Name | Description |
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| NumberNumber | An auto generated number that uniquely identifies the accounts receivable definitions |
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| Name* | The name of the definition |
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| 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 |
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| Description | A description for the definition |
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| State | The state of the definition which can be active or inactive. Only one active definition can exist at any point |
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| | which uniquely identified each normal billing run |
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| Type | Defines if the normal billing run was performed on a batch or individual mode. The supported values are BATCH and INDIVIDUAL |
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| Life cycle state | The life cycle state of the normal billing run. The supported states are the following: - Draft: The billing run was not executed yet
- Identification & Rating: The billing run was executed up to this step
- Invoicing: The billing run was executed up to this step
- Assembling & Posting: The billing run was executed up to this step
- Formatting: The billing run was executed up to this step
- Completed: All billing run steps were executed successfully
- Failed: The billing run was not executed and no bills were created
- Completed with errors: the billing run was executed, with minor errors and bills were created
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| Bill as of date* | Defines the date that normal billing run should be performed as. The bill as of date takes a default value based on the bill as of day setting specified in normal billing run definitions, although it be modified by users |
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| Transaction date* | Defines the date that will be used as the financial transaction date. The Default value is set based on normal billing definitions, although it can be modified by users |
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| Invoice due date proximity settings* | Defines how the due date of the generated invoices should be set. This setting is applicable only if the active accounts receivable definitions allows a proximity range. The specified period should be within the specified range (seeAccounts Receivable FS). The settings consist of the following - Sign: Minus or Plus
- Value: The actual value that will be added on the due date, which is calculated based on the active accounts receivable definitions due date rules
The sign and the value are validated against the proximity range definition which is again specified in the due date rules |
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| Scheduling settings* | Defines if the normal billing run is recurring or one time. In the case of recurring normal billing runs, the recurrence is inherited from the normal billing run definitions (and is visible to the user) |
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| Conditions |
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| Consider billing term schemes | The billing term schemes that should be considered by the normal billing run process. Only billable entities having billing terms of those schemes will be billed. Only billing term schemes classified as normal can be included in this list. |
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| Consider billing frequencies | The billing frequencies that should be considered by the normal billing run process. Only billable entities having billing terms with these frequencies will be billed. Only billing frequencies which are supported by the active billing term definition can by included in this list |
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| Consider accounts receivable classifications | The accounts receivable classification that should be considered by the normal billing run process. Only billable entities owned by accounts receivable having one of those classifications will be billed. |
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| Consider payment preferences | The accounts receivable payment preferences that should be considered by the normal billing run process. Only billable entities owned by accounts receivable having one of those payment preferences will be billed. |
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| Consider presentment preferences | The accounts receivable presentment preferences that should be considered by the normal billing run process. Only billable entities owned by accounts receivable having one of those presentment preferences will be billed. |
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| Filters |
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| Accounts receivable | A list of accounts receivable that are used as filters. If specified then only the those accounts receivable will be billed by the normal billing run process |
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| Subscriptions | A list of subscriptions that are used as filters. If specified then only those subscriptions will be billed by the normal billing run process |
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| Jobs | A list of jobs that are used as filters. If specified then only those jobs will be billed by the normal billing run process |
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| Groups | A list of Groups that are used as filters. If specified then only the accounts receivable owned by the specified Groups will be billed by the normal billing run process |
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