billing:customer_map
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| Both sides previous revisionPrevious revisionNext revision | Previous revision | ||
| billing:customer_map [2026/08/18 02:22] – [Modifying an Existing Mapping] Scott Cunliffe | billing:customer_map [2026/08/18 03:45] (current) – [See Also] Scott Cunliffe | ||
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| ====== Customer Description Map ====== | ====== Customer Description Map ====== | ||
| - | The Customer Description Map file maps a TapeTrack [[definitions:customer-id|Customer-ID]] to a readable Customer name, location, account name, or other billing description. | + | The Customer Description Map file maps a TapeTrack [[object: |
| The map is used by [[cli: | The map is used by [[cli: | ||
| Line 37: | Line 37: | ||
| / | / | ||
| - | The location of the file is supplied to '' | + | The location of the file is supplied to '' |
| Line 88: | Line 88: | ||
| - | ===== Validation ===== | ||
| - | |||
| - | The Customer Description Map should be validated before every production billing run. | ||
| - | |||
| - | Check that: | ||
| - | |||
| - | * Every billed Customer-ID has a corresponding map entry. | ||
| - | * No Customer-ID appears more than once. | ||
| - | * Customer descriptions are accurate and approved. | ||
| - | * Customer descriptions match the intended QuickBooks customer records. | ||
| - | * There are no unwanted spaces around the Customer-ID. | ||
| - | * The file contains no spelling errors. | ||
| - | * The file is readable by the billing service account. | ||
| - | * The correct version of the file is being used. | ||
| - | * Test billing XML contains the expected customer descriptions. | ||
| - | |||
| - | A validation table can be maintained for each billing run. | ||
| - | |||
| - | ^ Check ^ Expected Result ^ | ||
| - | | Customer-ID exists in TapeTrack | Customer record is present. | | ||
| - | | Customer-ID exists in Customer Description Map | One mapping is present. | | ||
| - | | Customer-ID exists in Package Map | One billing package is assigned. | | ||
| - | | Customer description is approved | Description matches the billing profile. | | ||
| - | | QuickBooks customer exists | Mapping resolves to the intended QuickBooks customer. | | ||
| - | | Test XML is correct | Customer and item descriptions display as expected. | | ||
| ===== Troubleshooting ===== | ===== Troubleshooting ===== | ||
| Line 175: | Line 150: | ||
| * [[cli: | * [[cli: | ||
| * [[master: | * [[master: | ||
| - | * [[definitions: | ||
| * [[billing: | * [[billing: | ||
| * [[billing: | * [[billing: | ||
billing/customer_map.1787019740.txt.gz · Last modified: 2026/08/18 02:22 by Scott Cunliffe
