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Invoice Creator Batch Processing
Use this page to set up the recurring invoice creator batch job process. When setting up the batch job process, you only need to modify the settings when first creating the batch job process. For information on standard Subscription Billing functionality, see the Subscription Billing documentation
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Invoice Processing ID
To assign an invoice processing ID, incorporate the following steps when setting up the recurring batch:
- Set Invoice transaction type to Sales order. Invoice processing IDs are only available for sales orders.
- Change the Invoice processing ID as needed. The default values is based on the Property Lease Management Parameters settings.
- Select OK.
Exclude Custom Fields When Consolidating
When creating a consolidated by customer invoice, you can use Custom fields exclusion in consolidation to exclude custom fields from the consolidation process. If you have multiple sales orders with the same customer, but with different custom fields in the headers of the billing schedules, then you can still consolidate those sales orders by customer, by turning on Custom fields exclusion in consolidation.
When you consolidate multiple sales orders with different custom fields in their headers into a single invoice, the custom field values in the header of the invoice are applied from the billing schedule header with the lowest number sequence. For example, if you consolidate USMF-008 and USMF-006, then the custom fields from the header of USMF-006 are used in the custom fields header of the consolidated invoice.
The following scenario may happen when you use Custom fields exclusion in consolidation.
If the billing schedule header of USMF-006 does not have any custom fields but USMF-008 does have custom fields, the consolidated invoice header will not display any custom fields. This is because the consolidated invoice header data is first generated from USMF-006. The custom fields used in the billing schedule lines are included in the consolidated invoice lines.
Fields
The following field boxes are available:
| Field | Description |
| Invoice Processing | |
| Invoice processing ID |
Displays the invoice processing ID used for creating the sales invoice or credit memo (Invoice transaction type is Sales order). Maximum of 20 characters with the default format of <Prefix><SystemDate>, where the Prefix and SystemDate are based on the settings on the Invoice Processing ID Setup of the Property Lease Management Parameters page. When using the Invoice Creator or Mass Termination Processing, change this value as needed before processing the records. For the Invoice Creator Batch Processing, change the value before saving the parameters. |
| Consolidation | |
| Custom fields exclusion in consolidation |
Select to exclude custom fields from consolidation when you consolidate sales orders by customer. If you have multiple sales orders with the same customer, but with different custom fields in the headers of the billing schedules, then you can still consolidate those sales orders by customer, by turning on Custom fields exclusion in consolidation. You can only use this setting if you have also turned on Consolidate by customer. This setting is automatically turned on if you have turned it on in your Property Lease Management Parameters.
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