Currently, the key metrics displayed on the costumer screen display the account balance according to different criteria (Total, Invoice Balance, Unapplied payment balance, unapplied credit memo balance...) Our customer needs, as a general petition, to enrich/improve the information offered in the 'Account' screen. One of the concrete requests is to be able to drill down the transactions that make up each metric displayed on that section. The drill down should be displayed on a pop-up window or on a different screen. For example, for the invoice balance the drilldown should include all the invoices that are part of this balance, and the amount that they apport to it.
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Most organisations use batches to group accounts together logically for bill runs. It would be useful to have an option to automate the allocation of a batch to a particular account when various objects on the account get added/removed/updated. We need a way (like a rules engine) to automate which Batch an Account goes into when: It is created manually in the User Interface It is created through API It is created through Z4SF Details on the Account change Details of subscriptions on the Account change Details of charges on a subscription on the Account changes Data attributes we need to track/evaluate in order to ascertain what Batch an Account goes into: Account Billing Entity Account Currency Subscription Term Type (e.g. Evergreen or Termed) Subscription Status (e.g. Active or Cancelled) Subscription Charge Types (Advance or In Arrears)
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