Customer Billing Setup
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Select the “Customer Billing Setup” activity under “Billing Setup”.
The “Customer Billing Setup” page appears.
Enter the following field details in the header:
Customer Code |
From the drop-down list box, select the required code of the customer. The combo is loaded with various options for you to choose. Mandatory. |
Customer Name |
The name of the customer is displayed on selecting the customer code. |
PO/SOW |
The purchase order or statement of work which is mapped to the chosen customer. Mandatory. Help facility available |
PO/SOW Description |
The description for PO/SOW is displayed on entering the PO/SOW. |
PO Currency Description |
The description for PO Currency is displayed on entering the PO/SOW. |
Cost Center |
The cost center of the customer. |
Effective Period |
The effective period for billing. |
Group Level |
From the drop-down list box, select the required group level. The combo is loaded with various options for you to choose. The system displays “Select” by default on launch of the page. |
Billing Template Code |
The billing template code to be mapped to this Customer - PO combination. Mandatory. Help facility available |
Template Description |
The description for template is displayed on entering the billing template code. |
Template Type |
The template type is displayed on entering the billing template code. |
Enter the following field details in the multiline:
Invoice Item |
The invoice item is displayed on entering the billing template code. |
Usage ID |
The Usage ID/TCD code mapped to the invoice item is displayed. Help facility available |
Invoice Type |
The invoice type is displayed on entering the billing template code. |
Applicable Yes/No |
From the drop-down list box, select the required option. The combo is loaded with the values “Yes” and “No”. The system displays “Select” by default on launch of the page. Mandatory. |
Separate Invoice |
From the drop-down list box, select the required option. The combo is loaded with the values “Yes” and “No”. The system displays “Select” by default on launch of the page. Mandatory. |
Default Invoice |
From the drop-down list box, select “Default” if default invoice is required. The system displays “Select” by default on launch of the page. Mandatory. |
Primary Invoice |
From the drop-down list box, select the required option. The combo is loaded with the values “Yes” and “No”. The system displays “Select” by default on launch of the page. Mandatory. |
Modification Option |
From the drop-down list box, select the required option. The combo is loaded with the values “Correct”, “Update” and “New”. The system displays “Select” by default on launch of the page. |
New Effective From |
The date from which the billing is effective. |
Click “Save” pushbutton to save the details entered.
Click “Edit Billing Template” hyperlink to view the “Edit Billing Template” page. Customer can personalize the billing details using Edit Billing Template.
Click “Maintain Customer Billing Cycle” hyperlink to view the “Maintain Customer Billing Cycle” page.