If your organization uses SCM and Billing Central, you can integrate them using FinancialForce Foundations to consolidate SCM invoices and credit invoices in Billing Central.
The SCM to Billing Central Integration for Consolidated Invoicing enables you to create billing documents from SCM invoices and credit invoices. Once the billing documents are created in Foundations, you can consolidate them in Billing Central to streamline your invoicing processes. All the information resulting from the invoice consolidation is written back to SCM to help you keep track of your consolidated invoices.
The integration is enabled via Feature Console. For more information about how to enable and set up the integration, see Setting up the SCM to Billing Central Integration for Consolidated Invoicing. Once the integration is set up, you can create billing documents from SCM invoices and credit invoices in the ways indicated below.
- Manually using the SCM Task Launcher or from an invoice's detail page: you can manually create billing documents from eligible invoices from the SCM Task Launcher tab. You can also create a billing document for a specific invoice from the invoice's detail page. For more information, see Creating Billing Documents from Invoices and Credit Invoices for Consolidation.
- Automatically via a scheduled job: the SCM to BC for Consolidated Invoicing feature configures a default scheduled process that runs every day at 12:00 AM to create billing documents from eligible invoices and credit invoices. For more information about this process and how to make some changes to the default configuration or create a customized scheduled job, see Step 2: Set up the Automatic Export of SCM Invoices.
When billing documents are created from SCM invoices and credit invoices, information is passed between SCM and Foundations via messaging. A message containing the invoice information is sent from SCM to Foundations. Foundations receives this publication message and creates a billing document based on the invoice data. Then, a message with the billing document information is sent back from Foundations to SCM to automatically populate this information on the SCM invoice or credit invoice.
SCM invoices and credit invoices and their resulting billing documents are linked at header and line level by lookup fields. Invoices and credit invoices have a lookup to the billing document that has been created, and invoice lines and credit invoice lines have a lookup to their corresponding billing document lines. Similarly, the billing document and billing document lines have lookups to their corresponding source SCM invoice and credit invoice records. Billing documents created by the integration have the Document Source field set to "Order Management". When the billing document is completed, billing information is recorded on the SCM invoice or credit invoice.
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