Business Entity.

  3. Click New.
  4. Specify the details as necessary.

    Specify your company's or company subdivision's information in the corresponding fields as necessary.

    Custom settings names must not exceed 38 ASCII characters.

    Selecting the Default checkbox makes JustOn use the current business entity for all invoices.

  5. Click Save.

    This creates the new business entity and makes it available for subscriptions and invoices.

Naming considerations

There is no need to specify the exact name of a business entity in the Name field of its custom setting record. The record name is merely an internal "handle". The company name that becomes public (being printed to a PDF) is taken from the Company field.

Think of a company that rents pedelecs, "The E-Bikers", with subsidiaries across Europe, officially named like "The E-Bikers (UK) Ltd", "The E-Bikers (España), S.L.", "The E-Bikers (Deutschland) GmbH" and so on. In your working environment, it is very like likely that you would call these entities the "Spanish branch" or just "Spain" – so it is perfectly fine to use these short names as the custom setting record names, providing the complete name in the Company field.

For details, see How to name custom settings?

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You can define multiple business entities. To determine which business entity to assign to a particular invoice, you can use business entity mappings.

Assigning Business Entities to Invoices and Subscriptions

Invoices and subscriptions can specify a business entity. If the information is available, JustOn automatically populates the Business Entity field on the invoice or subscription when creating these objects. You can, however, later override the business entity manually.

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Make sure to check that the spelling exactly matches the business entity name as defined in the custom setting. JustOn performs an exact match on the business entity name when retrieving the corresponding information.

When determining the business entity for an invoice, JustOn tries to retrieve the information in the following order:

  • Copy business entity from subscription
  • Determine business entity from account via business entity mapping
  • Use default business entity
  • Leave Business Entity field empty

Similarly, when determining the business entity for an invoice, JustOn proceeds as follows:

  • Determine business entity from account via business entity mapping
  • Use default business entity
  • Leave Business Entity field empty