Certain business use cases may require keeping a product group on invoice line items, like, for example, G/L account or center assignments.
Generally, there are two ways to add this information:
- If the invoice line item is based on a price book entry, you can create a custom field
ON_ProductGroupthat retrieves the value of the
Product Familyfield using a formula, like, for example,
- For other items, or if the
Product Familyfield is empty, you can use product groups defined in corresponding custom settings.
JustOn supports creating product groups using the custom setting Product Group. These product groups can then be added to subscription items or selected when manually creating an invoice line item. The individual custom setting records are available as values in the corresponding
Product Group picklist.
Each product group setting specifies the following information:
|Name||The unique name for the custom setting record. At the same time, specifies the name of the product group to be available for selection. When set, the product group can be printed to the invoice PDF and is available as G/L account or center assignment criterion.|
|Description||An optional description of the product group.|
To create a new product group setting:
- 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 Product Group.
- Click New.
- Specify the information as necessary.
- Click Save.
▶ This creates the new product group setting.
Create a Product Group record for each product group to be available for selection.