OIM to BC Integration for Consolidated Invoicing Overview

If your organization uses Order and Inventory Management and Billing Central, you can integrate them using Foundations to consolidate Order and Inventory Management invoices and credit invoices in Billing Central.

The OIM to BC integration for Consolidated Invoicing enables you to create billing documents from Order and Inventory Management 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 Order and Inventory Management 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 OIM to BC Integration for Consolidated Invoicing. Once the integration is set up, you can create billing documents from Order and Inventory Management invoices and credit invoices in the ways indicated below.

• Manually using the OIM Task Launcher or from an invoice's detail page: you can manually create billing documents from eligible invoices from the OIM 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.

Note: The option to create a single billing document for a specific invoice from the invoice's detail page is not available for credit invoices.

• Automatically via a scheduled job: the OIM 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 Order and Inventory Management Invoices.

When billing documents are created from Order and Inventory Management invoices and credit invoices, information is passed between Order and Inventory Management and Foundations via messaging. A message containing the invoice information is sent from Order and Inventory Management 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 Order and Inventory Management to automatically populate this information on the Order and Inventory Management invoice or credit invoice.

Order and Inventory Management 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 Order and Inventory Management 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 Order and Inventory Management invoice or credit invoice.