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Configure interface settings

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Configure interface settings

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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 Revenue Accounting 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.

The system permanently sets the Restrict SO Value Update field of a booking transaction to true when the Fixed Amount Discount Revenue Accounting setting is set to Generate 0 amount in booking transaction.
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 Default value
  • Booking transactions are not generated for fixed amount discount charges.
  • Billing transactions are generated for fixed amount discount charges as standalone transactions.
Generate actual amount as standalone booking line No

The actual fixed amount discount value is generated in the booking transaction for a fixed amount discount. The fixed amount discount is treated as a normal flat fee recurring charge with a negative CCV amount.

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
  • Booking transactions are generated with actual discount start and end dates.
  • When generating transactions, map the discount charge's start and end dates to the revenue start and end dates.
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 Default value When generating transactions, map the apply to charge's six accounting codes to the revenue's six accounting codes.

Pending Subscription and Charges

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 and charges 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 Default value Booking transactions are not generated for pending subscriptions.

One Time Charge

In this interface setting section, you can configure the following settings:

Setting Option Is this option the default value? Generation behavior and logic
Generate One Time Charge for subscription term change No Default value

The term change does not impact the generation of  booking transactions for one time charges.
Yes No If the term start or end date of a subscription is changed, the system will generate a new booking transaction for the one-time charge that belongs to the changed term.

View changelog

To view changelog for changing the interface settings, navigate to the Change Log section.