- Go to Transactions > Zone Advanced Billing > Create Transactions
- Alternatively, click the Create Transaction button displayed on the Subscription record. This button will direct users to the Create Transaction Suitelet and results will be pre-filtered to display the originating Subscription, and all Charge Periods pending billing will be pre-selected.
- The Subscription Selection list will provide a list of all Subscriptions that are ready to be billed and which meet the criteria set forth in the filters (if any).
- The Subscription Selection list consolidates charges based on:
- Customer
- Subscription
- (If a Consolidated Billing Profile is being utilized, Charges from multiple Subscriptions will appear on a single line.)
- The Bill Date From and Bill Date To fields can be used to pull future Bill Dates into the list. Otherwise, all billable charges before today will be visible in the list.
- Currency
- Minimum Period Start Date
- Max Period End Date
- Charge Type: Fixed Recurring, One-Time, Variable, and Offset
- Mark All or Select individual Subscription lines
- If you want the resulting Transaction to use a Transaction Date other than what’s listed under Bill Date, you can select the lines which require a different date and enter the desired date in Override Bill Date.
- After selecting Subscriptions, click the Create Transactions button at the bottom of the page
- Transactions being processed will populate under the Currently Processing field at the top of the Subscription Select page
Example: Using the Suitelet
1. Snapshot of Subscription and Subscription Items
2. Subscription Selection from the Create Transaction Suitelet filtered by Subscription
3. Check the box next to each Subscription where Transactions need to be generated
4. View Transaction processing updates through the ZAB Process Status Record
5. Click on the ID to open up results
6. Click the View Results button for more details
7. Click on the Internal ID to view the Sales Order
Sales Order