Configuring Admin Entries
This section describes how to configure admin entries for Conga Billing.
To create admin entries
Admin Entries in Conga Billing
The following content provides information about various admin entries available in Conga Billing along with their values and purposes.
AdminConfigurationForImmediateInvoiceRun
The AdminConfigurationForImmediateInvoiceRun allows you to personalize the checkboxes and fields, mentioned in the code section of the following table, on the invoice run page and save them for users.
|
Name |
AdminConfigurationForImmediateInvoiceRun |
|
Value |
NA |
|
Code |
Note:
The code value must be in the JSON format and all keys and values must be enclosed within double- quotes. The keys must match the API name of the respective fields. If any value or the key is incorrect, the application ignores that entry. {
"Apttus_Billing__AutoApproveInvoices__c" : "true",
"Apttus_Billing__AutoApproveCreditMemos__c" : "false",
"Apttus_Billing__AutoApplyCreditMemo__c" : "true",
"Apttus_Billing__SplitInvoicesByOrder__c" : "true",
"Apttus_Billing__AutoSendInvoiceEmail__c" : "true",
"Name" : "Give a unique name for this invoice run",
"Apttus_Billing__RunType__c" : "Immediate",
"Apttus_Billing__CreditMemoCreationOption__c" : "Single Credit Memo for Negative Invoice",
"Apttus_Billing__OverrideTemplate__c" : "Invoice Header with Line Items",
"Apttus_Billing__InvoiceSummaryCriterion__c" : "StartDate__c",
"Apttus_Billing__SuppressInvoicesOperator__c" : "Equal to",
"Apttus_Billing__SuppressInvoicesAmount__c" : "100",
"Apttus_Billing__AutoApproveOperator__c" : "Greater than",
"Apttus_Billing__InvoiceDateType__c" : "User Defined",
"Apttus_Billing__InvoiceDate__c" : "2024-08-01"
}
|
The datatype must have the following format or value:
|
Datatype |
Format or Value |
|---|---|
|
Boolean |
Auto Approve Invoices, Auto Approve Credt Memo, Auto Apply Credit Memo, Split Invoices by Order, and Auto Send Invoice e-mail fields are boolean fields. The value for these fields must be either "true" or "false" and enclosed within double quotes. |
|
Date |
For example, the Invoice Date is a date field and it must be in the format "YYYY-MM-DD" and enclosed within double quotes. Write 1st August 2024 as "2024-08-01". |
|
Currency |
For example, Suppress Invoice Amount is a currency field and it must be an integer value, "100" and enclosed within double quotes. |
|
Picklist |
Run Type, Credit Memo Creation Option, Override Template, Invoice Summary Criterion, Suppress Invoices Opeartor, Suppress Invoices operator, Auto Approve Operator, Invoice Date Type are picklist fields. Their value must be the same as their picklist API name and enclosed within double quotes. For example, for the Run Type field enter "Immediate". |
|
Multi-picklist |
The Week Day picklist is a multi-picklist. Its value must be the same as its picklist API name separated by a semi-colon and enclosed within double quotes, for example, "Sunday; Tuesday". |
|
String |
The Name field is a string. The value for such fields must be unique and enclosed within double quotes. For example, for Name field enter "My_Invoice_Run_1". |
AdminConfigurationForCreditMemo
The AdminConfigurationForCreditMemo allows you to personalize the checkboxes on the credit memo page and save them for users.
|
Name |
AdminConfigurationForCreditMemo |
|
Value |
NA |
|
Code |
Note:
The code value must be in the JSON format and all keys and values must be enclosed within double- quotes. The keys must be the same as given in the following code. If any value or the key is incorrect, the application ignores that entry {
"autoApproveCreditMemo" : "true",
"autoApplyCreditToInvoice" : "true",
"emailTemplateValue" : "00X6g000001mdhC",
"attachmentTemplateValue" : "a036g00000jIxAbAAK",
"reasonCode" : "Refund",
"description" : "Test Description",
"creditType" : "Full Credit"
}
|
The datatype must have the following format or value:
|
Datatype |
Format or Value |
|---|---|
|
Boolean |
Auto Approve Credit Memo and Auto Apply Credit Memo To Invoice fields are boolean fields. The value for these fields must be either "true" or "false" and enclosed within double quotes. |
|
Template Values |
The template values for the e-mail Template Value and Attachment Template Value fields are Salesforce template IDs and are enclosed within double quotes. |
|
Picklist |
Reason Code and Credit Type fields are picklist values. Their value must be the same as their picklist API name and enclosed within double quotes. For example, for the Reason Code field enter "Refund". |
|
String |
The Description field is a string. Enter a description of the transaction within double quotes. |
