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What are Billing Term Job Definitions?

A 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 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

Billing Term Job Definition attributes 

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
   
   
   

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

   Log information section keeps all the logging information related to the specific record

   • Basic set of information available in all entities
     • Created By User: The user that created the entity
     • Created By Unit: The unit of the user that created the entity
     • Updated By User: The user that last updated the entity
     • Updated by Unit: The unit of the user that last updated the entity
     • Date Created: The date the account was entity
     • Date Updated: The date the account was last entity
       

Deleting Billing Term Job Definition

1. Search for the entity that you would like to delete
   Visit  Using Summary Pages   to find out how you can search using CRM.COM Summary Screens
2. Click on the link of the record you would like to delete, to be transferred to the Data Entry page
3. From the actions menu click on "DELETE"
    The entity will be deleted given that the validations are satisfied
   
   

Changing the Life Cycle State of Billing Term Job Definition

1. Navigate to the module you would like to activate a different definition for
2. From the menu click of the Summary page click on ACTIONS >  ACTIVATE DEFINITION
   
3. From the Drop Down select the definition you would like to set as active
4. Click on "SAVE"
   System will switch between active and inactive definitions