Configure interface settings
On the Interface Settings page, you can configure how to generate booking and billing transactions through the following interface settings:
You can also view the changelog for changing the preceding interface settings.
To access the Interface Settings page, click your username at the top right and navigate to Revenue > Interface Settings.
If Multi-entity is enabled on your tenant, you must configure the interface settings on the global tenant. All child entities share these interface settings with the parent tenant.
Fixed Amount Discount Management
In this interface setting section, you can configure the following setting:
| Setting | Setting Option | Is this option the default value? | Generation behavior and logic |
|---|---|---|---|
| Fixed Amount Discount Management | Generate 0 amount in booking transaction (recommended) | No |
A zero value is always generated in the booking transaction for any fixed amount discount. The Duration and Accounting Codes settings that you configure in the Discount Management interface settings do not take effect. Instead, the fixed amount discount charge’s charge date and accounting codes are always used. |
| Generate actual value in booking transaction (will cause variances with billing) | No |
The actual fixed amount discount value is generated in the booking transaction for a fixed amount discount. The expectation is that this enhancement does not support the scenario of a fixed amount discount applying on a usage charge. |
|
| Generate in billing transaction | Yes |
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Discount Management
In this interface setting section, you can configure the following settings:
| Settings | Options | Is this option the default value? | Generation behavior and logic |
|---|---|---|---|
| Duration | Align with apply to charge date | Yes |
When generating transactions, map the apply to charge's start and end dates to the revenue start and end dates for the discount charges. |
| Use actual discount date | No |
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| Accounting Codes | Align with discount charge | No | When generating transactions, map the discount charge's six accounting codes to the revenue's six accounting codes. |
| Align with apply to charge | Yes | When generating transactions, map the apply to charge's six accounting codes to the revenue's six accounting codes. |
Pending Subscription
In this interface setting section, you can configure the following settings:
| Setting | Option | Is this option the default value? | Generation behavior and logic |
|---|---|---|---|
| Booking transaction object generation for pending subscription | Generate all charges | No |
For a pending subscription, booking transactions are generated for the charges with start dates and those without start dates. For the charges without start dates, null values are set on the date, charge contract value (CCV), and extended list price (ELP) fields of the booking transaction. |
| Generate active charges | No | Booking transactions are generated for only active charges under the pending subscription. | |
| Do not generate | Yes | Booking transactions are not generated for pending subscriptions. |
View changelog
To view changelog for changing the interface settings, navigate to the Change Log section.