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Global Settings

Global settings control specific app functionality that is used throughout JustOn.

Global Settings Overview

Global settings are implemented as a custom setting, where the data fields represent the app settings. The following fields, that is, app setting options, are available:

Field Label
API Name
Type Description
Active Subscription Status
ActiveSubscriptionStatus__c
Text (255) A comma-separated list of strings that specify the active subscription statuses.
Use Advanced Currency Management
AdvancedCurrencyManagement__c
Checkbox Specifies whether your org has advanced currency management enabled.
Adjust for Tax Rounding Differences
AdjustTaxRounding__c
Checkbox Specifies whether to adjust Total (Tax) and Grand Total for tax rounding differences on invoices.
Does not work with multiple tax rates.
Allow Invoice Changes in Status Open
AllowInvoiceChanges__c
Checkbox Specifies whether to allow modifications to fields of invoices and invoice line items after finalization. Enabling this mode allows, for example, to import invoices in any status and to set an individual invoice number.
Use this feature with extreme care. Make sure to deactivate this setting as soon as the intended modifications are completed.
Allow Overpayments
AllowOverpayments__c
Checkbox Specifies whether to allow overpayments on open invoices, not splitting balances.
Always Create Content Distribution
AlwaysCreateContentDistribution__c
Checkbox Specifies whether to create a public link for all invoice PDF files without installing the JustOn Self-Service Extension.
Attach Invoice PDFs to Account Statement
AttachInvoicePdfToAccountStatement__c
Checkbox Specifies whether to clone and attach invoice PDF attachments to account statements.
Large or many PDF files will quickly exceed the heap size limit.
Base URL
BaseURL__c
Text (255) The base URL of the force.com website.
Must end with a trailing slash \.
Create Bookkeeping Data
CreateBookkeepingData__c
Checkbox Specifies whether to create booking periods and booking details for finalized invoices.
Decimal Places for Quantity
DecimalPlacesForQuantity__c
Number (2,0) Default setting for decimal places in Quantity fields.
Decimal Places for Unit Price
DecimalPlacesForUnitPrice__c
Number (2,0) Default setting for decimal places in Unit Price fields.
Disable Statistic Line Items
DisableStatisticLineItems__c
Checkbox If checked, the statistics export will not export invoice line item data.
Display Quantity
DisplayQuantity__c
Text (255) The API name field of the transaction object that is to be accumulated for the display quantity.
Grace Period
GracePeriod__c
Number (3,0) Specifies the grace period (days) for the subscription renewal.
Enable Accounting in Gross Values
EnableGrossBookkeeping__c
Checkbox If checked, JustOn uses gross values when creating bookkeeping data.
Invoice PDF URL
InvoicePdfUrl__c
URL (255) Specifies a custom URL for invoice PDF files.
Late Fee Rate
LateFeeRate__c
Percent (15,3) Defines the monthly interest rate for calculating the late fees for invoices. This value will be used if the rate is empty at the dunning level setting.
Log Level
LogLevel__c
Text (7) The cutoff for logging. Log statements below this level are not logged. Possible values include (in this order): NONE, FATAL, ERROR, WARNING, INFO.
Multiple Draft Invoices
MultipleDraftInvoices__c
Checkbox Allow multiple draft invoices per subscription for different invoice runs.
Notification Level
NotificationLevel__c
Text (7) The cutoff for notifications. Notifications at the end of batch chains will only be sent if the level has been reached. Possible values include (in this order): NONE, FATAL, ERROR, WARNING, INFO.
Notification Target
NotificationTarget__c
Text (255) Send notifications for finished batches via email. No notifications will be sent if empty.
Pricebook Fields
PricebookFields__c
Text (255) Allows to define a comma-separated list of pricebook entry fields in order to customize the picklist on the New Item From Product page. Defaults to Name.
Rewrite InvoicePDF URL
RewriteInvoicePDFURL__c
Text (255) Page name: InvoicePDF
Rewrite Invoice URL
RewriteInvoiceURL__c
Text (255) Page name: Invoice
Rewrite PaypalBuyerReturn URL
RewritePaypalBuyerReturnURL__c
Text (255) Page name: PaypalBuyerReturn
Rewrite PaypalIPN URL
RewritePaypalIPNURL__c
Text (255) Page name: PaypalIPN
Rewrite QpayBuyerReturn URL
RewriteQpayBuyerReturnURL__c
Text (255) Page name: QpayBuyerReturn
Billed Opportunity Stage Name
BilledOpportunityStageName__c
Text (40) Allows to define an opportunity stage to which billed opportunities are set automatically when invoices are finalized.
Not Billed Opportunity Stage Name
NotBilledOpportunityStageName__c
Text (40) Allows to define an opportunity stage to which partly billed or not billed opportunities are set.
Settle Credits
SettleCredits__c
Checkbox Specifies whether to settle open credits with the next invoice run.
Settle Invoices
SettleInvoices__c
Checkbox Specifies whether to settle open invoices with the next invoice run.
Track E-Mail
TrackEMail__c
Checkbox Specifies whether to create a task for all sent invoice emails.
Use Billing Address for Tax
UseBillingForTax__c
Checkbox Specifies which invoice address to use for the tax calculation: if unchecked, the shipping address, if checked, the billing address.

Modifying Global Settings

Depending on your organization's or business use cases' requirements, you must modify a global setting:

  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 Global Settings.
  3. Click Edit in the row of Default.
  4. Specify the details as necessary.
    For details, see Global Settings Overview.
  5. Click Save.