Setting Up Bill Periods

Some obligation types reference a bill period. The bill period defines when the obligation's bill segments are produced and the respective end date of each bill segment.

To define a bill period and the bill period schedule, open Admin Menu > Bill Period .

Description of Page

Enter a unique Bill Period and a Description for every bill period.

Use the Bill Period Schedules collection when the system should create bill segments for obligations that use a given bill period. It also defines the end date of each respective bill segment. The following fields are required:

Bill Date

Specify the earliest date on which the system is allowed to create a bill segment for obligations using this bill period.

Bill Seg End Date

Specify the end date of the bill segment. For future bills, this will be after the bill date. For retro bills, this will be before the bill date.

Where Used

Follow this link to open the data dictionary where you can view the tables that reference CI_BILL_PERIOD.

This information is used by the bill segment creation process to determine the end date of obligations that use a bill period.