Setting up the Billing Document to Transaction Integration

To set up the Billing Document to Transaction integration:

  1. Complete the setup detailed in Configuring Message Delivery and Billing Document Completion.
  2. Enable the FinancialForce Accounting Publications and Subscriptions feature in Feature Console.
  3. Enable the FinancialForce Accounting Check Billing Documents Can Post to FFA feature in Feature Console. For more information, see Enabling Check Billing Documents Can Post to FFA.
  4. On the Foundations Setup tab - Publications & 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.
  5. Ensure that the Background Posting Scheduler is set up in FinancialForce Accounting. For more information, see Setting up the Background Posting Scheduler.
  6. Add these fields to the page layout you are using for the Billing Document object. We recommend that you use the Billing Document Layout - Lightning (Billing Central) page layout.
    • Accounting Transaction
    • Document Rate
    • Dual Rate
    • Match Type
    • Outstanding Value
    • Period Override
    • Posting Error
    • Posting Status
    • Year
  7. Add the Retry Post button to the page layout you are using for the Billing Document object.
  8. Add the Product GLA Override field to the page layout you are using for the Billing Document Line Item object. We recommend you use the Billing Document Line Item Layout - Lightning page layout.

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.