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Learn to configure Bill Sending Run Definitions that will dictate overall behavior of Bill Sending Runs |
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Table of Contents
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Navigating to Bill Sending Run Definitions
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BILLING > BILLING > PERFORM BILL SENDING RUNS |
What are Bill Sending Run Definitions?
Bill Sending Run Definitions are used to determine the business rules applied in order to identify Bills that should be sent to customers directly by the System.
Run Definitions, must be submitted once created and will be executed once or on a recurring basis, based on the defined Scheduling Settings. Once a Definition is executed, a Process Run is logged and once the Run is completed, the information is available in the Process Runs tab.
The user has the option to delete the specific run as long as it is not yet executed (still in a 'Draft' state).
For a Definition to be submitted it needs to have an 'Effective' Life Cycle State. The Life Cycle State can be changed between 'Effective' and 'Not Effective' using the dedicated action.
- Navigate to Bill Sending Run 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, or submit the Definition.
Use the Actions Menu to create a NEW Definition or modify (EDIT) an existing one
Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition.
Check the Validations & Restrictions Table below for a list of available Actions when working with Bill Sending Runs, including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of the Bill Sending Run fields.
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| Submit | When executing a Bill Sending Run Definition the Bills that should be sent are identified based on the following criteria:
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An * indicates a field is mandatory
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Name* | The name of the Definition | ||||||||
| Alternative Code* | The alternative code of the Definition | ||||||||
| Description | A description of the Definition | ||||||||
| Life Cycle State | The state of the Definition which can be 'Effective' or 'Not effective' | ||||||||
| Unified Code | An auto-generated code which is used to group the various instances of each Bill Sending Run Definition | ||||||||
| Version | An auto-generated number which is used to specify the version of each Run Definition. If the version is already in use by a Run, a new Run Definition Version is created each time the Definition is edited. "VIEW PREVIOUS VERSIONS" link allows you to search and view any previous versions of the Definition | ||||||||
| Scheduled Date | A Read-only field which is available once a Run is scheduled and designates the latest date that the Run is scheduled to be executed or has been executed | ||||||||
Input Settings Defines the Settings that will be used in order to create the Communications to send Bills | |||||||||
| Communication Settings | |||||||||
| Communication Media* | The media that will be used to communicate the Bills. The following media are supported:
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| Communication Template* | The Template that will be used to create the Communication for each Bill. The available Communication Templates are effective and filtered based on the media specified above. | ||||||||
Communication Queue External System* | Used to determine which external system will send the Communication. Mandatory on Conditions: Mandatory if the Communication Template is set to 'Device' and optional for any other types of Communication Templates
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| Criteria | |||||||||
Bills Defines the Criteria that will be used to retrieve the Bills to be sent | |||||||||
| Bills Filter Method* | Determines which Bills will be retrieved, based on if they were already sent, rejected during sending or not processed at all. The following options are available:
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| Billing Run Filter Method* | Determines the method that will be used to filter the Bills. The available options are the following:
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Included Billing Runs *
| A set of Normal Billing Runs that will be considered in order to retrieve the Bills to be sent. Mandatory on Conditions: Mandatory only if the 'Bills Included in Specific Billing Runs' option is selected as a Billing Run Filter Method | ||||||||
Presentment Preference Criteria Defines the Settings that will be used in order to retrieve the Accounts Receivable that will be processed | |||||||||
| Type* | The Type of Presentment Preference that will be used to retrieve the Accounts Receivable. The available Types are:
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Segment Criteria: Determines the Criteria used to identify the Bills to be sent. At least one Segment must be specified from one of two sections (Included and Excluded)
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| Included Segments | A list of Segments which are used to filter Bills to be sent | ||||||||
Excluded Segments | A list of Segments which are used to exclude Bills | ||||||||
| Process Runs | |||||||||
| Process Runs | Displays the Runs that were executed for this Definition. Each Run includes the Bills that were processed. In case of an error, the error code and description are displayed | ||||||||
| Scheduling Settings Determines when the Definition will be executed after being submitted | |||||||||
| Settings* | Method - The following options are available:
Check out Scheduler Task - Global to find out how you can configure them | ||||||||
| Log Information | |||||||||
| Log Details | The standard set of Log Details information available in all entities | ||||||||
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View Understanding Bills for business examples related to Bill Sending Runs |
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