Setting up the Automation of Billing Central Processes

The Billing Central Automation Feature Console feature allows you to enable and configure the automation of Billing Central processes.

This feature has three required steps. You must perform them in the indicated order.

To configure and enable the feature:

1. On feature step 1, click Perform. This creates the required publications and subscriptions. The step's Status changes to "Done".
2. On feature step 2, click Perform. This adds the "Completed with Errors" status to the Background Process object. The step's Status changes to "Done".
   Note:

   If you are upgrading from a version earlier than Spring 2020, you must also manually add the value to the "Calculate Tax with Avalara" record type. For more information, see Manually Adding the Completed with Errors Status to the Calculate Tax with Avalara Record Type.

3. On feature step 3, click Launch. The Configure Billing Automation dialog displays.
4. Use the slider next to an item to enable it. More information on each item is listed in the table after these steps. For automation examples, see Billing Central Automation Overview.
   Note:

   The settings are applied across your entire org.

5. Click Save & Enable. The step's Status changes to "Done" and the Status slider in the Feature section moves to enabled.

Note:

Once you enable the feature, you cannot disable it. You can disable an active automation by clicking Edit on the feature step and disabling the relevant item.

Billing Process Stages That You Can Automate

Item	Description
Automatically Activate Billing Contracts	After billing contracts are created from opportunities, they are automatically activated. This also creates billing schedules for generating billing documents. For information on manually activating contracts, see Activating Contracts. Notes: Before you can enable this, you must first enable the BC Opportunity to Contract Integration feature. For more information, see Setting up the Opportunity To Contract Feature. Automatically activating billing contracts from CPQ orders is currently not supported.
Automatically Create Due Billing Documents from Contracts	After billing contracts are activated, billing schedules are created. Once the process finishes, billing documents due for billingBilling documents that have the Billing Date field set to today's date or before today's date. are automatically created. For more information, see Automatically Creating Due Billing Documents from a Contract.
Automatically Calculate Tax	After a billing contract is activated and billing documents are created, tax is automatically calculated on the documents. If you are using Avalara AvaTax, you can select whether tax is automatically calculated using Avalara or using FinancialForce. Otherwise, tax is automatically calculated using FinancialForce. Note: Automatically calculating tax using Avalara for one company and FinancialForce for another is currently not supported. The same method is used across your entire org. However, you can automate one method and manually use the other method. For more information on manually calculating tax, see one of the following: Calculating Tax on Billing Documents Using FinancialForce Calculating Tax on Billing Documents Using Avalara AvaTax For more information on setting up tax calculation, see Setting up Tax. Warning: If you choose to automatically calculate tax using Avalara AvaTax, note that committing tax to Avalara AvaTax is not included in the automation. If you want to use Billing Central's feature to commit tax to Avalara AvaTax (introduced in Summer 2020), do not automate the next stage "Automatically Complete Billing Documents" because tax can only be committed for draft billing documents. For more information about committing tax, see Committing Tax on Billing Documents Using Avalara AvaTax.
Automatically Complete Billing Documents	After tax is successfully calculated for a billing document, the billing document is automatically completed. For information on manually completing billing documents, see Completing Billing Documents. If you are using the Billing Central to FinancialForce Accounting integration, the billing document can also be posted to Accounting as a transaction. For more information, see Posting Billing Documents to Accounting and Setting up Billing Document Integration.

Manually Adding the Completed with Errors Status to the Calculate Tax with Avalara Record Type

Note:

You only need to do this if you are upgrading from a version earlier than Spring 2020 and you use Avalara AvaTax to calculate tax.

Complete the following steps:

1. From Setup, click Object Manager | Background Process | Record Types.
2. Click Calculate Tax with Avalara.
3. Under Picklists Available for Editing, next to Status, click Edit.
4. In the Available Values list, select "Completed with Errors" and add it to the Selected Values list.
5. Click Save.