JustOn Cash Management Upgrade
This document summarizes configuration tasks to do manually in order to complete upgrades from earlier versions of JustOn Cash Management to a recent release.
If you bundle JustOn permission sets in permission set groups, always make sure their status is Updated
. This indicates that the bundled permissions are up-to-date.
Upgrade From | Required Task |
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< 1.29 | If no longer needed, remove the deprecated fields JPAY1__AssignedAmount__c from the Payment object as well as JPAY1__LastCaptureAmount__c and JPAY1__LastSuccessfulCaptureAmount__c from the Payment Instrument object. |
< 1.28 | Add the value Payment Id matched to the Matching Result picklist of the Payment object in order to make the payment matching operational (see Enabling Payment Matching Results). |
< 1.25 | Optionally, add the fields Cumulated Charges , Effective Amount , Instructed Amount , Transaction Amount to the page layout of the Bank Statement Item object (see Enabling Chargeback Information Display). |
< 1.24 | Add the value FindEntryByCustomField to the Template picklist of the Matching Configuration object manually in order to enable the new matching configuration type (see Enabling Matching Configuration Search Templates). |
Optionally, add the fields SEPA Direct Debit Batch Booking , SEPA Credit Transfer Batch Booking and Initial Payment Status to the page layout of the Bank Account object (see Enabling SEPA Batch Booking Control). |
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< 1.23 | Enable the access to the Global Configuration dialog (see Enabling Global Configuration Access). |
Optionally, add the button Settle Automatically to the Bank Statement Item list view manually (see Enabling Settlement From Bank Statement Items). | |
< 1.22 | Optionally, add the payment provider types Adyen and JustonTestPayments to the Type picklist of the Payment Provider object (see Enabling Payment Provider Types). |
< 1.21 | Optionally, add the field Status Details to the page layout of the Payment object. |
< 1.19 | Add the status Canceled to the Status picklist of the Payment object in order to make the payment cancellation operational (see Enabling Payment Statuses). |
< 1.18 | Add the button EBICS Credit Transfer to the Entry list view (see Enabling Credit Transfer). |
< 1.17 | Deactivate the validation rule PaymentID_CheckBlanks on the payment object (see Activate Validation Rules in the Salesforce Help). |