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Setting up Billing Document Integration

If your organization uses FinancialForce Billing Central and FinancialForce Accounting, you can integrate the applications using FinancialForce Enterprise Resource Planning (ERP). This enables the related financial transactions to be created automatically in Accounting when:

• A draft billing document is marked complete
• A complete billing document of type Invoice is converted to a credit note

To set up billing document integration:

1. Ensure that yourself and other users of ERP and Billing Central have been assigned appropriate permissions in your Salesforce orgSalesforce organization.
2. Enable these features in Feature Console:
   • BC Publications and Subscriptions
   • ERP Publications and Subscriptions
   For more information about enabling features in Feature Console, see Enabling and Disabling Features.
3. Schedule the Message Delivery scheduled job to run at the interval you want using the ERP Setup tab. See Scheduling Message Delivery.
4. Ensure that the Billing Document Publications and Subscriptions are enabled. See Enabling Billing Document Publications and Subscriptions.
5. If your organization is to use the FinancialForce Billing Central to FinancialForce Accounting integration:
   1. Enable the FinancialForce Accounting Publications and Subscriptions feature in Feature Console.
   2. On the ERP Setup tab - Publications and Subscriptions, ensure that:
      • 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/Complete
   3. Ensure that the Background Posting Scheduler is set up in FinancialForce Accounting. For more information, see the Setting up the Background Posting Scheduler topic in the Accounting Help.
   4. Add these fields to the Billing Document page layout on the Billing Document object:
      • Accounting Transaction
      • Document Rate
      • Dual Rate
      • Match Type
      • Outstanding Value
      • Period Override
      • Posting Error
      • Posting Status
      • Year
   5. Add the Retry Post button to the Billing Document page layout.
   6. Add the Product GLA Override field to the Billing Document Line Item page layout.

Enabling Billing Document Publications and Subscriptions

To enable billing document publications and subscriptions:

1. Click the ERP Setup tab in the ERP Administration app.
2. Click the Publications & Subscriptions tab within the ERP Setup tab.
3. Enable the billing document publications and subscriptions that have the text "Not Enabled":
   1. Click the cell for which you want to enable publications and subscriptions.
   2. Select the Publish and Subscribe checkboxes that appear in the upper-right panel.
   3. Repeat these steps for each cell.
4. Click Save.
5. To confirm, click Save.

In addition to enabling the billing document publications and subscriptions, ensure that Billing Central is configured to publish and subscribe to WorkQueue/BillingCentral.

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