Configure interface settings
On the Interface Settings page, you can configure how to generate booking and billing transactions through the following interface settings:
- Fixed Amount Discount Management
- Discount Management
- Pending Subscription and Charges
- One Time Charge
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 |
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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 |
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. |
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Generate in billing transaction | Default value |
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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 |
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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 | 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 |
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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 |
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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.