Generate

The Generate button causes a bill segment to be created for each billable obligation linked to the account. The system generates bill segments in the order of the billing processing sequence on each obligation's obligation type.

This button is enabled when you are in add mode (i.e., you are not displaying an existing bill) and you have selected an Account ID.

When clicked, the Generate window opens.

You must specify the following parameters in the Generate window to generate the bill segments:

• Cut-off Date is the last possible day of the bill segment's bill period. The current date defaults when the window opens. Refer to Ways To Control The End Date Of A Bill Segment for more information.

• Accounting Date is used to define the financial period to which the new bill segment's financial transaction will be booked. The current date defaults when the window opens.

After specifying the parameters, click Calculate to create a new bill and new bill segments for the account. You see a summary of the bill segments in the lower right portion of the page.