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Setting up Billing Document Consolidation

This Feature Console page allows you to enable and configure the consolidation of billing documents.

Work through the steps in the order shown. You must complete some steps manually.

• For each manual step, follow the instructions on screen then click Mark As Done when the step is complete. More information about performing the manual steps is provided below.
• For each automatic step, click Perform. When the step has completed, the Status changes from "Not Done" to "Done".

When you have completed all the steps, use the Status slider in the Feature section to enable the feature.

Manually Adding Fields to the Details Layouts

If you are using the Salesforce record details layouts instead of the FinancialForce Billing Central enhanced pages, you must manually modify the appropriate layouts.

1. From Setup, click Object Manager | Billing Document | Page Layouts.
2. Click the layout that you want to modify.
3. Drag the following fields to the required location:
   • Consolidated (ffbc__IsConsolidated__c)
   • Consolidated Billing Document (ffbc__ConsolidatedBillingDocument__c)
   • Consolidation Grouping Method (ffbc__ConsolidationGroupingMethod__c)
   • Background Process (ffbc__BackgroundProcess__c)
4. Click Save.
5. From Setup, click Object Manager | Billing Document Line Item | Page Layouts.
6. Click the layout that you want to modify.
7. Drag the Original Billing Document (ffbc__OriginalBillingDocument__c) field to the required location.
8. Click Save.

Manually Adding Buttons to the List View

Complete the following steps to add buttons to the Billing Document list view:

1. From Setup, click Object Manager | Billing Document | Search Layouts.
2. Edit the List View layout.
3. From the list of available buttons, add the following:
   • Consolidate
   • Add to Consolidated Document
   • Undo Consolidation
4. Click Save.

Manually Adding the Billing Documents Related List to the Background Process Details Page

If you are upgrading from Billing Central Spring 2019, the Billing Documents related list might not be visible on the Background Process details page. In that case, you must manually add it.

Complete the following steps to add the related list to the page layout:

1. From Setup, click Object Manager | Background Process | Page Layouts.
2. Click Background Process Layout.
3. Click Related Lists.
4. Drag the Billing Documents related list to the Related Lists section.
5. Click Save.

Manually Assigning Permission Sets to Users

Assign one or more of the following permission sets to your users depending on the tasks they need to perform for consolidation.

For a detailed view of each permission set, see List of Permission Sets.

For more information on Permission Sets in Salesforce and how to assign them to users, see the Salesforce Help.

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