Learn to set up business processes and rules related to Bills.
Mandatory Configuration: Links to manuals of Bills configuration modules that are required for the module to work correctly
Related Configuration: Links to manuals of configuration modules other than of Bills' that offer additional functionality or are required for the module to work correctly
Optional Configuration: Links to manuals of Bills configuration modules that offer additional functionality but are not required for the module to work correctly
Mandatory Configuration
The following modules must be configured in order to use the Bills:
| Module Name | Manual | Description |
|---|---|---|
Not Applicable | Not Applicable | Not Applicable |
Related Configuration
The following modules are related to, but are not a part of Bills. Such entities either:
- Must be configured accordingly in order to be able to start using the Bills module (Configuration Type = Mandatory)
OR - May be configured to use the Bills module at its full capacity (Configuration Type = Optional)
Module Name | Manual | Description | Configuration Type |
|---|---|---|---|
Normal Billing Run Definition | Configuring Normal Billing Run Definitions | Normal Billing Run Definitions determine the business rules and default values of Normal Billing Runs throughout their Life Cycle. It is necessary to configure a Normal Billing Run Definition in order to create Bills through a Normal Billing Run. | Optional |
Optional Configuration
The following entities are available and can be configured under Bills. A working CRM.COM model can exist without them being configured.
Module Name | Manual | Description |
|---|---|---|
| Bill Sending Runs | Using Bill Sending Run Definitions | Bill Sending Run Definitions are used to determine the business rules that will be used to identify Bills that should be send by email, SMS or an external system. |