Enabling the SCM to BC for Consolidated Invoicing Feature

This Feature Console page enables the SCM to BC for Consolidated Invoicing feature. This feature configures FinancialForce SCM so that you can create Foundations billing documents from SCM invoices and credit invoices, and then consolidate them in Billing Central.

Note: Billing Central must be installed in your org in order to enable the SCM to BC for Consolidated Invoicing feature.

The SCM to BC for Consolidated Invoicing feature includes steps and the required configuration for the following:

  • Check if Billing Central is installed in you org.
  • Create the new fields required on the following objects:
    • Invoicing
    • Invoice Line Item
    • Credit Invoice
    • Credit Invoice Line
    • Billing Document
    • Billing Document Line Item
  • Create the required field mappings between invoice fields and billing document fields as well as between credit invoice fields and billing document fields.
  • Register SCM with Foundations.
  • Create the required publications and subscriptions between SCM and Foundations.
  • Configure a default scheduled job to create billing documents from eligible invoices and credit invoices that will run every day at 12:00 AM.
Note: If you prefer to schedule a customized scheduled job that runs at a different time and with a different frequency, skip the feature step that configures the default scheduled job and create your own one from the SCM Task Launcher tab. For more information, see Setting up the SCM to Billing Central Integration for Consolidated Invoicing.

To enable the SCM to BC for Consolidated Invoicing feature:

  1. Click Perform for feature steps 1 to 3. When a step has completed, its Status changes from "Not Done" to "Done".
  2. Assign appropriate permissions on the fields created in steps 2 and 3.
  3. Click Perform for the rest of the feature steps.
  4. When you have completed all the steps, use the Status slider in the Feature section to enable the feature.
Note: Once enabled, the SCM to BC for Consolidated Invoicing cannot be disabled. You can only revert the step that configures the default scheduled job. Reverting this step deletes the default scheduled job.

For more information about enabling Feature Console features, see Enabling and Disabling Features.