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Back to Jobs Main Page

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Learn to configure Billing Term Job Definition that will dictate rules regarding billing of Jobs

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Table of Contents

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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 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 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 used to validate 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 Definitions
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Validations & Restrictions 

ActionValidationsRestrictions
General
  • Multiple Billing Term 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 Job Definition exists, then no Billing Term Job can be created
Create
  • Mandatory Fields must be defined
  • Not Applicable
Edit
  • Mandatory Fields must be defined
  • Not Applicable
Delete
  • Not Applicable
  • Cannot be deleted if its the 'Active' Definition

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Attributes

An * indicates a field is mandatory 

Name

Description

Main Information
Number

An 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 can exist.
Classification *

Determines the Type of billable entities to which the Billing Term Definition is applied (Jobs in this case).

Billing Term Rules
Price Changes Rules

Determines the rules 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 follow in order for the specified processing method to be applicable. Multiple Billing Term Schemes can be specified through that list.

Override Credit Limit Rules

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titleAvailable from CRM.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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