Completing Optional E-Invoice Configuration

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FR e-facture

Enabling the e-invoice support in JustOn Billing & Invoice Management may include additional – optional or potentially required – tasks. They may be necessary for specific business use cases or if you have upgraded JustOn Billing & Invoice Management from an older version.

Make sure to complete the common e-invoice setup before executing additional tasks.

Optional tasks may include:

• Configuring custom e-invoice field mappings
• Enabling the E-Invoice Provider notification display
• Setting the e-invoice file as email attachment
• Enabling support for embedding additional documents
• Enabling the display of e-invoice statuses to users
• Disabling e-invoice validation warnings
• If applicable, enabling e-invoice statuses
• If applicable, enabling e-invoice provider statuses

Configuring Custom E-Invoice Field Mappings

Custom field mapping lets you override individual e-invoice fields by business term without a code change. You manage mapping configurations in the JustOn Billing Configuration app on the E-Invoice Field Mapping tab.

Configuring field mappings involves

• Identifying the business terms to override
• Creating the custom mapping configuration
• Activating the configuration

Identifying Business Terms to Override

The custom mapping is expressed in terms of EN 16931 business terms (BT-#) and business groups (BG-#). Before creating the configuration, outline the required mapping:

1. List the business terms that you need to override and the source of each value.

2. For each business term, define the intended target.

   Decide one of the following:

   Decision	Use Case	Required Information
   Map from a Salesforce field	The value lives in a Salesforce field – either an existing standard field or a custom field on the Invoice or another object involved in the invoice generation.	API names of the object and the field
   Set a static value	The value is the same for every invoice generated for this business entity and format.	The exact value to use
   Disable temporarily	You want to keep the custom mapping rule but temporarily fall back to the standard mapping for this business term.	none
   Exclude from the output	The business term should not appear in the generated e-invoice at all, even if the standard mapping provides a value.	none

For details on which business term is mapped to which JustOn Billing & Invoice Management field in the standard mapping, see Default Mapping.

Creating Custom Mapping Configuration

To create a new configuration record:

1. Click to access the App Launcher, and select JustOn Billing Configuration.
2. Open the E-Invoice Field Mapping tab.
3. Click New Custom Mapping.

4. Select the e-invoice format and the business entity to which the new mapping should apply, then click Create.

   This creates an empty mapping configuration record for the business entity/e-invoice format pair.

5. Click + Custom Mapping.

   This creates an empty custom mapping configuration entry. New mapping entries are automatically set Active.

6. Search and select the relevant business term.

   This displays the standard object and standard field for this business term, as well as the options to replace the standard mapping.

7. Select the mapping method and specify the required information.

   Mapping Method	Required Information	Notes
   Field	Source Object Field	Specifies the object and field from which to retrieve the relevant data for the e-invoice field.
   Static	Static Value	Provides the exact value for the e-invoice field.
   Remove		Removes the field from the e-invoice. Use this option with extreme caution because some business terms are mandatory and cannot be removed.

8. Optionally, provide a comment.

   Explain why the change was done and for what purpose so that you can refer back to it in future.

9. Click Save.

   This saves the configuration entry, defining the business term override.

Activating Configuration

To activate a custom mapping configuration:

1. Click to access the App Launcher, and select JustOn Billing Configuration.
2. Open the E-Invoice Field Mapping tab.
3. In the row of the (inactive) custom mapping, click to open the action menu, then select Activate.

4. Confirm the activation.

   This enables the custom mapping. For every e-invoice created for an invoice whose business unit and e-invoice format match the active configuration, JustOn Billing & Invoice Management will apply the active overrides on top of the default mapping.

   Only active custom mapping records with active custom mapping entries will produce a result.

Temporarily Deactivating Configuration

For testing or troubleshooting purposes, you may want to temporarily deactivate a configuration entry. To do so:

1. Click to access the App Launcher, and select JustOn Billing Configuration.
2. Open the E-Invoice Field Mapping tab.
3. In the row of the custom mapping, click to open the action menu, then select Deactivate.

4. Confirm the activation.

   This disables the custom mapping, pausing the included custom mapping entries without losing them. You can reactivate it at any time.

Testing and Troubleshooting Configuration

JustOn recommends running an end-to-end test before relying on the new mapping for real outbound traffic. To do so:

1. Create a test account and a test invoice with Business Entity and E-Invoice Format matching your configuration.

2. Finalize the invoice.

   For details, see Preparing E-Invoice Data and Creating E-Invoices.

3. Review the resulting E-Invoice Status, E-Invoice Provider Status and E-Invoice Error fields on the invoice, and download the generated XML to confirm that the overridden business terms carry the expected values.

Enabling E-Invoice Provider Notification Display

If you distribute e-invoices via the Peppol Network or Avalara ELR, you will receive notifications about the distribution status from the provider. JustOn Billing & Invoice Management stores this information in dedicated notification records, which are related to the original invoice.

If required, you can list related notification records on the invoice detail view. To do so:

1. Navigate to the object management settings of the Invoice object (ONB2__Invoice__c).
2. Click Page Layouts.
3. In the Invoice Layout row, click to open the action menu, then select Edit.
4. From the Related Lists palette, drag the Peppol Notifications list to the Related Lists section.
5. Click Save.
6. In the object management settings of the Invoice object, click Lightning Record Pages.
7. Open the Invoice page details, and click Edit.
8. Drag the Related List - Single component to an appropriate location of the Invoice record page.
9. In the Related List field of the component properties, select Peppol Notifications.
10. Click Save.

11. Click Activate.

    This makes the customized record page available to users.

    For help about modifying page layouts, see Managing Pages.

Setting E-Invoice XML as Email Attachment

To send produced e-invoice XML files as email attachment, you specify the content version type E-Invoice in the Invoice field Email File Types. This field can be populated on invoice creation from other records like this:

ON_EmailFileTypes from the account or invoice source record
↳ Email File Types from the template
     ↳ Email File Types from the business entity

To define e-invoice XML files as email attachments from the invoice sources:

1. Click to enter Setup, then navigate to the object management settings of the Account object or the source object.
2. Click Fields & Relationships.

3. Create the following new field.

   Field Label	API Name	Data Type	Intended Value
   Email File Types	ON_EmailFileTypes	Text(255) Formula (Text)	E-Invoice

   Your business may require to automatically set the intended file types depending on certain conditions. In this case, create a formula field with the return type Text, where the formula represents the intended logic. Otherwise, create a simple text field and let users specify the value manually.

To define e-invoice XML files as email attachments from the template or the business entity:

1. Open the relevant template or business entity.
2. Click Edit.
3. In the Email File Types field, specify E-Invoice.
4. Click Save.

Enabling Supporting Document Embedding

Optionally, JustOn Billing & Invoice Management can embed the files that are attached to invoice records in the e-invoice XML files, such as the produced invoice PDF, files linked from source records or files uploaded manually by users. Any type of file you potentially want to embed in the e-invoice XML must be defined as a content version type – that is, they must be specified in the Type field of the Content Version object. Files produced by JustOn Billing & Invoice Management are already assigned a proper type, like Invoice PDF. If required, you can define a custom content version type to embed also other files in the e-invoice generation.

In addition, you define the files to be embedded in the e-invoice. To do so, you specify their content version type in the Invoice field Supporting Document Types. This field can be populated on invoice creation from other records using the following fallback mechanism:

ON_SupportingDocumentTypes from the account or invoice source record
↳ Supporting Document Types from the template
     ↳ Supporting Document Types from the business entity

Defining Content Version Type

To define a custom content version type:

1. Click to enter Setup, then navigate to the object management settings of the Content Version object.
2. Click Fields & Relationships.
3. Click the name of the Type field.

4. In the Values section, click New.

   Add the required content version types, like Signed PDF, Supporting Document or T&C, each in a new line.

   

5. Click Save.

   For help about editing picklists, see Modifying Picklist Values.

Defining Preselected Supporting Documents

To define the preselected supporting documents to be embedded in the e-invoice from the invoice sources:

1. Click to enter Setup, then navigate to the object management settings of the Account object or the source object.
2. Click Fields & Relationships.

3. Create the following new field.

   Field Label	API Name	Data Type	Value
   Supporting Document Types	ON_SupportingDocumentTypes	Text(255) Formula (Text)	comma-separated list of content version types

   Your business may require to automatically set the intended file types depending on certain conditions. In this case, create a formula field with the return type Text, where the formula represents the intended logic. Otherwise, create a simple text field and let users specify the value manually.

To define the preselected supporting documents to be embedded in the e-invoice from the template or the business entity:

1. Open the relevant template or business entity.
2. Click Edit.

3. In the Supporting Document Types field, specify the content version types as necessary.

   The field can contain multiple values in a comma-separated list.

   Typical use cases for embedding files may include:

   • invoice PDF file: Invoice PDF
   • invoice PDF file and invoice-related source documents: Invoice PDF,Supporting Document
   • invoice PDF file and terms and conditions: Invoice PDF,T&C

4. Click Save.

Enabling E-Invoice Status Display

Users may require to easily assess the current status of the creation and distribution of an e-invoice in a graphical representation. To this end, JustOn Billing & Invoice Management provides a dedicated status component, which you can, optionally, add to the Invoice record page.

To do so:

1. Open the Invoice record detail page in the Lightning App Builder.

   1. Navigate to an invoice.
   2. Click to open the Setup menu, then select Edit Page.

2. Modify the page layout.

   Drag the Invoice Process States component (under Custom - Managed) to an appropriate region of the record page.

   

3. Click Save.

4. Click Activate.

   This makes the customized record page available to users, enabling them to easily assess the current e-invoice status on the invoice detail view.

For more details about editing Lightning pages, see Create and Configure Lightning Experience Record Pages in the Salesforce Help.

Disabling E-Invoice Validation Warnings

Optionally, you can disable e-invoice validation warnings. This way, JustOn Billing & Invoice Management will ignore e-invoice validation warnings and set the e-invoice status to Created, even if the validation has produced warnings.

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 Global Settings.

3. Click Edit in the row of Default.
4. Select the Ignore EInvoice Validation Warnings.
5. Click Save.

Enabling E-Invoice Statuses

To enable correct e-invoice handling, you may have to add the required status values manually if you have upgraded JustOn Billing & Invoice Management from an older version. To do so:

1. Click to enter Setup, then navigate to the object management settings of the Invoice object (ONB2__Invoice__c).
2. Click Fields & Relationships.
3. Click the name of the E-Invoice Status field.

4. In the Values section, click New.

   Add the relevant status values, each in a new line. The required values include

   Not created
Validation Error
Created
Created With Warnings
Distribution Error
In Peppol Queue
Avalara Processing Complete
In Avalara Queue

5. Click Save.

   This saves the specified status values as required.

   For details about modifying the values of picklist fields, see Modifying Picklist Values or Add or Edit Picklist Values in the Salesforce Help.

Enabling E-Invoice Provider Statuses

To enable correct e-invoice handling, you may have to add the required provider status values manually if you have upgraded JustOn Billing & Invoice Management from an older version. To do so:

1. Click to enter Setup, then navigate to the object management settings of the Invoice object (ONB2__Invoice__c).
2. Click Fields & Relationships.
3. Click the name of the E-Invoice Provider Status field.

4. In the Values section, click New.

   Add the relevant status values, each in a new line. The required values include

   Queued
Validation Error
Conversion Error
Send Error
Sent
Receiver Error
Received
Completed

5. Click Save.

   This saves the specified status values as required.

   For details about modifying the values of picklist fields, see Modifying Picklist Values or Add or Edit Picklist Values in the Salesforce Help.