Setting up Billing Document Integration

Note:

You must complete steps 1-4 below regardless of whether your organization uses the FinancialForce Billing Central to FinancialForce Accounting integration. You will be unable to complete billing documents if these steps are not performed.

If your organization uses FinancialForce Billing Central and FinancialForce Accounting, you can integrate the applications using FinancialForce Foundations. This enables the related financial transactions to be created automatically in Accounting when:

• A draft billing document is marked complete
• A complete billing document of type Invoice is converted to a credit note

To set up billing document integration:

1. Ensure that yourself and other users of Foundations and Billing Central have been assigned appropriate permissions in your Salesforce org.
2. Enable these features in Feature Console:
   • Billing Central: BC Publications and Subscriptions
   • Foundations: Publications and Subscriptions
   For more information about enabling features in Feature Console, see Enabling and Disabling Features.
3. Schedule the Message Delivery scheduled job to run at the interval you want using the Foundations Setup tab. See Scheduling Message Delivery.
4. Ensure that the Billing Document Publications and Subscriptions are enabled. See Enabling Billing Document Publications and Subscriptions.
5. If your organization is to use the FinancialForce Billing Central to FinancialForce Accounting integration:
   1. Enable the FinancialForce Accounting Publications and Subscriptions feature in Feature Console.
   2. Enable the FinancialForce Accounting Check Billing Documents Can Post to FFA feature in Feature Console.
   3. On the Foundations Setup tab - Publications and Subscriptions, ensure that:
      • Foundations (ERP) is configured to publish to Company/LinkControl and subscribe to Company/Update.
      • FFA is configured to subscribe to Company/LinkControl and publish to Company/Update.
      • FFA is configured to subscribe to BillingDocument/Completion/Process and publish to BillingDocument/Completion/Response.
      • FFA is configured to subscribe to BillingDocument/Complete.
   4. Ensure that the Background Posting Scheduler is set up in FinancialForce Accounting. For more information, see Setting up the Background Posting Scheduler.
   5. Add these fields to the Billing Document page layout on the Billing Document object:
      • Accounting Transaction
      • Document Rate
      • Dual Rate
      • Match Type
      • Outstanding Value
      • Period Override
      • Posting Error
      • Posting Status
      • Year
   6. Add the Retry Post button to the Billing Document page layout.
   7. Add the Product GLA Override field to the Billing Document Line Item page layout.

Enabling Billing Document Publications and Subscriptions

To enable billing document publications and subscriptions:

1. Click the Foundations Setup tab in the Foundations Administration app.
2. Click the Publications & Subscriptions tab within the Foundations Setup tab.
3. Enable the billing document publications and subscriptions that have the text "Not Enabled":
   1. Click the cell for which you want to enable publications and subscriptions.
   2. Select the Publish and Subscribe checkboxes that appear in the upper-right panel.
   3. Repeat these steps for each cell.
4. Click Save.
5. To confirm, click Save.

In addition to enabling the billing document publications and subscriptions, ensure that Billing Central is configured to publish and subscribe to WorkQueue/BillingCentral.

Configuring Billing Document Matched Payments

When Billing Central is integrated with FinancialForce Accounting, financial documents that are matched to a billing document can be viewed in the billing document’s Matched Payments list.

To enable this feature, an administrator must add the Matched Payments component to the billing document page layout. To do this:

1. From Setup, click Object Manager | Billing Document | Page Layouts.
2. Click the layout you want to modify.
3. In the palette’s list of user interface elements, click Visualforce Pages.
4. Drag a new section onto the page layout and release it where you want to position the Matched Payments component.
5. Now drag the billingdocumentmatchedpayments component and release it on the new section.
6. Save your changes to the page layout.

Repeat these steps for any other billing document page layouts that your users are using.