Schedule Generate Billing Events Fields

Here is a description of the fields on the Schedule Generate Billing Events page.

Key:
* – Mandatory.
R – Read-only.
F – Only available when flexible billing mode is in use.
S – Only available when flexible billing mode is not in use.

Field       Description
Region   R   The regionClosedA level of hierarchy used in PSA to which other objects belong such as resources, opportunities and projects. to which billing events are to be scheduled for.
Account   R F The accountClosedAccounts in the context of FinancialForce PSA are the same as accounts in Salesforce. Users can create and view certain FinancialForce PSA data related to the account on the related lists. to which billing events are to be scheduled for.
Project   R F The projectClosedA collection of activities and related items to be managed over a defined time range, such as timecards, expenses, milestones and budgets. to which billing events are to be scheduled for.
Job Name *     The name of the job for which billing events are to be scheduled.
Period Offset     F Offset to which billing generation applies. You can use this field to apply billing generation to a date other than the day on which billing generation is scheduled for. For instance, if the period offset is -4 and the scheduled job runs on September 4th, the applicable date is August. 31st. Assuming that standard time periods are in use, the Services Billing Time Period Type field is set to month on the accounts or projects, the billing events and billing event batches will run up to and through August. If the Services Billing Time Period Type field is set to quarter, the billing events and billing event batches will run up to and through Q2.
Note: Note
Scheduled jobs honor the billing mode that was selected at the time the job was originally scheduled. This might different to the billing mode that is selected when the scheduled job executes.
Period     S The time periodClosedA period of time with a start date and an end date to which forecasts, actuals calculations, billing event batches, utilization calculations and region plans belong. for which billing events are to be generated.
Include Prior Periods       Indicates whether billing events are to be generated for time periods prior to the one selected in the Period field.
Frequency      

The frequency that scheduled billing events are to occur.

Schedule recurring weekly or monthly batch jobs.

Frequency

Recurring Schedule Options
Weekly

Select from day of the week or for specific days of the month.

The "L" fields let you specify the last selected day less the indicated number.

Tip: Select all week days (Sunday through Saturday) and select L-1 for an event to occur on the second last day of the month.
Monthly Use the drop-down option to select the day of the month or select which day of the week in a given month for the event occurrence.

For example:

  • If you want to schedule the event to occur on a Wednesday when that day falls within the first ten days of the month, select Weekly, Wednesday and checkboxes 1 to 10.
  • If you want the event to occur on the last Wednesday of the month, select Monthly and On the Last Wednesday.

Use the picklists to specify the time of day for the event to occur.
Start time       The time that billing eventClosedA means of generating billing information that can be fed into a financial system generation is to start from.