Scheduling Billing Event Generation

You can:

• Schedule the generation of billing events by creating a Salesforce scheduled job.
• Generate billing events for a cutoff date, if configured. Flexible billing gives you more control over the billing frequency by enabling you to generate the appropriate billing events for the time period types defined on the project or account.

To schedule a billing event:

1. Click the Billing Event Generation tab.
2. Select the time period for which you want to generate billing events.
3. [Optional] Select the Include prior periods checkbox to generate billing events for periods prior to that selected.
4. Depending on the configuration that your administrator has chosen, you can select a sub-region, -practice, or -group to generate billing events for. The top-level RPG Abbreviation of region, practice, group. is selected when you load the page.
   Note:

   If you want to select regions, practices, or groups, and they are not visible, ask your administrator to change the value of the unitType option in the Billing configuration group.
5. Optionally, enter the account or project that you want to generate billing events for.
6. Click Schedule and complete the fields described in Schedule Generate Billing Events Fields. The scheduled job ID appears.
   Note:

   Scheduled jobs honor the billing mode that was selected at the time the job was originally scheduled. This might be different to the billing mode that is selected when the scheduled job executes.

If you have administrator access, you can monitor the progress of the job:

1. From Setup, click Monitoring | Scheduled Jobs.
2. Click Manage on the row for the job that you want to manage.