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Back to Jobs Main Page

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

What does this section cover?

rules regarding billing of Jobs

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Table of Contents

Table of Contents
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What are

Navigating to Billing Term Job Definitions

Info

CONFIGURATION > BILLING APPLICATION > BILLING > SET UP BILLING TERM DEFINITIONS

What are Billing Term Job Definitions?

Billing Term Job Definitions

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A Billing Term represents is a set of business rules related to billing of Jobs throughout their Life Cycle. 

A Billing Term represents the agreement between a customer and the company, and defines the rules and conditions that should be applied during billing of the billing. All billing terms, regardless of their related Billing Schemes, will use billing term definitions in order Job. It is created by the System when saving a new Job, based on the Billing Term Scheme selected by the user, and it is directly associated with the Job. Billing Terms, use Billing Term Definitions, 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

Job billing processes.

Billing Term Job definitions can be edited, deleted and have their Life Cycle State changed given that Validations & Restrictions are met.

  • Navigate to Billing Term Job 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.

  • Use the Actions Menu to create a NEW Definition, modify (EDIT), or DELETE an existing one.  

  • Use BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Definition. 

  • Click on the Audit Log button to view a log of changes performed on the displayed Billing Term Job Definition.

Check the Validations & Restrictions Table below for a list of available Actions when working with Billing Term Job, including each Action's related validations and restrictions. View the Attributes Table for a comprehensive description of the Billing Term Job fields. 

Billing Term Job DefinitionsImage Added
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validations
validations
Validations & Restrictions 

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

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attributes
attributes
Attributes

An * indicates a field is mandatory 

Name

Description

Main Information
Number

An auto-generated number that uniquely identifies the

billing term definition

Billing Term Definition

Name*A name for the billing term definitionBilling Term Definition
Alternative code*An alternative code for the billing term definitionBilling Term Definition
DescriptionA description for the billing term definitionBilling Term Definition
StateThe state of the Billing Term Job Definition. Only one active 'Active' definition per Classification should existscan exist.
Classification *

It determines Determines the type Type of billable entities on to which the billing term definitions will be applied on. In this case the classification is set to JobsBilling Term Definition is applied (Jobs in this case).

Billing Term Rules
Price changes rulesChanges Rules

Determines the rules that are applied when there are changes in price plans Price Plans which are already used in billing termsBilling 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 Billing Term Schemes that the jobs Jobs should be following follow in order for the specified processing method to be applicable. Multiple billing term schemes Billing Term Schemes can be specified through that list.

Override Credit Limit Rules

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titleAvailable from CRM.

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

  • Navigate to CONFIGURATION > BILLING APPLICATION > BILLING > SET UP BILLING TERM DEFINITIONS
  • Either search for an existing one or from the Top Menu click on NEW
    JOB BILLING TERM DEFINITIONSImage Removed

  • 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

  • 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
  • From the Top Menu click on SAVE

    • LOG INFORMATION

    Include PageLog Information - GlobalLog Information - Global

    Deleting Billing Term Job Definition

    Include PageDeleting a record - GlobalDeleting a record - Global

    Changing the Life Cycle State of Billing Term Job Definition

    Include PageChanging the Life Cycle State of a Definition - GlobalChanging the Life Cycle State of a Definition - Global

     

    COM R11.0.0

    A set of rules which, if met, override the default Credit Limit Rule of CRM.COM, which does not allow any of the events, (Job actions) to be executed if the Credit Limit of the customer, defined on their Accounts Receivable is exceeded. i.e. the balance of the Accounts Receivable is greater than the Credit Limit
    If no rules are defined, then the default behaviour of exceeding Credit Limit is applied and no Jobs can be created, started or completed unless the balance of the Accounts Receivable is less than the Credit Limit of the Account

    This set of rules define the required conditions that should be met in order for actions to override the Credit Limit Rule and be applied on Jobs.

    Name

    Description

    Events

    The events which the rule is applicable on:

    • Plan a Job
    • Start Progress
    • Complete Job
    Conditions

    A set of conditions that should be met in order for the rule to be applied and override the Credit Limit rule. Conditions set in the same row must both be met for the rule to be applied.
    If no conditions are defined, then the rule is applied anyway. The following can be set:

    • Accounts Receivable Classification
    • Credit Rating
    Log Information
    Log DetailsThe standard set of Log Details information available in all entities
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