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Dynamics 365 Community / Forums / Finance | Project Operations, Human Resources, ... / Subscription billing --
Finance | Project Operations, Human Resources, ...
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Subscription billing --

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Posted on by MK-20061631-0 18
Hello - For my client we are importing subscriptions billing into the following data entities Subscription Billing Schedule Header and Subscription Billing Schedule Line. And right now, we need to import escalation and discount for many of the subscription billing lines using (Subscription billing escalation line). However, many of main account configuration were not confirmed/configured during initial import. and now as we try to import (Subscription billing escalation line). we are getting the error, that 
 
Data entity:
  • Subscription Billing Schedule Header
  • Subscription Billing Schedule Line
  •  
  • Subscription billing escalation line 
error received:
2. Unable to set the item as deferrable. - Please specify a valid discount recognition account.
3. Unable to set the item as deferrable. - Please specify a valid discount deferral account.
4. Unable to set the item as deferrable. - The discount recognition account cannot be the same as the discount deferral account.
 
 
 
I have tried to default the main account via data entity Subscription billing deferral table
 
in order to create escalation and discount lines for the line, these main account in the green highlighted need to assigned. Only way i am seeing in the system is to actually go into each billing line and click on the "Default". after clicking default, we can import/create the escalation no problem. 
 
ISSUE>> we many lines which is not feasible to manually do this. I have try to look at these data entities below. 
 
Request for resolve: please advise how we can do a mass import to have this default button to be clicked so the system can default the deferral main account.
 
 
Entity Staging table
Subscription billing deferral defaults (item transactions) SubBillDeferralDefaultAccountStaging
Subscription billing deferral defaults (ledger transactions) SubBillDeferralAccountTableStaging
Subscription billing deferral event based processing entity SubBillDeferralEventBasedProcessingStaging
Subscription billing deferral event template headers SubBillDeferralEventTemplateTableStaging
Subscription billing deferral event template lines SubBillDeferralEventTemplateLineStaging
Subscription billing deferral items SubBillDeferralDeferrableItemsStaging
Subscription billing deferral line SubBillDeferralScheduleLineStaging
Subscription billing deferral parameters SubBillDeferralParametersStaging
Subscription billing deferral table SubBillDeferralScheduleTableStaging
Subscription billing deferral template headers SubBillDeferralTemplateTableStaging
Subscription billing deferral template lines SubBillDeferralTemplateLineStaging
Subscription billing deferral transaction deferral SubBillDeferralTransactionLineDeferralStaging
Categories:
Dynamics 365 Finance
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  • Suggested answer
    KG-18041738-0 Profile Picture
    KG-18041738-0 21 on at
    Do you have these accounts set up in Deferrals Defaults?  According to the manual you should be able to reimport the 
    Billing Schedule Lines file to update the main deferral account field. Everything else should populate in from the deferral defaults page. You can also reattempt to import into the escalation entity.

     

    l Target entity: BssiArcbBillingScheduleLineEntity
    l Sample template: SB_ARCB_billing_schedule_line.xlsx
    When importing data to update billing schedule lines, only the following values are updated:

    l Quantity

    l Unit price (only for lines that have the Pricing method set to Flat)

    l Alignment date

    l Billing end date

    l Auto renew

    l Main deferral account

     

    Escalation Lines

    l Target entity: BssiArcbEscalationTableEntity

    l Sample template: SB_ARCB_escalation_line.xlsx

    Data can be imported to update the escalation and discount values.

    Column Name Data Type Required Description
    IsScheduleLine Enum

    SCHEDULENUMBER String

    ScheduleLineNum Real

    ESCALATIONLINENUM Real

    STARTDATE Date

    DISCOUNT Enum Yes/No

    FREQUENCY Enum

    0 = Monthly

    1 = Quarterly

    2 = Semiannually

    3 = Annually

    4 = None

    PERCENT Real

    AMOUNT Real

    CPISCHEDULE String

    ENDDATE Date



     

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