Payment Matching Fields
JustOn allows for tracking collections for invoices. To this end, you can import payment entries from CSV files. Imported payment entries are then matched to invoices and dunnings, and, optionally, to opportunities and accounts.
The custom setting Payment Matching Fields determines which fields of which objects to consider, controlling the matching scope.
Payment Matching Fields Information
The custom setting Payment Matching Fields includes the following information:
|Name||A unique name for the custom setting record.||
|Active||Determines whether the current field is used for the matching.||
|Field||Specifies the API name (or relationship name) of the field to be used for matching the object to payment entries.||
|Reference Match Expression||Defines a regular expression used to find matching strings in the
||See Adjusting Reference Matching|
|Source||Specifies the API name of the object to which the payment entry is to be matched.||
JustOn ships pre-defined matching settings for the invoice number and the account number.
Defining Payment Matching Fields
Depending on your organization's requirements, you must customize the scope for the payment data matching process.
- In Setup, 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 Payment Matching Fields.
- Click New.
- Specify the details as necessary.
The mandatory information include the name and the field.
See Payment Matching Fields Information.
- Click Save.
To directly match payment entries to accounts, opportunities or dunnings, you can define the following payment matching settings:
Adjusting Reference Matching
The basic matching behavior is to compare all words (strings separated by spaces) that are contained in the
Reference field of the payment entry with the specified matching fields. However, the relevant strings may not always be separated by spaces, which may prevent them from being matched.
To facilitate the matching, you can use a regular expression that decomposes a complex string, enabling JustOn to detect the relevant part. Provide the expression that works for your
Reference field values in the field
Reference Match Expression of the custom setting Payment Matching Fields.
The following examples show regular expressions for some invoice number formats that may be defined using counters settings.
|Counter||Example Value||Regular Expression|
For details about the regular expression syntax, refer, for example, to the Pattern overview in the Java Documentation.