Obligation Type - BC Template

Open Admin, Obligation Type and navigate to the BC Template tab to define the billable charge templates that can be used on obligations of a given type.

Note: Optional information. This tab is only visible if your implementation has not turned off the BI — Billing (Classic) module. The information is used only for classic billing functionality.
Note:

Only billable charges have billable charge templates. Only obligations that are defined as Billable Charges (in the Special Role on the Details window) may use the grid on this window.

Description of Page

The information in the Billable Charge Template collection defines the obligation type's permissible billable charge templates. A billable charge template contains the default bill lines, amounts and distribution codes used to levy a one-off charge. The following fields are required for each template:

Billable Charge Template
Specify the billable charge template. Its description is displayed adjacent.
Use As Default
Turn on this switch for the template to be defaulted on new billable charges linked to obligations of this type (if any).

Where Used

This information is used to limit the billable charge templates that can be used for a given obligation type.