JustOn Upgrade Guidelines
This document outlines the path organizations must take to upgrade earlier versions of JustOn to a recent release. Navigate to the version you intend to install for information about how to proceed.
Generally, JustOn recommends to delete all draft invoices before installing the new JustOn release in order to allow for a smooth transition to the new features.
Upgrading to JustOn 2.74.3 requires at least JustOn 2.55.
Upgrading | Important Info
Due to modifications required by a Salesforce security review, JustOn 2.74 is currently not compatible with the JustOn Self-Service Extension. In order to use payment provider integrations or other self-service features, you must currently not use a version higher than JustOn 2.73.3.
If, unusually, upgrading from 2.55 to 2.74.3 fails due to missing fields, install JustOn 2.66 as an intermediate version.
Note | Before Upgrading
JustOn 2.61 has introduced the tab Balances. If you upgrade JustOn from an earlier version, you must remove any unmanaged custom object tabs for balances that you may have created manually before upgrading to JustOn 2.61.
JustOn 2.71.1 has reworked the settlement behavior. Invoices and credits are now settled before their due date, and installment invoices are settled with their maximum amount.
JustOn 2.71 has added support for tracking payments on the installments of the calculated payment plan. Any existing pre-payments no longer produce deposit installments.
JustOn 2.71 has added support for individual value adjustments based on specific booking details. IVA does no longer depend on dunning levels, nor does it produce IVA balances.
JustOn 2.71 has added support for explicitly excluding invoice line items from the order discount. Invoice line items with a negative amount are no longer exempt by default.
JustOn 2.70.1 has fixed the tax recognition rule handling. If you are upgrading JustOn from a previous version, you must, however, manually change the API name of the
Sync With Revenue picklist value of the Invoice Line Item field
Tax Recognition Rule to
Sync With Revenue after applying the upgrade. (For details, see Modifying Picklist Values.)
JustOn 2.69 has added dedicated support for chargebacks. This approach replaces the
Force Matching option that was previously available when executing the payment matching or assignment procedure.
As of JustOn 2.69, the booking date of revenue booking details determines the booking date allocation of related booking details produced for taxes and deferred revenue.
JustOn 2.69 has renamed the revenue recognition rule
For compatibility reasons, JustOn still supports configurations that relate to
Monthly. Make sure, however, to check any configurations, custom integrations, etc. for proper operation and adjust them if required.
JustOn 2.65 has introduced the custom picklist field
JustOn Contact Role on the Contact object. This mechanism replaces the Account Contact Role functionality in Salesforce Classic, which is no longer supported by Salesforce.
For compatibility reasons, JustOn still supports existing Salesforce Classic Account Contact Roles. If available, they take precedence over the value set in the
JustOn Contact Role field.
JustOn 2.64 has renamed the custom setting Tenant to Business Entity.
For compatibility reasons, JustOn still supports configurations that relate to the previous name
tenant. Make sure, however, to check any custom integrations, configurations, templates, placeholders, etc. for proper operation and adjust them if required.
JustOn 2.64 introduces dedicated history fields and history tracking for number ranges. If you are upgrading JustOn from a previous version and want to use this feature, you must explicitly activate history tracking for all relevant Number Range fields.
JustOn 2.64 supports dedicated ON fields for setting the type of the invoice and the invoice line items with the generic invoice run. Use
ON_Type to set the type of the invoice and
ON_LineItemType to set the type of the invoice line item.
JustOn 2.63 has modified the SEPA export formats.
- The SEPA Direct Debit Export format
XML CDD pain.008.003.02has been replaced with
XML CDD pain.008.001.02, and the SEPA Credit Export format
XML CCT pain.001.003.03has been replaced with
XML CCT pain.001.001.03. The two changes are backward compatible for all banks that implement the current DFÜ Agreement Appendix 3.
For banks in Austria and the Netherlands, the SEPA Direct Debit Export format
XML CDD pain.008.001.02has been renamed to
XML CDD REQUIRED_BIC pain.008.001.02, and the SEPA Credit Export format
XML CCT pain.001.001.03has been renamed to
XML CCT REQUIRED_BIC pain.001.001.03. These SEPA formats require the BIC value.
When working with banks in Austria and the Netherlands, make sure to adjust your export configurations accordingly.
JustOn 2.61 has introduced the tab Balances. If you upgrade JustOn from an earlier version, you must
- Remove any unmanaged custom object tabs for balances that you may have created manually before upgrading to JustOn 2.61,
- Specifically allow accessing the new tab after upgrading.
JustOn 2.57 has added support for the VAT number validation. If you upgrade JustOn from an earlier version, you are prompted to allow communication with the EU website that provides the corresponding service.
Note that by default, no data is transferred to or from this website. Before any data is transferred to or from the service, you must explicitly enable the feature for your org. For details, see Why approve third-party access on setup.
JustOn 2.56.2 has reworked the behavior of canceled subscriptions. Canceled subscriptions with an end date set now produce an invoice until the end date is reached. If you upgrade JustOn from an earlier version, you must review your canceled subscriptions after upgrading to this release.
Upgrading to JustOn 2.55.1 requires at least JustOn 2.53.
If, unusually, upgrading from 2.53 to 2.55 fails stating that the component NewInvoiceFromSObject is missing a "flexipage", install JustOn 2.62 or (at least 2.60.3, which adds the missing page).
Note that in this case, you must still follow the upgrade guidelines for JustOn 2.55, as summarized below.
With JustOn 2.55, the subscription metrics behavior and generation have been reworked. Before using the new functionality:
- If you have used subscription metrics in an earlier version, remove the creation processes and the created records, and use the new functionality to generate new subscription metric records.
In any case, you must
- Delete the roll-up summary fields
Monthly Recurring Revenue(
Monthly Recurring Usage Revenue(
ONB2__MRUR__c) to be deleted from the Subscription object.
- Delete the
Typefield from the Subscription Metric object to avoid
Assertion Failederrors when creating metric records.
- Delete the roll-up summary fields
JustOn 2.55 has removed all payment provider integrations from the basic JustOn package, namely Paymill, Wirecard QPAY, PayPal. Refer to the JustOn Self-Service Portal for available payment provider integrations.
For details, see JustOn 2.55 Release Notes.
With JustOn 2.54, deposit billing and pro forma billing have been made available as separate features. If you have been using deposit billing as an option to pro forma billing as introduced with JustOn 2.47, you must adjust your configuration accordingly.
Upgrading to JustOn 2.53.4 requires at least JustOn 2.51.
JustOn 2.53 switches to Salesforce Files as the default location for storing JSON field mapping definition files for CSV export, subscription builder and generic invoice run. The configuration files are set using their (18-digit, case-safe) Salesforce record ID in the field
ON_MappingId. JSON configurations saved in Documents, which are accessible via
ON_MappingName, are still supported for compatibility reasons.
For details, see JustOn 2.53 Release Notes.
Upgrading to JustOn 2.51.3 requires at least JustOn 2.49.
Note | Before Upgrading
JustOn 2.51 activates field history tracking for Item, Payment Entry, Template, Transaction Detail and Transaction. If upgrading from a previous version, you may have to enable field history tracking manually for these objects for the upgrade to succeed.
JustOn 2.51 switches to Lightning Experience as the primary user interface.
- You can still use Salesforce Classic, but you may have to re-enable a number of action and view overrides.
- If upgrading from a previous version, your org may not reflect the original JustOn app design. You can adjust the logo and the primary color manually.
- Depending on your org's requirements, you can enable reduced page layouts for a number of objects as well as remove action buttons from page layouts.
JustOn 2.51 has moved the View remaining button to the Invoice Run Layout. If upgrading from a previous version, you may have to add the button manually to the layout (see Managing Pages).
For details, see JustOn 2.51 Release Notes.
Upgrading to JustOn 2.49.1 requires at least JustOn 2.43.
If, unusually, upgrading from 2.43 to 2.49 fails, there are two possible solutions:
If the update fails stating the error
Invalid type: ContentDistribution, install JustOn 2.50. This version improves the support for Salesforce orgs with missing Content Delivery feature.
Note that you must still file a case with Salesforce Support to request the Content Delivery feature for your org. Otherwise, JustOn will not function properly.
In other cases, install JustOn 2.45.3 as an intermediate version.
Note | Before Upgrading
JustOn 2.49 switches to Salesforce Files as the default location for storing produced files. For accessing and using file-related JustOn features, make sure that the Salesforce features Content Deliveries and Salesforce CRM Content are enabled.
JustOn 2.49 switches to Salesforce Files as the default location for storing
- produced invoice and dunning reminder PDF files
- exported invoice and bookkeeping data CSV files
- exported SEPA XML files
Make sure to adjust any custom integrations, configurations, templates, etc. that rely on the storage location for produced files and check them for proper operation.
For details, see JustOn 2.49 Release Notes.
Upgrading to JustOn 2.43.1 requires at least JustOn 2.38.
Note | Before Upgrading
To install JustOn 2.43, you must enable the Salesforce feature My Domain.
To allow for a smooth transition to the rewritten tax support, you must delete all draft invoices before installing JustOn 2.43.
If you use the tenant configuration, make sure to add the tenant to your tax rules as well.
JustOn 2.43 does no longer create booking details by default. The booking detail creation must be enabled explicitly.
The following fields on the invoice line item have been marked as deprecated and can be deleted by a Salesforce admin:
UnitPriceNet__c(can be replaced by
Make sure to adjust any custom integrations, configurations, templates, etc. that rely on these fields and check them for proper operation.
For details, see JustOn 2.43 Release Notes.
Upgrading to JustOn 2.38.3 requires at least JustOn 2.26. If, unusually, upgrading from 2.26 to 2.38 fails, install JustOn 2.32.3 as an intermediate version.
With JustOn 2.38, the following business logic is no longer available via triggers.
Make sure to check any custom implementations whether they rely on these triggers. Rework your implementations as necessary to ensure correct functioning.
|Business Process||Removed Trigger Functionality|
|Create invoice||Setting contact roles
Currency conversion date
|Finalize invoice||Rendering text fields for invoice PDF incl. placeholders
|Create, edit, delete invoice line item||Calculated invoice balance (field)
Calculating rounding-item, delta-item
Setting service period dates
Calculating and setting invoice class
|Assign, delete balances||Calculated invoice balance (field)
Setting and updating invoice status
With JustOn 2.38, setting the picklist field
Status on an invoice to
Open is no longer supported. That is, you can no longer finalize an invoice this way.
All business processes related to finalizing an invoice, like assigning an invoice number, creating the PDF, creating a balance, etc., need to be initiated via a custom action.
To this end, JustOn 2.38 introduces the button Finalize. You can add this button to the invoice layout (see Managing Buttons or Links). In addition, we recommend to set the field
Status on the invoice to
read-only (see Modifying Pages).
For details, see JustOn 2.38 Release Notes.
Upgrading to JustOn 2.26.2 requires at least JustOn 2.25.
JustOn 2.26.2 requires the Balance object (introduced with JustOn 2.25) to be available.
JustOn 2.26 deprecates and deletes the following fields in favor of new fields:
Make sure to adjust your page layouts accordingly.
Upgrading to JustOn 2.25.4 requires at least JustOn 2.18.