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Product Group

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:

  • You can create the custom field ON_ProductGroup on the source object for the invoice line item creation and have it set using appropriate logic (like a formula or a process). Using the ON field mechanism, JustOn copies the field value to the target Product Group field of the invoice line item.

    If, for example, your invoice line items are based on price book entries, you can create ON_ProductGroup as a formula field to retrieve the relevant value from the Product Family field, using TEXT(PricebookEntry.Product2.Family).

  • For other invoice line items, or if the relevant source field 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:

Field Description
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.

Create a Product Group record for each product group to be available for selection.

  1. 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.

  2. Click Manage in the row of Product Group.

  3. Click New.
  4. Specify the information as necessary.
  5. Click Save.

    This creates the new product group setting.