TapeTrack Documentation

Because there is more to tape management than you ever realized

User Tools

Site Tools


cookbook:billing_process_temp

Differences

This shows you the differences between two versions of the page.

Link to this comparison view

Both sides previous revisionPrevious revision
Next revision
Previous revision
cookbook:billing_process_temp [2026/08/19 02:41] – [Billing Process] Scott Cunliffecookbook:billing_process_temp [2026/08/19 05:12] (current) – [Generate the Invoice XML] Scott Cunliffe
Line 55: Line 55:
 Create and approve a billing profile before editing the billing configuration. Create and approve a billing profile before editing the billing configuration.
  
-^ Setting ^ Customer value ^ Example ^ +^ Setting                         ^ Customer value                   ^ Example                         
-| TapeTrack Customer-ID | //Required// | ''A099''+| TapeTrack Customer-ID           | //Required//                     | ''US03''                        
-| TapeTrack Customer Description | //Required// | ''ACME Data Services''+| TapeTrack Customer Description  | //Required//                     | ''North Carolina Data Center''  
-| QuickBooks Customer reference | //Required//''ACME Data Services'' +| QuickBooks Customer reference   | //Required//                     "North Carolina Data Center"    
-| QuickBooks reference type | FullName or ListID | ''FullName''+| QuickBooks reference type       | FullName or ListID               | ''FullName''                    
-| Billing package | Optional | ''STANDARD''+| Billing package                 | Optional                         | ''STANDARD''                    
-| Billable Media-ID values | //Required// | ''LT'', ''LTO''+| Billable Media-ID values        | //Required//                     | ''LT'', ''LTO''                 
-| Billable Repository-ID values | //Required// | ''COV'', ''RVLT''+| Billable Repository-ID values   | //Required//                     | ''LIBR'', ''RACK''              
-| Storage basis | Total, high-water, or low-water | ''High-water''+| Storage basis                   | Total, high-water, or low-water  | ''High-water''                  
-| Rounding increment | Contract value | ''50''+| Rounding increment              | Contract value                   | ''10''                          
-| Minimum quantity | Contract value | ''0''+| Minimum quantity                | Contract value                   | ''0''                           
-| Included threshold | Contract value | ''0''+| Included threshold              | Contract value                   | ''0''                           
-| Maximum quantity | Contract value | ''0'' for no cap | +| Maximum quantity                | Contract value                   | ''0'' for no cap                
-| QuickBooks Item names | //Required// | ''A - Storage:QBROTATIONBOX''+| QuickBooks Item names           | //Required//                     | ''A - Storage:QB_BOX''          
-| Fixed charges | Optional | Monthly account fee |+| Fixed charges                   | Optional                         | Monthly account fee             |
  
 Store the approved profile with the billing configuration so that a later rule change can be traced to a contract requirement. Store the approved profile with the billing configuration so that a later rule change can be traced to a contract requirement.
Line 81: Line 81:
 <file - Customer.ttmap> <file - Customer.ttmap>
 # TapeTrack Customer-ID    QuickBooks Customer name # TapeTrack Customer-ID    QuickBooks Customer name
-A099                      ACME Data Services+US03                      North Carolina Data Services
 </file> </file>
  
-When ''TMSS10LogStatsProcess'' is run with the ''-M'' option, ''$CUSTOMER'' contains the Customer-ID from the ''.ttstats'' file and ''$CUSTOMER2'' contains the mapped description.+When [[cli:TMSS10LogStatsProcess]] is run with the ''-M'' option, ''$CUSTOMER'' contains the Customer-ID from the ''.ttstats'' file and ''$CUSTOMER2'' contains the mapped description.
  
 <WRAP important> <WRAP important>
Line 92: Line 92:
 ==== Package Map ==== ==== Package Map ====
  
-Create a package map when the billing definition filters rules by package. The package assigned to the Customer must match the package filter in the applicable billing rules.+Create a [[billing:package_map|package map]] when the billing definition filters rules by package. The package assigned to the Customer must match the package filter in the applicable billing rules.
  
-If the Customer does not use package-based filtering, confirm whether the site's standard package map or wildcard rules should apply.+If the Customer does not use package-based filtering, confirm whether the site's standard [[billing:package_map|package map]] or wildcard rules should apply.
  
 ===== Configure Billing Rules ===== ===== Configure Billing Rules =====
Line 136: Line 136:
 </code> </code>
  
-The following example bills Customer ''A099'' for high-water storage of ''LT'' media in repository ''COV'', rounded to the next 50 units:+The following example bills Customer ''US03'' for high-water storage of ''LT'' media in repository ''LIBR'', rounded to the next 50 units:
  
 <file - US01.ttsdef> <file - US01.ttsdef>
 AddStorageChargeItem("*", "US01", "LTO", "OFFS", AddStorageChargeItem("*", "US01", "LTO", "OFFS",
                      10, 0, 0, 0, 1,                      10, 0, 0, 0, 1,
-                     "$CUSTOMER2", "A - Storage:QBRACKSTORAGE", +                     "$CUSTOMER2", "A - Storage:QB_RACKSTORAGE", 
-                     "LT media storage", 0, 0);+                     "LTO media storage", 0, 0);
 </file> </file>
  
Line 172: Line 172:
 | Storage | Daily total | Real high-water | Real low-water | 3 = slot total; 4 = slot high-water; 5 = slot low-water | | Storage | Daily total | Real high-water | Real low-water | 3 = slot total; 4 = slot high-water; 5 = slot low-water |
 | Movement | Total movements | Movement high-water | Movement low-water | Not applicable | | Movement | Total movements | Movement high-water | Movement low-water | Not applicable |
-| Inventory | Total inventory | Inventory high-water | Inventory low-water | Not applicable |+| Inventory | [[billing:terms|Total inventory]] | [[billing:terms|Inventory high-water]] | [[billing:terms|Inventory low-water]] | Not applicable |
 | Journal | Total quantity | Journal high-water | Journal low-water | Not applicable | | Journal | Total quantity | Journal high-water | Journal low-water | Not applicable |
  
Line 198: Line 198:
 Create a dedicated test output directory and run the extractor for a known date range. The following command is a template; replace every value in angle brackets with the value required by the installed environment: Create a dedicated test output directory and run the extractor for a known date range. The following command is a template; replace every value in angle brackets with the value required by the installed environment:
  
-<code+<file bat runExtraction.bat
-TMSS10LogStatsExtractDB +TMSS10LogStatsExtractDB  -h <journal-database-home> -R <date-range> -o <test-output-directory> -c US03 -C <customer-translation-map> 
-  -h <journal-database-home> +</file>
-  -R <date-range> +
-  -o <test-output-directory> +
-  -c A099 \ +
-  -C <customer-translation-map> +
-</code>+
  
 Use ''-H'' when the contract bills the maximum snapshot count observed during each day. Use ''-m'' only when the agreed process requires billing a Volume in multiple locations on the same day. Use ''-H'' when the contract bills the maximum snapshot count observed during each day. Use ''-m'' only when the agreed process requires billing a Volume in multiple locations on the same day.
Line 213: Line 208:
 </WRAP> </WRAP>
  
-The extractor creates ''A099.ttstats''. Confirm that:+The extractor creates ''US03.ttstats''. Confirm that:
  
   * The first line is a ''C'' record for the expected Customer-ID.   * The first line is a ''C'' record for the expected Customer-ID.
Line 227: Line 222:
 Process the Customer statistics file with the approved definition and maps: Process the Customer statistics file with the approved definition and maps:
  
-<code+<file bat runCreateXML.bat
-TMSS10LogStatsProcess +TMSS10LogStatsProcess -i <test-output-directory>/US03.ttstats -c <billing-definition>.ttsdef -M Customer.ttmap -P <package-map>.ttmap > <test-output-directory>/US03.xml 
-  -i <test-output-directory>/A099.ttstats +</file>
-  -c <billing-definition>.ttsdef +
-  -M Customer.ttmap +
-  -P <package-map>.ttmap +
-  > <test-output-directory>/A099.xml +
-</code>+
  
 Omit ''-P'' only when package mapping is not required. The ''-N'' option suppresses the XML declaration, stylesheet reference, and ''<tapetrack_data>'' wrapper and should not be used for a normal standalone QuickBooks import file. Omit ''-P'' only when package mapping is not required. The ''-N'' option suppresses the XML declaration, stylesheet reference, and ''<tapetrack_data>'' wrapper and should not be used for a normal standalone QuickBooks import file.
cookbook/billing_process_temp.1787107277.txt.gz · Last modified: 2026/08/19 02:41 by Scott Cunliffe