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Learn how you can configure Billing Term Subscription Job Business Definition that will dictate overall behavior of Job Billing Term Subscription

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What are Billing Term Job Definitions?

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

ActionValidationsRestrictions
General
  • Multiple Billing Term Subscription Job definitions can exist in the system, but each one should have a unique name and alternative code
  • Only one active Billing Term Job Definition can exist at any given time
  • If no active Billing Term Subscription Job definition exists, then no Billing Term Subscription Job 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 Job Definition attributes 

Name

Description

NumberAn auto generated number that uniquely identifies the billing term definition
Name*A name for the billing term definition
Alternative code*An alternative code for the billing term definition
DescriptionA description for the billing term definition
StateThe state of the Billing Term Job Definition. Only one active definition per Classification should exists.
Classification*

It determines the type of billable entities on which the billing term definitions will be applied on. In this case the classification is set to Jobs

Billing Term Rules
Price changes rules

Determines the rules that are applied when there are changes in price plans which are already used in billing terms. The rules consist of the following:

  • Apply Price Changes On new Jobs
  • Apply Price Changes On all Jobs

Applicable on Billing Term Schemes (drill down): Defines the billing term schemes that the jobs should be following in order for the specified processing method to be applicable. Multiple billing term schemes can be specified through that list.

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
    JOB BILLING TERM DEFINITIONS

  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

Deleting Billing Term Job Definition

Include Page
Deleting a record - Global
Deleting a record - Global

Changing the Life Cycle State of Billing Term Job Definition

Include Page
Changing the Life Cycle State of a Definition - Global
Changing the Life Cycle State of a Definition - Global

 

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