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Associating Billing Accounts with Sites for New Multi-Site Quotes

A billing group is a collection of sites that is associated with a common billing account. Billing accounts designate the address to which to send bills for provided services, and the primary billing profiles that are associated with billing accounts store information about customer payment methods. When you submit a multi-site quote, the order line items for the multi-site quote include the billing accounts.

This task is a step in Process of Creating New Multi-Site Quotes (End User).

To associate a billing account with sites for a new multi-site quote

1. Navigate to the Multi-Site Quotes screen, then the List view.
2. Drill down on the name of the multi-site quote.
3. Click the Billing Groups view tab.

   In the Billing Groups list, all of the site records in the Site Characteristics view appear.

4. If you want to associate a billing account with a single site, then select a record in the Billing Groups list, and complete the billing account field.

   Some fields are described in the following table.

   Field	Comments
   Action	Displays a value for the action of the record for the billing account association. The field can be blank or have one of the following values: New. This value indicates a new billing account association. Transfer. This value indicates a modified billing account association. This value applies only to multi-site revisions.
   Billing Account	Select a billing account for the site record. Only the billing accounts included in the account hierarchy for the account you select for the multi-site quote are available for selection. If you change the account for the multi-site quote, then you can select a billing account from a different account hierarchy. If you do not select a billing account for each site record in the Product Groups view, then the multi-site quote becomes invalid. You are alerted about this invalidation when you validate the multi-site quote, attempt to review the order line items for the multi-site quote, or attempt to submit the multi-site quote. You must then select a billing account for all site records in the Product Groups view before you submit the multi-site quote. You set up billing accounts in the Accounts List view of the Accounts screen. Billing accounts are accounts with a value in the Account Class field of Billing, Billing Aggregator, or Customer.
   Service Account	Displays the service account for the site record. This field is automatically populated from the site record in the Site Characteristics view.
   Service Point	Displays the service point if the site applies to a service point that is associated with a service account. This field is automatically populated from the site record in the Site Characteristics view.
   Billing Transfer Date	Displays the date and time that you associate the site record with a different billing account. This field applies only to multi-site revisions. For more information, see Changing the Billing Account Associations with Sites for Multi-Site Quote Revisions.
   Service Type	Displays the type of service for the service point, for example, gas or electricity. This field is automatically populated from the site record in the Site Characteristics view. For more information, see About the Service Type Field for Multi-Site Quotes.
   Premise Address	Displays the address of the premises of the service point. This field is automatically populated from the site record in the Site Characteristics view.
   Product	Displays the product for the service point. This field is automatically populated from the site record in the Site Characteristics view.

5. If you want to associate a billing account with multiple sites, then complete the following steps:
   1. Select multiple records in the Billing Groups list.

      You can query for the records you want to view, hold down the CTRL key and then click the A key to select all records, and hold down the CTRL key and then click each record to select individual records.

   2. Click Assign Billing Account, select a billing account in the dialog box that appears, and click Assign to close the dialog box.