Installation Options - Billing

Select Admin Menu > Installation Options and use the Billing tab to define billing-specific installation options.

Description of Page

The Bill Segment Freeze Option controls when an obligation's balance and the general ledger are affected by bill segments and certain types of adjustments. Refer to Preventing Obligation Balances And The GL From Being Impacted Until Bill Completion to understand the significance of this option.

The Accounting Date Freeze Option controls how the accounting date defined on financial transactions is populated. Refer to Forcing The Freeze Date To Be Used As The Accounting Date to understand the significance of this option.

Define the Minimum Amount for Final Bill. If a final bill is less than this amount, the bill is still produced; it's just not printed.

Typically, the system sets a bill's Bill Date equal to the date on which it is completed. If you want to be able to specify a bill's Bill Date when you complete a bill, turn on User Can Override Bill Date. You would only want to override the bill date if you are setting up sample bills from historical period whose bill date needs to reflect the respective historical period.