Table of Contents
Navigating to Billing Term Job Definitions
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.
Validations & Restrictions
| Action | Validations | Restrictions |
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| General |
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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 | ||||||
| Description | A description for the Billing Term Definition | ||||||
| State | The 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:
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 AVAILABLE 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
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| Log Information | |||||||
| Log Details | The standard set of Log Details information available in all entities | ||||||
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