Enabling and Disabling Features

The Feature Console tab displays the features that you can enable for a particular application and release. When a feature is enabled, automatic configuration tasks run for that feature. Some features require you to perform both automatic and manual steps. The Feature Console does not verify that manual tasks have been completed.

Notes:

To use the Feature Console:

Some features are not available by default. If the feature that you want to enable is not listed, contact your FinancialForce representative to grant the appropriate feature license.

Some features cannot be disabled after they have been enabled.

Enabling a Feature

To enable a feature using the Feature Console:

  1. Click the Feature Console tab.
  2. [Optional] Filter the list of features by application or status.
    For example, to view all ERP features that have not been enabled, in the Filters section, select "ERP" from the Application drop-down list and "Off" from the Status drop-down list.
  3. Click the name of the feature that you want to enable.
  4. Complete the steps in the order they are listed. For each step, complete the appropriate action:If you try to complete several steps at once, ERP queues the steps and completes them consecutively.
  5. When all steps are complete, use the Status slider in the Feature section to enable the feature. The Messages panel displays a summary of the changes.

The Information icon icon next to a feature's status on the Feature Console tab indicates that there are messages available to view. The Error icon icon indicates that an error occurred when trying to enable the feature or perform a feature step. Select the feature to view the associated messages. If an error occurred when attempting to perform a feature step, the error icon is also displayed next to the step that generated the error.

Disabling a Feature

To disable a feature using the Feature Console:

  1. Click the Feature Console tab.
  2. [Optional] Filter the list of features by status and click Apply. For example, to view all features that are currently enabled, select "On" from the Status drop-down list in the Filters section and click Apply.
  3. Click the name of the feature that you want to disable.
  4. Use the Status slider in the Feature section to disable the feature.
  5. For each step, click Revert. For manual steps, you must manually revert the changes.
    We recommend that you revert steps in reverse order. If you try to revert several steps at once, ERP queues the steps and reverts them consecutively. The Messages panel displays a summary of the changes.

Related Concepts

Feature Console

Related Tasks

Setting up the Opportunity To Contract Feature

Setting up Billing Document Consolidation

Billing Central Lightning Page Assignments

Enabling the Billing Events Integration

Enabling Credit Terms

Exclude Fields on Convert to Credit Note

Exclude Fields on Renewals

Updating Expired Contracts

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