There are several ways to create Transactions for your Charges. As illustrated in the diagram below, the Transaction creation process occurs after the Subscription Item has generated Charges. For usage-based scenarios, Charges must be Rated before they are converted to Transactions.

Before you begin

• The Transaction Type (Sales Order, Invoice, Cash Sale) is determined by the Create Transaction Type selected under ZAB Preferences. If this setting has not been configured, you’ll receive an error message during the transaction creation process.
• Transactions can only be generated for Charges that have the Item types For Sale or Resale. Item Groups are not supported. Any Charge that has an Item Type that is not for sale will encounter an error when creating the transaction.
• For Usage-Based Subscription Items and Prepaids, always Rate usage to ensure Charges are accurately calculated before creating transactions.
• The method in which you create transactions is largely based on the scenario- will you be rating and creating transactions for a specific customer or subscription, or for many subscriptions at once? The method used to create transactions may change over time as the number of customers grow.
• When creating a Transaction through the Suitelet, by default all Charges on the same Subscription with the same Bill Date will be placed on a single Transaction. This behavior can be changed by using a Billing Profile.
• Several configuration factors may affect the efficiency of the Create Transaction process, including: the number of Subscriptions being processed, Transaction Charge Maps, Subsidiary requirements, and custom scripts or workflows on the Transaction record.

Creating Transactions

When creating transactions, there are a number of pathways to take and most are dependent on the customer’s scenario. Transactions can be created through the ZAB Create Transactions Suitelet or through an Automated Process configured with a ZAB Automation Record.

Start by determining which process to run:

1. Select a Process:
   • To rate Subscriptions, kick off an Execute Rating process
   • To create transactions, kick off a Create Transactions process
2. Context: in what manner should that process be triggered?
   • Automate the process at a certain cadence for a subset of records - Scheduled ZAB Automation
   • Manually choose Subscriptions - use the Create Transactions Process Suitelet
   • Use an external system to trigger the process based on a certain action - API
   • Build a Saved Search of a certain set of Subscriptions that meet a particular criteria - Manual (via ZAB Automation)

Process Execution Methods:

• Create Transactions Suitelet
  • Context
    • Process Suitelet
• Automated Processes
  • Context
    • Scheduled
    • Manual
    • API
    • Rating + Transactions
    • Search tied to the Automated Processes