If problems are detected with a frozen bill segment, it should be canceled and a new bill segment should be created. We refer to this process as cancel / rebill. Refer to Cancel / Rebill Incorrect Bill Segments for more information.
Before you cancel / rebill, you'll probably need to fix the cause of the problem. The following table describes common problems and how to fix them.
|
Problem |
How To Fix It |
|
The wrong rate was used |
Go to Obligation - Rate Info and correct the rate. |
|
The wrong tax exemption amount was calculated |
Go to Obligation - Rate Info and correct the tax exemption information. |
Multi-Cancel/Rebill Saves Time. If the cause of the problem impacts many bill segments related to an obligation, you should use the Multi Cancel Rebill transaction as it allows you to cancel / rebill an unlimited number of bill segments at once.
The Cancel/Rebill/Freeze button is used to cancel, rebill and freeze one or more bill segments. This button is enabled if you select at least one row from the bill segments grid that's in the Frozen state AND the bill is not written off.
Note that you can only select a bill segment for cancel/rebill/freeze if ALL bill segments in the grid are in the Frozen state. Note, you can use the Status Filter to restrict the type of bill segments in the grid.
Cancel Reason defines why the bill segment(s) are being canceled.
Accounting Date defines the financial period to which the canceled and new bill segments' financial transactions are booked. The current date defaults when the window opens.
Choose Use Cut off Date as Billing Option.
If you prefer to have the system use the details used on the original bill segments, check Use Old RQ.
If the cause of the rebill is an incorrect rate and the new rate requires rate quantities that were not calculated when the bill was originally calculated, do not turn on Use Old RQ. Why? Because you want the system to derive new rate quantities during the rebill process.
After specifying the parameters, click Calculate to cancel, rebill and freeze the selected bill segments.
Errors. Bill segment errors may occur when you cancel / rebill the bill segments. For example, if you change the obligation's rate to a rate that is no longer effective on the bill segment period, a bill segment error is generated. If this occurs, you must go to Bill Segment - Main for the pending cancel bill segment and use the Undo action to remove the offending bill segment (and restore the original segment to the Frozen state). Alternatively, you can drill down on the Error bill segment and use the Regenerate action after correcting the cause of the problem.
There is no Undo. Unlike cancel / rebills performed on Bill Segment - Main, there is no Undo action. This is because this transaction freezes the newly created bill segments after it cancel/rebills; whereas the bill segment transaction lets you examine the new bill segment before you freeze it. If you made a mistake, simply correct the cause of the mistake and then cancel / rebill again. The erroneous financial transactions are automatically suppressed on the next bill produced for the taxpayer.
A confirmation window summarizes what the system just did (i.e., it shows the number of bill segments that were deleted / generated).
Copyright © 2011, Oracle and/or its affiliates. All rights reserved.