Maintain Billing Templates

Select the “Maintain Billing Templates” activity under the “Billing Setup”.

The “Maintain Customer Billing Templates” page appears.

Enter the following field details under ‘Maintain Billing Configurator’ in the header:

Billing Template Code

From the drop-down list box, select the billing template code. The system displays “New” by default on launch of the page. Mandatory.

The system displays the following in the header:

Template Description	The description for the template. Mandatory.
Template Type	The type of template. You are allowed to select from the drop-down list, the required template type. The combo is loaded with the values “Cost Plus” and “All Inclusive”. The system displays “Select” by default on launch of the page. Mandatory.
Template Status	The status of the template. The status will be displayed as “Draft” or “Completed”.
Currency	The currency type. You are allowed to select from the drop-down list, the required currency type. The combo is loaded with various options for you to choose. The system displays “Select” by default on launch of the page.

The system displays the following in the “Map Invoice Types and Billing” multiline:

Invoice Type	The type of invoice. You are allowed to select from the drop-down list, the required invoice type. The combo is loaded with various options for you to choose. The system displays “Select” by default on launch of the page.
Status	The status will be displayed as “Pending”, “In Progress” or “Completed” depending on whether the template is mapped or saved or submitted.

Click “Map” pushbutton to map the invoice types and the billing types.

Note: For mapping, the status should be “In Progress” or “Pending”. The existing invoice types and billing types cannot be modified once they are mapped.

Click “Confirm Template” pushbutton to confirm the completed status.

Note: To confirm template, the status of the Invoice Type should be “Complete”.

Click “Delete Template” pushbutton to delete the billing template.
Click “Copy Template” to copy an existing template with the new template code.
Enter the following field details under “Template Details” on the right side of the page:

Invoice Type

From the drop-down list box, select the required invoice type. The combo is loaded with the values which have been mapped in the “Map Invoice Types and Billing” section. The combo is also loaded with the values “Attendance – Rate”, “Overtime”, “Payroll” and “Reimbursement” depending on whether the invoice type is “Attendance” or “Non-attendance”. The system displays “Select” by default on launch of the page. Mandatory.

Note: The multiline section is displayed depending on the ‘Attendance’ or ‘Non-attendance’ invoice type selected.

Billing Type

The billing type is displayed on selecting the invoice type. The billing type is displayed depending on the attendance or non-attendance invoice type selected.

Non-Attendance Based

On selecting the non-attendance based invoice type, the Billing Type is displayed as Non-attendance.

The multiline based on “Non-attendance Based” appears.

Enter the following field details under “Billing Rules – Non-Attendance Based” section in the header:

Mark Up Value	Enter the mark up value.
Mark Up %	Enter the mark up percentage value.

The system displays the following field details in the multiline:

Invoice Item	The ‘Invoice Item’ is populated on selecting the invoice type in the header. The combo is loaded with various options for you to choose. The system displays “Select” by default on launch of the page. Mandatory.
Billing Basis	The ‘Billing Basis’ is populated on selecting the invoice type in the header. The combo is loaded with various values for you to choose. The system displays “Select” by default on launch of the page. Mandatory.
Payroll – Payset	The ‘Payroll – Payset’ combo is loaded with all the available payroll paysets which are fetched from Payroll. The system displays “Select” by default on launch of the page.
Derived Source	The ‘Derived Source’ combo is loaded with the values “Pay Element”, “Accumulator”, “Reimbursement Item”, “Reimbursement Group” and “Visa” for you to choose.
Derived Source Code	The ‘Derived Source Code’ combo is entered with the code based on the value loaded in the derived source. For example, when the pay element is selected, validate whether pay element code is entered. Verification has to be done as to whether the valid source code entered is as per the derived source. Help facility available

Enter the following field details in the multiline:

Markup Value (% or Amount)	Enter the Markup percentage value depending on the markup percentage entered in the header. Note: The total of all the individual items entered in this field should not exceed the value entered in the header.
Rate Card	Enter the rate card value in this field. If the Billing Basis is selected as “Rate Card” then in such case this control becomes mandatory. Help facility available
One Time Fee	Enter the value in this field, if onetime fee is loaded and selected in the “Billing Basis” drop down.
Flat Fee	Enter the value in this field, if flat fee is loaded and selected in the “Billing Basis” drop down.
Renewal Fee	Enter the value in this field, if renewal fee is loaded and selected in the “Billing Basis” drop down.

Click “Save” pushbutton to save the details entered.
Click “Submit” pushbutton to submit the details entered.

Note: On submitting, all the validations are checked and if it is satisfied then the Status under the “Map Invoice Types and Billing” section will be changed from “Pending”/ “In Progress” to “Completed”.

Attendance Based

On selecting the Attendance based invoice type, the Billing Type is displayed as Attendance.

The multiline based on “Attendance Based” appears.

Enter the following field details in the header:

Rate Source	From the drop-down list box, select the required rate source. The combo is loaded with the values “Value”, “Employee Billing Rate” and “Rate Card”. The system displays “Select” by default on launch of the page.
Billing UOM	From the drop-down list box, select the required option. The combo is loaded with the values “Monthly”, “Hourly”, “Weekly” and “Daily”. The system displays “Select” by default on launch of the page.
Billing Value	Enter the billing value in this field.
Rate Card	Enter the rate card number in this field. Help facility available
Attendance UOM	From the drop-down list box, select the required option. The combo is loaded with the values “Days” and “Hours”. The system displays “Select” by default on launch of the page.
Maximum Billing Units Per Cycle	Enter the maximum billing units per cycle.

The multiline is divided into four sections as given below:

4Billing Inputs

4Billing Units Computation

4Leave Exclusion

4Overtime

Billing Inputs

Enter the following field details in the “Billing Inputs” multiline:

Attd. Units Per Day From/Attd. Units Per Day To	Enter the attendance unit per day From and To range.
Attendance Units to be taken	Enter a value in this field only if the “Attendance UOM” is “Hourly”.

Billable Units Computation

Enter the following field details in the “Billable Units Computation” multiline:

Item	The item details are fetched from quick code and displayed in this field
Choice	From the drop-down list box select the required option. The combo is loaded with the values “Include”, “Exclude” and Include if attendance is available”. The system displays “Select” by default on launch of the page. This field becomes mandatory, if the “Billing UOM” is “Monthly/Weekly”.

Leave Exclusion

Enter the following field details in the “Leave Exclusion” multiline:

Leave Type

This field is populated with the leave types defined in the OU.

Billing Treatment

The billing treatment is displayed as “Include” for all the leave types. The combo is loaded with the values “Include”, “Exclude” and “Rule Based”. Mandatory.

Note: On saving, only ‘Exclude’ and ‘Rule Based’ parameters are saved.

Rule Name

Enter the rule name in this field.

Note: You are allowed to enter the Rule Name when the Billing Treatment is selected as “Rule Based”.

Over Time

The system displays the following field details in the header:

Overtime Billable	The combo is loaded with the values “Yes” and “No”. The system displays “Select” by default on launch of the page. Mandatory.
OT Applicable When	From the drop-down list box, select the required option. The combo is loaded with the values “Std Hours per day exceeded” and Std Hours per billing cycle exceeded”. The system displays “Select” by default on launch of the page. Mandatory.

Enter the following field details in the multiline:

Type	From the drop-down list box, select the required option. The combo is loaded with the values “Working Day”, “Holiday”, Weekly off”, “All Days” and Full Billing Cycle”. This field is mandatory when the “Overtime Billable” is “Yes”.
OT Hours From/OT Hours To	The OT Hours From and To range. Mandatory.
OT Times Billing	Enter the OT time billing value in this field. Mandatory.
Additional Rule for OT	Enter the additional rule for OT, if any.
Overtime Billing Rate	From the drop-down list box, select the overtime billing rate. The combo is loaded with the values “Regular Bill Rate” and “Regular Pay Rate”. Mandatory.

Click “Save” pushbutton to save the details entered.

Note: On saving, the system checks for all the validations and if it is satisfied then the status under “Map Invoice Types and Billing” multiline is changed from “Draft” to “In Progress”.

Click “Submit” pushbutton to submit the details entered.

Note: On submitting the system checks for all the validations and if it is satisfied then the Status under the “Map Invoice Types and Billing” section is changed from “Pending”/ “In Progress” to “Completed”.