Enabling the Engagement Feature

The Engagement feature enables you to configure Certinia applications for the engagement functionality and customize the Engagement object for the applications that you use.

You can only perform step 1 if your org is configured to support multiple currencies. You can only perform the remaining steps for the applications that are installed in your org. For example, if you use Billing Central, click Launch next to step 3. Otherwise, click Skip.

After clicking Launch, additional actions display. Perform them in the order shown in the dialog.

Engagement Feature Steps and Actions

Feature Step	Required Application	Action	Additional Requirements
1		Add the Currency field to the page layout named Engagement Layout.	The org must be a multi-currency org.
		Add the Currency field to the compact layout named Engagement Compact Layout.
2	PSA	Add the Projects related list to the page layout named Engagement Layout.
3	Billing Central	Add the Billing Contracts related list to the page layout named Engagement Layout.
		Create a consolidation rule to consolidate billing documents by engagement.	The Billing Document Consolidation feature must be enabled. For more information, see Setting up Billing Document Consolidation.
4	Order and Inventory Management	Add the Sales Orders related list to the page layout named Engagement Layout.
5	Revenue Management	Add the Revenue Contract related list to the page layout named Engagement Layout.
		Add the Revenue Schedule Lines related list to the page layout named Engagement Layout.
6	Accounting	Add the Sales Invoices related list to the page layout named Engagement Layout.
		Add the Sales Credit Notes related list to the page layout named Engagement Layout.
		Create a consolidation rule to consolidate sales invoices by engagement.	The Sales Invoice Consolidation feature must be enabled. For more information, see Enabling the Sales Invoice Consolidation Feature.

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

Next Steps

After enabling the Engagement feature, continue with the setup tasks:

1. If Business Analytics is installed in your org and you plan on using Engagement Analytics dashboards, create an Analytics app from the Engagement Analytics app template. For more information, see Engagement Analytics Permission Sets.
2. If Revenue Management is installed in your org and you plan on using engagements in the revenue recognition process, you must perform additional steps. For more information, see Setting up Revenue Management for Engagements.
3. Customize the Lightning record page for the Engagement object. For more information, see Customizing the Engagement Lightning Record Page.