Subscription Billing Bulk Operations
SuiteBilling Enhancements SuiteApp enables you to perform bulk operations for subscription billing records.
The bulk operations feature provides a flexible way to clean up charge, usage, and change order records that are no longer needed in the system. You can also update specific fields on charge or change order records, and change the status of subscriptions or subscription lines in bulk. The changes performed in these bulk operations are tracked using audit trail records, which you can access on the Bulk Operations Summary page.
When installed, the SuiteApp enables you to do the following:
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Perform the following bulk operations using mass update:
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Delete Records – Delete erroneous, obsolete, or irrelevant charge records.
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Void Records – Void erroneous, obsolete, or irrelevant usage or change order records.
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Set Charge Stage to Non-Billable – Change the value of the Stage field on charge records to Non-Billable.
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Update Change Order Effective Date – Change the value of the Effective Date field on change order records.
For information about how to perform bulk operations using mass update, see Performing Subscription Billing Bulk Operations Using Mass Update.
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Perform the following status changes through the Bulk Process Change Order page:
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Draft to Pending Activation
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Draft to Active
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Pending Activation to Draft
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Pending Activation to Active
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Active to Suspend
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Suspend to Reactivate
For information about how to process bulk change orders, see Processing Subscription Billing Bulk Changes Orders.
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View a list of bulk operations performed and access audit trail records through the Bulk Operations Summary page. For more information, see Viewing the Bulk Operations Summary Page and Audit Trail Records.