Using Analysis Items in the Billing Document Integration

If you are using Accounting with Foundations billing documents, you can add Foundations analysis item fields to billing document headers and lines. The analysis item fields appear in the Analysis Information sections on the following objects:

Billing Document
Billing Document Line Item

The billing document header and line item analysis item fields can then be populated and included in Accounting transaction lines as dimension fields to enable accurate business analysis.

Note:

Users must be assigned the following permission sets to create and add analysis items to billing documents and to create the corresponding FFA Dimension values:

FDN Common Concepts - Analysis Item
FDN Common Concepts - Billing Documents
Accounting and Billing - Dimension1
Accounting and Billing - Dimension2
Accounting and Billing - Dimension3
Accounting and Billing - Dimension4
Accounting and Billing - Transactions
FFA Integrations

The data types supported for custom fields are:

Date
Date/Time
URL
Currency
Email
Number
Phone
Percent
Picklist
Text Area (Long)
Text Area (Rich)
Lookup (Record ID)
Checkbox

Note:

Analysis item field lookups are filtered to ensure that the analysis items available to add to a document belong to the correct analysis record type.

For more information, see Setting up Billing Document Integration.