Reducing Entries

As a result of certain business use cases, some payment requests may have to be reduced – like, for example, when creating a partial credit for an invoice or when writing off an invoice. To support such use cases, JustOn Cash Management introduces reductions.

Depending on the integration of JustOn Cash Management with your Salesforce org, the way to reduce entries may differ. A tight integration (using custom flows or APEX) may provide for an automatic reduction, or users can reduce entries manually. To reduce an entry manually:

Make sure that the entry reduction is enabled. For details, see Enabling Entry Reduction.

1. Open the entry to be reduced.
2. Click Reduce.

3. Provide the relevant reduction information.

   The mandatory information includes:

   • Reduction Type: Credit or Write-Off
   • Reduction Amount: The absolute amount of the reduction. Must be greater than 0 and no greater than the open amount (for debit entries) or the payable amount (for credit entries).
   • Reduction Reason: The reason why the entry is being reduced. You can define a custom reason by selecting Other.
   • Reduction CBS: The way how to deal with free amounts of money on the debtor's account (only relevant for debit entries), use this to override the default credit balance strategy defined for your org and business entity.

4. Click Reduce to confirm and start the operation.

   This reduces the current entry and adjusts existing payment associations by the given reduction amount. For details, see Reduction.

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For consistency reasons, make sure to accordingly reduce any related statements in other systems as well.