Business Entity Mappings
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
You can define multiple business entities using the custom setting Business Entity. To determine which business entity to assign to a particular invoice based on certain account data, you can use business entity mappings.
Business Entity Mapping Information
Business entity mappings define key-value pairs of account data that decide which business entity to assign to a particular invoice. JustOn implements business entity mappings using the custom setting Business Entity Mapping. The following fields are available:
|Name||An arbitrary name for the mapping. Use a meaningful name to facilitate the administration.||
|Account Field Name||The internal name of the account field that is used to map an account to a business entity.||
|Account Field Value||The value of the account field that is used to map an account to a business entity.||
|Business Entity Name||The exact name of the business entity to which the specified account field name and value should map.||
The example values will assign the business entity named "ACME Germany GmbH" to every invoice whose billing country is set to "Germany".
You can use any account field to define your own business entity mappings as necessary.
If an invoice matches multiple business entity mappings, the resulting business entity will be the first that JustOn encounters. This is not predictable. Therefore, make sure to define your business entity mappings in a way that they will not overlap.
The same applies to default business entities: If JustOn encounters multiple default business entities, it picks the first one. Thus, make sure to select only one business entity as the default.
Defining Business Entity Mapping
Depending on your organization's requirements, you must create business entity mappings to assign individual business entities for specific regions, customers or other criteria to the corresponding invoices.
To create a new business entity mapping:
Click to enter Setup, then open Custom Settings.
In Salesforce Lightning, navigate to Custom Code > Custom Settings.
In Salesforce Classic, navigate to Develop > Custom Settings.
Click Manage in the row of Business Entity Mapping.
- Click New.
Specify the details as necessary.
The mandatory information includes
Account Field Name,
Account Field Valueand
Business Entity Name.
For details, see Business Entity Mapping Information.
This creates the new business entity mapping, which will assign the specified business entity to invoices of the matching account.