| Excerpt |
|---|
|
Learn how you can configure Select Billing Term
Business Definition that will dictate overall behavior of Billing TermWhat does this section cover?
What are Billing Term Definitions?
Billing Term definitions is a set of business rules used to control the behavior of Billing Term throughout their whole life cycle.
Creating, Editing & Deleting Validations & Restrictions
| Action | Validations | Restrictions |
|---|
| General | - Multiple Billing Term definitions can exist in the system, but each one should have a unique name and alternative code
- Only one active Billing Term definition can exist at any given time
| - If no active Billing Term definition exists, then no Billing Term can be created
|
|---|
| Create | - Mandatory Fields must be defined
- Name and alternative code must be unique
| Not Applicable |
|---|
| Edit | - Mandatory Fields must be defined
- Name and alternative code must be unique
| Not Applicable |
|---|
| Delete | Not Applicable | - Cannot be deleted if its the active definition
|
|---|
Billing Term Definition attributes
Name | Description |
|---|
| Number | An auto generated number that uniquely identifies the accounts receivable definitions |
|---|
| Name* | The name of the definition |
|---|
| Alternative code* | An alternative code for the definition. On creating a new definition it defaults to the first letter of each word included in the name (in Capitals), if nothing else is specified |
|---|
| Description | A description for the definition |
|---|
| State | The state of the definition which can be active or inactive. Only one active definition can exist at any point |
|---|
| | |
|---|
| | |
|---|
| | |
|---|
Defining your own Billing Term Definition tailored to your company's needs
Navigate to PATH
Either search for an existing one or from the Top Menu click on NEW MAIN INFORMATION
| Include Page |
|---|
Log Information - Global | Log Information - Global | From the Top Menu click on SaveDeleting Billing Term Definitions
| Include Page |
|---|
Deleting a record - Global | Deleting a record - Global | Changing the Life Cycle State of Billing Term Definition
| Include Page |
|---|
Changing the Life Cycle State of a Definition - Global | Changing the Life Cycle State of a Definition - Global |
| Note |
|---|
Visit /wiki/spaces/WIP/pages/10010220 Billing Term for business examples related to Definition classification based on your business need
Billing Term Definitions are differentiated based on Classification, which can be Subscription or Jobs.
Click on the links below according to what classification Billing Term Scheme you would like to create!
| Child pages (Children Display) |
|---|