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Learn how you can to configure Billing Term Job Business Definition that will dictate overall behavior of Job Billing Term |
rules regarding billing of Jobs |
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Navigating to Billing Term Job Definitions
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CONFIGURATION > BILLING APPLICATION > BILLING > SET UP BILLING TERM DEFINITIONS |
What are Billing Term Job Definitions?
Billing Term Job Definitions
?A Billing Term represents is a set of business rules related to billing of Jobs throughout their Life Cycle.
A Billing Term represents the agreement between a customer and the company, and defines the rules and conditions that should be applied during billing of the billing. All billing terms, regardless of their related Billing Schemes, will use billing term definitions in order Job. It is created by the System when saving a new Job, based on the Billing Term Scheme selected by the user, and it is directly associated with the Job. Billing Terms, use Billing Term Definitions, to retrieve general business rules and restrictions .
These business rules will be used in order to validate several processes that will be applied to either the billing term or its related billable entities. For example you can define rules where you will not allow to Regret after a number of days, or define cancellation penalties based on a particular service and remaining binding period. According to the Billing Term definition, each Billing term in inheriting from, the respective rules will be applied.
Billing Term Definition Rules include validations and restrictions that will be used across billing terms, regardless of their schemes.
For each rule, one or more exceptions can be specified and for each rule it is allowed to define for which billing term schemes these rules must be applied. If no billing term schemes are defined, then this means that the rule is applied to all billable entities. However, if at least one billing term scheme is specified, then the rule will be applied only on billable entities having that billing term scheme.
Creating, Editing & Deleting Validations & RestrictionsJob billing processes.
Billing Term Job definitions can be edited, deleted and have their Life Cycle State changed given that Validations & Restrictions are met.
- Navigate to Billing Term Job Definitions and explore existing records via the Summary page.
Click on the link (name or number) of the record of your interest to access the Data Entry page and see more detail.
Use the Actions Menu to create a NEW Definition, modify (EDIT), or DELETE an existing one.
Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition.
- Click on the Audit Log button to view a log of changes performed on the displayed Billing Term Job Definition.
Check the Validations & Restrictions Table below for a list of available Actions when working with Billing Term Job, including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of the Billing Term Job fields.
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An * indicates a field is mandatory
Name | Description |
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| Main Information | |
| Number | An auto-generated number that uniquely identifies the billing term definitionBilling Term Definition |
| Name* | A name for the billing term definitionBilling Term Definition |
| Alternative code* | An alternative code for the billing term definitionBilling Term Definition |
| Description | A description for the billing term definitionBilling Term Definition |
| State | The state of the Billing Term Job Definition. Only one active 'Active' definition per Classification should existscan exist. |
| Classification * | It determines Determines the type Type of billable entities on to which the billing term definitions will be applied on. In this case the classification is set to JobsBilling Term Definition is applied (Jobs in this case). |
| Billing Term Rules | |
| Price changes rulesChanges Rules | Determines the rules that are applied when there are changes in price plans Price Plans which are already used in billing termsBilling Terms. The rules consist of the following:
Applicable on Billing Term Schemes (drill down): Defines the billing term schemes Billing Term Schemes that the jobs Jobs should be following follow in order for the specified processing method to be applicable. Multiple billing term schemes Billing Term Schemes can be specified through that list. |
Defining your own Billing Term Job Definition tailored to your company's needs
MAIN INFORMATION
Provide information for the following fields
- Name
- Alternative Code
- Description
- Classification: Select Job from the drop down list
BILLING TERM RULES
PRICE CHANGES
- Click on ADD to add a new rule
You can add multiple rules - Click on the rule you added, from the panel list to select and define the rules and condition
- Apply Price Changes On Jobs: Select one from available options
- Apply for New Jobs
- Apply for all Jobs
- Apply Price Changes On Jobs: Select one from available options
- Applicable on Billing Term Schemes:
- Click on ADD and select the schemes that the rules should be applied on
- Click on ADD to add a new rule
LOG INFORMATION
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Deleting Billing Term Job Definition
Changing the Life Cycle State of Billing Term Job Definition
| Details | The standard set of Log Details information available in all entities |
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