The Create Transactions Suitelet provides a list of all Subscriptions that are ready to be billed and which meet the criteria set forth in the filters (if any).
Navigate to the Suitelet by going to Transactions > Zone Advanced Billing > Create Transactions, or click the Create Transaction button located on a specific Subscription record.
- When the Create Transaction button is used, the suitelet loads pre-filtered to display the originating Subscription, and all Charge Periods pending billing will be pre-selected.
Subscription Selection List
The Subscription Selection list displays Charges available for billing, combined by:
-
- Customer
- Subscription
- (If Consolidated Billing is in use, Charges from multiple Subscriptions will appear on a single line.)
- Bill Date
Selecting Subscriptions for Billing
- Select individual lines for billing, or click 'Mark All' to submit all available Subscriptions for billing.
- If the resulting Transaction should display a Transaction Date other than the displayed Bill Date, enter the desired date in the Override Bill Date field.
- After selecting Subscription(s) for processing, click the Create Transactions button.
View Create Transactions Processes
Transactions being processed will populate under the Currently Processing field at the top of the Create Transactions suitelet.
- Clicking this link will open the ZAB Process Status page.
- Click the Process ID.
- Click the View Results button for more details.
- The View Results page will display all successfully created Transactions and/or any errors encountered.
Create Transactions Priority Processing
Only users with the 'Priority Processing' ZAB Script Permission assigned will see a ‘High Priority’ checkbox available on the Create Transactions suitelet.
When this ‘High Priority’ checkbox is selected, the resulting Process is handled by a dedicated script, rather than the standard Create Transactions script.
This enables these Subscriptions to be billed while other ‘standard’ priority Transactions continue processing.