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What are Billing Term Job Definitions?

A Billing Term represents the agreement between a customer and the company, and defines the rules and conditions that should be applied during the billing. All billing terms, regardless of their related Billing Schemes, will use billing term definitions in order 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 & Restrictions

Billing Term Job Definition attributes 

Defining your own Billing Term Job Definition tailored to your company's needs

1. Navigate to CONFIGURATION > BILLING APPLICATION > BILLING > SET UP BILLING TERM DEFINITIONS
   
2. Either search for an existing one or from the Top Menu click on NEW
   
   

3. MAIN INFORMATION

   1. Provide information for the following fields

      1. Name
      2. Alternative Code
      3. Description
      4. Classification: Select Job from the drop down list

4. BILLING TERM RULES

   1. PRICE CHANGES

      1. Click on ADD to add a new rule
         You can add multiple rules 
      2. Click on the rule you added, from the panel list to select and define the rules and condition
         1. Apply Price Changes On Jobs: Select one from available options
            
            1. Apply for New Jobs
            2. Apply for all Jobs
      3. Applicable on Billing Term Schemes:
         1. Click on ADD  and select the schemes that the rules should be applied on
5. From the Top Menu click on SAVE

6. LOG INFORMATION

   Include Page
   Log Information - Global Log Information - Global

   From the Top Menu click on SAVE

Deleting Billing Term Job Definition

Changing the Life Cycle State of Billing Term Job Definition