Partner Billing Configuration
Learn about billing preferences set at the partner-level.
Table of Contents
Overview
What
Billing configuration settings that can be applied to a partner that have impacts on different areas of the application
Who
Our finance team is looking to track information on a partner to properly bill them
Partners who need to control certain metadata about their billing types
Users looking to see the correct currencies in the application
Why
Ensure our system is flexible enough to support different types of partners and their billing needs
Example
A partner is located in the UK and needs the settings on their hierarchy to reflect that
Walkthrough
A user needs to be enabled to see the billing tab on a partner. This is a user permission available only for admin users.
On a partner, the Billing tab will house settings we can configure that indicate how the partner is billed. All of these settings funnel into our ERP (billing system)
Billing code
LMC Partner
Bulk Discount Eligible
Is billing enabled
Subsidiaries indicate where a company is located and, ultimately, how it is taxed and billed. Technically, a partner can operate in more than one international location, and because of that we have both primary and secondary subsidiaries. For now, the primary subsidiary stored on the partner will indicate where all underlying line items get billed.
Primary subsidiaries also control the currency that shows on a line item. See examples below:
Currencies show anywhere in our application where money is displayed, including:
Proposals
Product page
Line items
Review Page
Proposal export (PowerPoint, PDF)
Proposal table (total budget)
Proposal to order submission
Orders
Order creation (line items)
Sold line item views
Allocation table
Billing tab
History log
Line item table
Pace metrics
Not Included
Allowing this to be configurable by external users
Currency conversion
We do not convert dollars to pounds (for example)
Customizing currency on a line item