Enabling Source Value Aggreation

To support reporting purposes, for example, you can set up JustOn Billing & Invoice Management to aggregate invoice and invoice line item fields on related object records. Generally, there are two ways to do so:

Value aggregation using prefixed aggregation fields upon invoice finalization
Value aggregation using a flow for any defined fields

Value Aggregation Using Prefixed Fields

JustOn Billing & Invoice Management allows for aggregating the values of specific invoice line item fields on subscriptions or items.

To this end, you configure aggregation fields on the item or subscription, where the API name is the same as the invoice line item field, prefixed with CALC_. To aggregate, for example, the quantity of a particular line item, you map the field Quantity__c (the API name) of the invoice line item to the field CALC_Quantity__c (again, the API name) of the item.

The aggregation is executed during the finalization of the invoice.

Rules and limitations

You can only aggregate number fields (currency, number, percent and formula fields).
Decimal places of aggregation fields must be equal to the source fields to avoid rounding issues.
Empty fields result in CALC_ fields with a zero (0) value.
Canceled invoices and cancellation invoices are ignored by the calculation.
Partial credits are included in the calculation, so check beforehand how it will affect the calculated quantities, that is, when refunding only a currency amount.
The limit of aggregation fields per subscription or item is 100.
The limit of invoices per subscription or item is 50.000.

Examples

Subscription Field (API Name)	Description
`CALC_PosTotalNet__c`	Calculates the sum of the `PosTotalNet__c` field of all invoice line items that belong to the same subscription whose invoice status is either `Open`, `Paid` or `Settled`.

Item Field (API Name)	Description
`CALC_Quantity__c`	Calculates the sum of the `Quantity__c` field for all invoice line items of this item.
`CALC_PosTotalNet__c`	Calculates the sum of the `PosTotalNet__c` field of all invoice line items that belong to the same item whose invoice status is either `Open`, `Paid` or `Settled`.

To add aggregation fields to the item or subscription:

Navigate to the fields list of the Item or Subscription object.
Click New to create the aggregation fields as required.
You can aggregate the values of all fields with numeric values, like quantity, price, discount amount, etc.
Note that the aggregation fields must have the same API name as the source fields, prefixed with CALC_.

For help about creating fields, see Managing Object Fields.

Flow-Based Value Aggregation

Your business may require to show certain information of related invoices on an account or the source object based on which invoices are generated, like opportunities or contracts. To this end, you can set up a flow that calculates an aggregation on invoices and writes the result to fields on a source object.

Think of the following example: You (repeatedly) generate invoices based on opportunities, that is, you produce multiple invoices from one opportunity. Now you want to show the number of generated invoices and the sum of the invoice totals on the corresponding opportunity record.

Aggregating invoice values on a related parent record

If configured accordingly, the flow counts the produced invoices as well as sums up the grand total of all produced invoices, and then writes the result to the corresponding fields of the opportunity.

Info

The implemented aggregation uses SOQL aggregate queries internally where the result is grouped by the field that points to the parent.

Rules and limitations

The flow ignores draft invoices.
Aggregating blank fields may produce a blank result.
The limit of records per parent is 50.000.

Setting up the flow-based value aggregation involves two tasks:

Creating aggregation fields on the source object
Creating the aggregation flow

Creating Aggregation Fields

On the related source object, you create the target fields for the values to be aggregated. These fields must comply with the following naming pattern: <PREFIX>_<FUNCTION>_<FIELDNAME>.

Field Name Part	Description
PREFIX	Specifies the group of aggregation target fields on the source object (by default `INV`). If you use another prefix for your aggregation target fields, make sure to specify it when defining the process variables.
FUNCTION	Specifies the intended aggregate function: `AVG`, `COUNT`, `COUNT_DISTINCT`, `MIN`, `MAX` or `SUM`.
FIELDNAME	Specifies the API name of the field that is to be aggregated.

Aggregation target field examples

API Name	Description
`INV_SUM_Balance`	Calculates the sum of `Balance` of all non-draft invoices for a defined source object record.
`INV_SUM_GrandTotal`	Calculates the sum of `GrandTotal` of all non-draft invoices for a defined source object record.
`INV_COUNT_Id`	Calculates the number of invoice records linked to the source object record.

To add the aggregation fields on the source object:

Navigate to the fields list of the source object.
Click New to create the aggregation fields as required.
Make sure to comply with the naming pattern as described above.
For help about creating fields, see Managing Object Fields.

Creating Aggregation Flow

Calculating the aggregation and updating the source record requires a flow that calls the appropriate Apex class provided by JustOn.

Note

Depending on your use cases, the flow setup and the objects to involve will vary.

Click ⚙️ to enter Setup, then navigate to Process Automation > Flows.
Click New Flow.
Select Record-Triggered Flow and click Create.
Configure the Start element.

Option	Description
Object	The object whose record modifications are to update a source record, must be `Invoice`
Trigger	The type of record change that triggers the flow
Conditions	The use case-specific trigger conditions, one or more filter criteria for evaluating certain field values
Optimize for	`Actions and Related Records`

Click and add the following Action element.

Option

Description

Action

The Apex class to call, must be Aggregate fields and write results to target records

Input Values

Invocable variables for the Apex class
Fieldname for the Target Record: string value that specifies the API name of the Invoice field that contains the ID of the source record
Record Id: specifies the reference to the ID field of the relevant invoice, like {!$Record.Id}
Prefix: optional string value that specifies the prefix of your aggregation fields, required if you do not use the default prefix INV

Specify a label and an API name as required.

Click Save.

Specify a label and an API name as required.

Click Activate.

→ When the defined conditions are met, JustOn triggers the flow. It aggregates the configured invoice fields and writes the results to the target fields on the source object record.

For help about creating flows, see Flows in the Salesforce Help.

Example use case: Aggregate values of invoices created from an opportunity

Assume the following example: You (repeatedly) generate invoices based on opportunities, that is, you produce multiple invoices from one opportunity. Now you want to show the number of generated invoices and the sum of the invoice totals on the corresponding opportunity record when a new invoice is finalized.

Following this example, you need the following aggregation target fields on the Opportunity object:

Field	Data Type	Description
`INV_COUNT_Id`	Number	Calculates the number of invoice records
`INV_SUM_GrandTotal`	Number	Calculates the sum of `GrandTotal` of all non-draft invoices

Then you set up the flow as follows:

Flow Element	Option	Value
Start	Object	`Invoice`
	Trigger	`A record is updated`
	Conditions	`All Conditions Are Met (AND)` 1: `ONB2__Status__c` `Equals` `Open` 2: `ONB2__Status__c` `Is changed` `{!$GlobalConstant.True}`
Action	Action	`Aggregate fields and write results to target records`
	Input Values	Fieldname for the Target Record: `ON_Opportunity__c` Record Id: `{!$Record.Id}`

→ This triggers JustOn to execute the flow when a new invoice created from the opportunity is finalized, that is, set Open: It calculates the number of generated invoices and the sum of the invoice totals and writes the resulting values to the aggregation fields on the opportunity.