TapeTrack Documentation

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billing:customer_map

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billing:customer_map [2026/08/18 02:22] – [Modifying an Existing Mapping] Scott Cunliffebilling: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:customer|Customer-ID]] to a readable Customer name, location, account name, or other billing description.
  
 The map is used by [[cli:tmss10logstatsprocess|TMSS10LogStatsProcess]] when processing TapeTrack statistics (.ttstats) files for billing. The map is used by [[cli:tmss10logstatsprocess|TMSS10LogStatsProcess]] when processing TapeTrack statistics (.ttstats) files for billing.
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   /etc/tapetrack/billing/customer.txt   /etc/tapetrack/billing/customer.txt
  
-The location of the file is supplied to ''TMSS10LogStatsProcess'' using the ''-M'' argument.+The location of the file is supplied to ''[[cli:tmss10logstatsprocess|TMSS10LogStatsProcess]]'' using the ''-M'' argument.
  
  
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-===== 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 =====
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   * [[cli:tmss10logstatsprocess|TMSS10LogStatsProcess]]   * [[cli:tmss10logstatsprocess|TMSS10LogStatsProcess]]
   * [[master:customer|Adding and Maintaining Customers]]   * [[master:customer|Adding and Maintaining Customers]]
-  * [[definitions:customer-id|Customer-ID]] 
   * [[billing:package_map|Package Map]]   * [[billing:package_map|Package Map]]
   * [[billing:billing_rules|Billing Rules]]   * [[billing:billing_rules|Billing Rules]]
billing/customer_map.1787019740.txt.gz · Last modified: 2026/08/18 02:22 by Scott Cunliffe