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Tenant

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 tenants.

The tenant can hold billing-relevant information of your company or company subdivision, like address data or bank data. When using tenants, you can automatically assign a tenant to an invoice during the invoice creation. Consequently, the tenant information can be printed to the invoice via custom placeholders, like [TenantName] or [TenantIBAN].

Tenant Information

JustOn implements tenants using the custom setting Tenants. The following fields are available:

Label Description
Name Specifies the name of the tenant. At the same time, the unique name for the custom setting record.
BIC The BIC (SWIFT) code.
Bank Account The bank account number.
Bank Code The bank code of the tenant.
City The city of the tenant.
Company The name of the company.
Counter The counter name for all invoices of this tenant.
This counter is only used if the template or template detail does not define a counter.
Country Code The country code of the tenant.
Country The country of the tenant.
Credit BIC Optional BIC (SWIFT) code for SEPA credits.
Credit IBAN Optional IBAN code for SEPA credits.
Default If selected, sets the current tenant as the default tenant.
Email Sender Defines an email sender address, must be available as organization-wide email address.
IBAN The IBAN code.
Management The CEO of the subsidiary.
Member ID ABI code of the bank, required when using a CBI export format
PostalCode The postal code of the subsidiary.
SEPA Creditor ID Each biller in SEPA will be identified with a creditor identifier. This identifier, in connection with the mandate reference, allows the payer and the payer's bank to verify each SEPA direct debit and to process or reject the direct debit according to the payer's instructions. Billers will have to request this identifier according to local practice.
State Code The state code of the tenant.
State The state of the tenant.
Street The street and house number of the tenant.
Tax ID The VAT ID or tax ID of the tenant.
Tax Provider Name of the service used to determine taxes, like Internal or AvaTax.
Organization Identification An organization ID according to ISO 20022. Required for some banks.
For SEPA, leave this empty.
Scheme Name Code A data source scheme, related to the organization ID according to ISO 20022. Required for some banks.
For SEPA, leave this empty.

Defining Tenant

Depending on your organization's requirements, you must create individual tenants for specific regions, customers or other criteria.

To create a new tenant:

  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 Tenant.

  3. Click New.

  4. Specify the details as necessary.

    Specify your company's or company subdivision's information in the corresponding fields as necessary.

    Selecting the Default checkbox makes JustOn use the current tenant for all invoices.

  5. Click Save.

    This creates the new tenant and makes it available for subscriptions and invoices.

Info

You can define multiple tenants. To determine which tenant to assign to a particular invoice, you can use tenant mappings.

Assigning Tenants to Invoices and Subscriptions

Invoices and subscriptions can specify a tenant. If the information is available, JustOn automatically populates the Tenant field on the invoice or subscription when creating these objects. You can, however, later override the tenant manually.

Info

Make sure to check that the spelling exactly matches the tenant name as defined in the custom setting. JustOn performs an exact match on the tenant name when retrieving the corresponding information.

When determining the tenant for an invoice, JustOn tries to retrieve the information in the following order:

  • Copy tenant from subscription
  • Determine tenant from account via tenant mapping
  • Use default tenant
  • Leave Tenant field empty

Similarly, when determining the tenant for an invoice, JustOn proceeds as follows:

  • Determine tenant from account via tenant mapping
  • Use default tenant
  • Leave Tenant field empty