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On the 5th of each month, Jira automation creates a Task for SMO →
Export billing report from Adobe Sign: Reports > Create a new report > Set Creation Date to Last Month > Run Report
Save Report (using a name containing the scoped month/year), then Export report data
Wait a bit while report is generated, go back to main Reports screen, reload, will appear under My Export Report Data
Download the CSV formatted report
Use Excel to clean up the report to remove rows that don’t represent billed transactions from Adobe Sign
Open CSV in Excel and Save As Excel Workbook
Create new column A
Copy formula =AND(G2=V2,W2="",H2<>"Default Group",BQ2<>"FORM_FILLER") into cell A2
Copy cell A2 to entire column A
Select whole sheet, then Sort & Filter > Filter
Filter on new column A, including only FALSE
Filter on Agreement Status, including only Canceled, Completed, In Process
Find & Select > Go To Special > Visible cells only
Copy and Paste selected rows into a new Sheet
Save the document (preserving your changes in the Excel Workbook version)
Save As a new CSV UTF-8 file (containing just the new Sheet, which is just the filtered rows we want to bill)
Import into PCR-360 (Admin > Imports / Exports > Import Files > Import Files)
Test import: Upload File(s) > search for “adobe” in Import File Format > Test Import File > select filtered file
Wait a bit while file is processed, watch for green checkmark under Processed & total rows under Added Count
Real import: Upload File(s) > search for “adobe” in Import File Format > Upload Import File > select filtered file
Wait a bit while file is processed, watch for green checkmark under Processed
(In the future, the adobe-sign-rebilling automation may be used to perform this procedure automatically each month.)
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