New Feature: Generate Charge Consolidation Backup File
This enhancement to the ‘Charge Consolidation’ feature provides the ability to transform the Charge Consolidation JSON file to a CSV file during the Create Transactions process. Administrators can define where the backup file should be stored, for which Rate Plans a backup file should be generated, and what data should be included in the file.
To enable the creation of a CSV Backup File:
Navigate to the ‘Transaction Backup File Location’ field on the ZAB Preferences record. Input the Internal ID of a File Cabinet folder where backup files should be stored.
Charge Consolidation must be enabled on the Rate Plan Search Map. Charge Consolidation may only be used with Usage or Count Data; Ad Hoc Usage is not currently supported.
On the Rate Plan Search Map, select the ‘Generate Backup File’ checkbox.
All data from the Charge Consolidation JSON file is included in the CSV. To include custom columns in addition to the out-of-the-box mappings, use the ‘Charge Consolidation Aggregation’ tab of the Rate Plan Search Map.
Optionally choose to display the ‘ZAB Backup File’ field on the Transaction form to display the generated file on the Transaction record.
A new field on the Charge, ‘Generate Backup File', is set during Rating to indicate if a backup file should be generated. During Create Transactions, a backup file is created and attached to the resulting Transaction. If multiple Charges on the same Transaction should have backup files generated, a single CSV file will be created, consolidating the JSON files.