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When you’ve created an Aggregation, you can open the Aggregations details page which is designed to help you perform common Aggregation management tasks:
Note: Reviewing details for other Aggregation types? This topic explains how to review the details of a Product Aggregation. You can review the details of a Global Aggregation or Compound Aggregation in a similar way,

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Reviewing Details

You can use the Aggregation details page to review and manage the Aggregation set up. To review Aggregation details:
  1. In the Metering section, select Aggregations:
The Aggregations page opens and lists Aggregations by Product.
  1. If you want to review the details of a Product Aggregation, search or filter the page by Product.
  2. Select the hotlink text of the Aggregation. The Aggregation details page opens:
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  1. On this page, you can:
  • Read-off the Aggregation’s Name and Code.
  • Use the hotlink text to open the details page of the Meter whose Data or Derived Field the Aggregation targets.
  • Read-off:
    • The method the Aggregation uses - such as Sum, Minimum, Latest, Mean, and so on.
    • The Unit configured for the Aggregation, which will be used on Bill line items to indicates what the charge is for.
    • The Aggregation’s ID and Copy this to your clipboard.
  • Check the audit data to see who Created and who Last modified the Aggregation.
Note: If the Aggregation is configured to use a Custom SQL method, then an additional SQL section is shown under Aggregation details showing the Custom SQL query used which you can Copy to your Clipboard.

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Reviewing Metadata

If you scroll down the Aggregation details page, you can review Aggregation metadata: Custom fields. Any Custom fields created for the Aggregation entity are listed, and you can Copy the String or Number value of a Custom Field to your clipboard: Agg Review7
  • If the fields have been created only at Organizational-level, then these values will be shown:
  • If the fields have also been created for an individual Aggregation, then the values configured for those created at Organizational-level are struck out indicating clearly that the individual Aggregation’s values will be used:
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External mappings. Any External mappings set up for the Aggregation are listed: Agg Review9
  • The External system and External table mapped to are shown - such as NetSuite - Item in the above example. The External entity ID mapped to is also shown.
  • If a listed External mapping is linked to an Integration, under Linked integration a hotlink text will be shown which you can use to open the Integration.
  • Under Actions, you can edit or delete the External mapping.
  • If the Aggregation has multiple External mappings created for it, you can use Search external mappings to search by External table and External entity ID and filter the list.
  • You can commence a workflow to Create external mapping for the Aggregation directly - see Creating and Managing External Mappings for Accounts for an example.
Integration runs. If you’ve set up an integration that synchronizes the Aggregation with an external system, the date/time and status of the Latest integration run are shown. You can use a text hotlink to open details of this latest run or View all runs. See Reviewing Integration Run Details.