Setting up the OIM to BC Integration for Consolidated Invoicing

To set up the OIM to BC integration for Consolidated Invoicing:

• You need the appropriate licenses and access to a Salesforce org with the following:
  • Foundations Fall 2020 or later
  • Order and Inventory Management Fall 2020 or later
  • Billing Central Fall 2020 or later
• You must ensure that yourself and other users of Foundations, Order and Inventory Management, and Billing Central have been assigned appropriate permissions in your Salesforce org.

To set up the required features:

1. Go to the Feature Console tab.
2. Enable the OIM to BC for Consolidated Invoicing feature. For more information, see Enabling the OIM to BC for Consolidated Invoicing Feature.
3. If you have Order and Inventory Management – FinancialForce Connector installed in your org, perform steps 1 and 2 from the OIM – Accounting Connector Migration feature. For more information, see Using the OIM – Accounting Connector Migration Feature.

The automatic export of eligible Order and Inventory Management invoices and credit invoices to billing documents is automatically set up once you enable the OIM to BC for Consolidated Invoicing feature. The feature configures the Create Billing Documents from Order and Inventory Management Invoices scheduled job, a default scheduled job which runs every day at 12:00 AM.

This scheduled job picks up all eligible invoices and credit invoices and creates a batch process, the Invoice to Billing Document Export batch, that exports batches of a maximum of 200 invoices or credit invoices by default. For example, if the scheduled job picks up 1,000 invoices, these will be divided into five smaller batches of 200 invoices each.

To check the status and details of each of the batch processes initiated by the scheduled job, use the Invoice to BD Export Batch Control object. To check the details of each of the export batches generated by process, use the Invoice to BD Export Batch Control Log. For more information, see Invoice to BD Export Batch Control Fields.

You can enable status notifications of the batch process via Chatter, email or task and, if required, you can change the default number of invoices and credit invoices to be exported in a single batch.

Changing the Default Batch Settings

You can use the following batch settings to make changes to the default number of exported invoices and enable status notifications for the batch process.

Batch Settings for the Invoice to Billing Document Export Batch

Custom Field	Description
Invoice to BD Batch Notification Chatter	If selected, notifications of the status of the Invoice to Billing Document Export batch are sent via chatter.
Invoice to BD Batch Notification Email	If selected, notifications of the status of the Invoice to Billing Document Export batch are sent via email.
Invoice to BD Batch Notification Task	If selected, notifications of the status of the Invoice to Billing Document Export batch are sent via task.
Invoice to BD Batch Scope	When exporting invoices to billing documents with a batch process, this designates the number of invoices or credit invoices to be exported in a single batch. If you run into governor limits during this process, try lowering this value. The minimum value is 1 and the maximum value is 1500. The default value is 200.

For more information about batch settings, see Batch Settings.

To change these settings:

1. Access Batch Settings from Setup by clicking Custom Code | Custom Settings | Batch Settings.
2. Select the setting you want to modify.
3. Click Edit.
4. Make the required changes on the Default Value field.
5. Click Save.

Creating a Customized Scheduled Job

Instead of using the default scheduled job configured by the OIM to BC for Consolidated Invoicing feature, you can access the OIM Task Launcher tab to create a new customized one that runs at the time and with the frequency that you require.

Notes:

• You can only create a scheduled job from the OIM Task Launcher tab if the OIM to BC for Consolidated Invoicing feature is enabled.
• When enabling the OIM to BC for Consolidated Invoicing feature via Feature Console, make sure that you skip the step to configure the default scheduled job if you prefer to create a customized one. If you have already performed this feature step, revert it to delete the default scheduled job and then create the new customized one from the OIM Task Launcher tab.

To create a customized scheduled job:

1. From the OIM Task Launcher tab, in the Invoice Consolidation Management section, click Schedule Billing Document Creation.
2. Select the schedule frequency that you require.
3. In the Start Date field, specify a start date.
4. In the Preferred Start Time, specify a start time.
5. In the End field, select when you want the scheduled job to be executed for the last time.
   • If you select "End Date", specify an end date in the End Date field displayed.
   • If you select "After", enter the number of occurrences in the Occurrences field displayed.
   • If you select "Never Ends", the scheduled job never stops being executed.
6. Click Schedule.

Once a job is scheduled, you can reschedule it for a different time and frequency. To do this, launch the Schedule Billing Document Creation task again and change the required settings.

To create Foundations billing documents from Order and Inventory Management invoices and credit invoices, your invoice lines must be associated with a Salesforce product. For more information on how to map Order and Inventory Management line types to Salesforce products, see Mapping OIM Line Types to Salesforce Products.