Billing Document to Transaction

If your organization uses Billing Central and Accounting, you can integrate the applications using Foundations. This enables financial transactions to be created automatically in Accounting when:

• A billing document with the status "Draft" or "Ready for Review" is marked complete.
• A complete billing document of type Invoice is converted to a credit note with the status "Complete".

To set up the integration you must complete the steps in Configuring Message Delivery and Billing Document Completion, and Setting up the Billing Document to Transaction Integration.

The Billing Document Posting Settings custom setting contains fields that can influence how billing documents are posted to Accounting. For more information, see Billing Document Posting Settings.

Warning:

If you are using analysis mappings to transfer analysis items to dimensions, an attachment file is created on a billing document when you complete it. Do not delete this FFACompleteMessageBody attachment before the billing document has been posted because doing so will prevent the dimensions from being written to the resulting transaction lines. Once the billing document has been posted, you may delete the attachment if you wish.

Note:

This integration has been superseded by the Billing Document to Sales Invoice or Credit Note integration. For more information, see Billing Document to Sales Invoice or Credit Note Integration.