Salesforce Integration – LogiSense Product Documentation

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LogiSense Product Documentation

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Courses
User Manual

LogiSense Product Documentation

Product Overview

12

Product Overview
Usage Billing Challenges
Terminology
Quick Start Guide
Release Notes
System Functionality

Accounts

16

Accounts
Account Overview Screen
Account Packages Screen
Account Settings Screen
Account Credits Screen
Account Transactions Screen
Account Notes Screen
Account Contacts Screen
Creating a New Account Screen
Account Examples

Admin - Configuration

22

Admin – Configuration
Owner Configuration Screen
Email Settings Screen
Account Types Screen
Account Status Types Screen
Contact Types Screen
Users and Roles
Users Screen
Roles Screen
Role Groups Screen
Fiscal Periods Screen
Admin Examples

Billing - Configuration

10

Billing – Configuration
Bill Runs Screen
Bill Run History Screen
Bill Groups Screen
General Ledger Codes Screen
Billing Examples

Contracts & Commitments

8

Contracts & Commitments
Account Contracts Screen
Commitments and Ramp Up Periods
Early Termination
Account Contract Status Types Screen
Package Contracts Screen
Contract Examples
- Package Contract Example
- Account Contract Status Types Example

Customer Experience

3

Customer Experience
Customer Portal
Email Templates Screen

Dunning & Collections

8

Dunning & Collections
Accounts Receivable Terms Screen
Payment Terms Screen
Dunning Rules Screen
Dunning Examples

Extensibility

3

Extensibility
Custom Fields Screen
Custom Fields Layouts Screen

Importing & Exporting Data

10

Importing & Exporting Data
Archiving Data
Data Imports Overview
Data Profiles
Mapping
Transforms
Validations
Debugging
Data Profiles Screen
Data Imports Screen

Invoicing & Credit Notes

12

Invoicing & Credit Notes
Account Invoices Screen
Voiding an Invoice
Account Credit Notes Screen
Invoice Delivery Screen
Invoice & Credit Notes Templates Screen
Word Invoice Template Mail Merge Tips
Embedding Reports in Invoice Templates
Invoicing Examples

Notifications & Events

4

Notifications & Events
Available Events
Available Event Tokens
Notifications Screen

Payments

7

Payments
Account Payment Methods Screen
Account Payments Screen
Payment Gateway Screen
Payments Examples

Pricing

7

Pricing
Account Price Plans Screen
Tiered Monthly Recurring Charge
Tiered Usage
Counting Rules for Tiered Pricing
Price Book Regions Screen
Price Books Screen

Product Catalog

18

Product Catalog
Services Screen
Service Status Screen
Service Transitions Screen
Service Types Screen
Packages Screen
Toll Free & Trunk Groups Products Use Case
Package Frequencies Screen
Package Status Screen
Counting Rules Screen
Promo Codes Screen
Catalog Examples

Regional & Currency Settings

7

Regional & Currency Settings
Configuring Countries
Multi-Currency
Currency Exchange Screen
Exchange History Screen
Regional Examples
- Currency Exchange Example
- Locales Example

Reporting & Analytics

4

Reporting & Analytics
Charts & Dashboards
Generating, Viewing and Downloading Reports
Reporting Examples
- Filtering, Generating and Downloading Reports Example

Revenue Recognition

3

Revenue Recognition
Revenue Recognition Configuration
IFRS 15 and ASC 606

Salesforce Integration

15

Salesforce Integration
Salesforce User Guide
Salesforce Admin Guide

Sales Orders

2

Sales Orders
Account Orders Screen

Share Plans

4

Share Plans
Account Share Plans Screen
Share Plans Screen
Share Plan Buckets Screen

Single Sign On

2

Single Sign On
Single Sign On Configuration

Taxes

7

Taxes
Tax Codes Screen
Tax Vendor Screen
Tax Rates Screen
Service Tax Categories Screen
Account Tax Categories Screen
Taxes Example
- LogiSense Tax Example

Usage & Rating

25

Usage & Rating
Usage Rate Groups Screen
Usage Rates Screen
Usage Rate Plans Screen
Usage Classes Screen
Usage Class Types Screen
GeoTree Screen
Rounding Rules
Time Periods Screen
Location Groups Screen
Mediation
Usage Data Feeds Screen
Import Usage by API
Billing Activation Rules
Dynamic Usage Classes Screen
Use For Cost Configuration
Usage Exceptions

Usage Buckets

3

Usage Buckets
Base Buckets Screen
Usage Buckets Screen

Developer

18

Developer
API Platform
Developers - Getting Started
Developer - Data Views
Eventing System

Architecture

16

Architecture
Security
Controlled Flexibility
Logical Architecture
Deployment Architecture
Functional Architecture

System Administration

1

LogiSense Billing Upgrade Request Process

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