Setting Up Bill Segment Types

To set up bill segment types, open Admin > Bill Segment Type.

Description of Page

Enter an easily recognizable Bill Segment Type and Description for every type of bill segment.

For each bill segment type, define the Create Algorithm. The logic embedded in this algorithm creates the bill segment.

If you haven't done so already, you must set up this algorithm in the system. To do this:

CAUTION:

The BS Create Algorithm is a very important field as it controls how the system creates bill segments. There are some restrictions in respect of the values of certain fields on the obligation type and the bill segment algorithm used on an obligation type.

For each bill segment type, define the Financial Algorithm. The logic embedded in this algorithm constructs the financial transaction associated with the bill segment.

If you haven't done so already, you must set up this algorithm in the system. To do this:

Fastpath:

For more information about current and payoff amounts, refer to Current Amount versus Payoff Amount.

Define the Pre-creation Algorithm. The logic embedded in this algorithm retrieves detailed information needed to bill the bill segment.

If you haven't done so already, you must set up this algorithm in the system. To do this:

Where Used

Follow this link to open the data dictionary where you can view the tables that reference CI_​BILL_​SEG_​TYP.