You can configure the Billing component by using the Server Administrator > Components node.
To configure the Billing component
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Start the Server Administrator.
On the Start menu, click Upland AccuRoute > -
On the console, expand the Server Administrator tree.
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Double-click Components. The Components are listed in the details pane.
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Double-click Billing to open the Properties page.
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Click Configuration.
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If the component is disabled, check the box beside the Enable collection of billing data option to enable billing.
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Configure the Database section.
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In the Database section, modify the Data Source Name (DSN) to point to an external ADO compatible database.
Note: By default, the DSN points to the Archive Database which includes all billing table to collect all billing data.
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Verify that the CostRecoveryDatatable is selected in the Table drop-down menu. For information on this table, click here. If needed, select another table. The choices are ArchiveTable and <No table selected>.
- In the Select the columns to populate section, clear the columns that should not be populated in the table. By default all the columns are selected.
Note: Any column you do not select will not have data entered for them and must be either null or have defaults configured in the table itself. When writing a billing record, if you do not have a value for that column or you are not configured to place a value into a column, the null or the default specified value is inserted in the column.
You must always have the following columns selected:
- prGUID - The value for this column should be nvarchar and is limited to 36 characters.
- prDateBilling - The value for this string is the billing date.
If you do not select these columns, you will see an error message indicating that the minimum requirements have not been met.
- Click OK to save your changes.
See also
Capturing CostRecovery Table Custom Fields