Revenue Management Developer Guide
jBilling Metadata
This table provides the metadata deployment reference for Billing in Revenue Management,
including setup paths and configuration details.
| Type | Label | Setup Path | Details |
|---|---|---|---|
| Setup | Context Service | Context Service > Context Service Settings | |
| Setup | Data Pipeline | Setup > Feature Settings > Analytics > Data Pipeline | |
| Permission Set Assignment | Billing Admin | Setup > Users > Permission Sets | |
| Setup | Enable Billing | Setup > Feature Settings > Billing > Billing Settings | |
| Setup | Document Generation | ||
| Setup | Create Transaction Journals for Transactions | Setup > Feature Settings > Billing > Billing Settings | |
| Setup | Apply Credits to Posted Invoices | Setup > Feature Settings > Billing > Billing Settings | |
| Setup | Enable Foreign Exchange Transaction Journal | ||
| Setup | Apply Credits to Posted Invoices | Setup > Feature Settings > Billing > Billing Settings | |
| Setup | Configure Email Delivery Settings | Setup > Feature Settings > Billing > Billing Settings | |
| Setup | Configure Gapless Sequential Numbering for Billing | Setup > Feature Settings > Billing > Billing Settings | |
| Setup | Store Transaction Amounts in Corporate Currency | Setup > Feature Settings > Billing > Billing Settings | |
| Setup | Create Payment Schedules and Payment Schedule Items | Setup > Feature Settings > Billing > Billing Settings | |
| Setup | Share Payment Accounts | Setup > Feature Settings > Billing > Billing Settings | |
| Setup | Convert Negative Invoice Lines to Credit Memo Lines | Setup > Feature Settings > Billing > Billing Settings | |
| Setup | Credit and Payment Application Level | Setup > Feature Settings > Billing > Billing Settings | |
| Setup | Select Default Credit Memo Flow | Setup > Feature Settings > Billing > Billing Settings | |
| Permission Sets | Data Pipeline User | Setup > Users > Permission Sets | |
| Permission Sets | Billing Admin | Setup > Users > Permission Sets | |
| Permission Sets | Context Service Admin | Setup > Users > Permission Sets | |
| Permission Sets | Tableau Next Admin | Setup > Users > Permission Sets | For Analytics Dashboard Enabling |
| Permission Sets | Data Cloud Admin | Setup > Users > Permission Sets | For Analytics Dashboard Enabling |
| Permission Sets | BillingAdvancedPaymentAdministrator | Setup > Users > Permission Sets | |
| Permission Sets | RevenueLifecycleManagementBillingCustomerService | Setup > Users > Permission Sets | |
| Permission Sets | BillingAdvancedPaymentOperations | Setup > Users > Permission Sets | |
| Permission Sets | RevenueLifecycleManagementBillingCreditMemoOperations | Setup > Users > Permission Sets | |
| Setup | Default Invoice Template | ||
| Setup | FX Gain/Loss Account Lookups | ||
| Setup | Context Definition | ||
| Setup | Context Mapping | ||
| Setup | Intra Context Custom Mapping | ||
| Setup | Default DPE Definition to Close Legal Entity Accounting Periods | ||
| Setup | Default Invoice Preview Template | ||
| Setup | Default Invoice Email Template | ||
| Setup | Default Credit Memo Flow |