Assigning Contract Lines to Billing Plans

This section lists a prerequisite and discusses how to assign contract products to billing plans.

Page Name

Definition Name

Usage

Assign Billing Plan Page

CA_BP_LINK

Assign contract products to billing plans. You can assign products to billing plans that you have previously defined, or you can assign products to a new billing plan and then set up that billing plan in the Billing Plan component.

Before assigning contract lines to billing plans, you must have created active lines for this contract.

Use the Assign Billing Plan page (CA_BP_LINK) to assign contract products to billing plans.

You can assign products to billing plans that you have previously defined, or you can assign products to a new billing plan and then set up that billing plan in the Billing Plan component.

Navigation:

Customer Contracts > Schedule and Process Billing > Assign Billing Plan

This example illustrates the fields and controls on the Assign Billing Plan Page. You can find definitions for the fields and controls later on this page.

 Assign Billing Plan Page

Contract Lines to be Assigned / Unassigned

Field or Control

Description

(select)

Select the check box next to the contract lines that you want to assign to a contract. You can only select those products with a pricing structure compatible with the billing method that you selected. When you click the Assign button, this contract line is assigned to the contract. Also use this field to select products that you want to unassign from a contract. Select the check boxes next to the individual lines that you want to unassign, and then click the Unassign button.

Line

Displays the contract line number of each active line for the contract number that you selected.

Billing Amount

Displays the billing amount for each line. This system takes this value from the line's billing amount on the Billing Allocation page.

Price Type

Displays the price type for the contract line. Values include: Amount, Percent, Rate, and Recurring.

Plan

Displays the billing plan IDs for lines that are assigned to a particular billing plan. Click a billing plan ID to manage the details of the plan.

Billing Method

Displays the billing method of the billing plan to which the product is assigned.

Status

Displays the status of the billing plan. You can only add contract lines to new billing plans or billing plans that are in a Pending status.

 (Select All)

Click to select all products with a pricing structure that is compatible with the billing method that you selected and that are unassigned, or that are assigned to billing plans in a Pending or Cancelled status. Any contract lines that have already been assigned to a billing plan with a status of Ready, In Progress, or Complete are unavailable for selection.

Note: You can only assign Value-based billing plans to one contract line.

 (Clear All)

Click to deselect all products in the grid.

Prepaids to be Assigned/Unassigned

The Prepaids to be Assigned/Unassigned grid appears on the page only if prepaids exist for the contract.

Field or Control

Description

(select)

Select the check box next to the prepaid sequences that you want to assign to a contract. You can only select prepaids if they are compatible with the billing method that you selected. When you click the Assign button, the prepaid is assigned to the contract. Also use this field to select prepaids that you want to unassign from a contract. Select the check boxes next to the individual prepaid sequences that you want to unassign, and then click the Unassign button.

Sequence

Displays the prepaid utilization sequence number.

Purchased Amount

Displays the purchased amount of the for the appropriate Prepaid Sequence Number.

Prepaid Status

Displays the status of the prepaid. A prepaid cannot be unassigned from a billing plan unless the prepaid has a status of Pending.

Plan

Displays the billing plan IDs for prepaid lines that are assigned to a particular billing plan. Click a billing plan ID to manage the details of the plan.

Billing Method

Displays the billing method of the billing plan to which the prepaid is assigned.

Billing Plan Status

Displays the status of the billing plan. You can only add contract lines to new billing plans or billing plans that are in a Pending status.

 (Select All)

Click to select all the prepaids in the grid.

 (Clear All)

Click to deselect all the prepaids in the grid.

See Billing Plan Assignment.

Billing Plan to Assign / Unassign

Field or Control

Description

Billing Plan

You can either assign contract lines to an existing billing plan with a status of Pending or select NEXT to assign the selected lines to a new billing plan. This field is for assigning purposes only.

Billing Method

Select a method for the billing plan that you are assigning (or that you are creating). Billing method values are: As-incurred, Value-based, Milestone, Percent Complete, Immediate, and Recurring.

Note: If you are assigning prepaids to a billing plan, the prepaid can only be assigned to Milestone, Percent Complete, and Immediate billing methods.

Billing Plan Template

To use a billing plan template, select a contract line from the Contract Lines to be Assigned/Unassigned group box, and then select a bill plan template. When you click Assign, the system builds the billing plan and billing plan lines as specified by the template.

Note: If you want to assign a billing plan template with a basis date source option of Contract Line Start Date to the selected contract lines, you must have already defined the start date for the contract lines on the Contract - Lines page.

If you select multiple contract lines with the same start date and select a billing plan template with the basis date source option of Contract Line Start Date, the system assigns the contract lines to the same billing plan. If you have multiple contract lines with different start dates and you want to use a billing plan template with the basis date source option of Contract Line Start Date, you must assign separate billing plan templates to the individual contract lines.

Bill Plan Detail Template ID

To use a billing plan detail template, select a contract line from the Contract Lines to be Assigned/Unassigned group box, select a billing plan template, and select a billing plan detail template. When you click Assign, the system builds the billing plan and billing plan lines as specified by the billing templates.

Assign

Click this button to assign the contract lines that you selected to the billing plan that you selected.

If the contract lines selected had previously been associated with billing plan lines from another billing plan, the system deletes the billing plan lines. If additional contract lines (aside from the ones selected) had been previously assigned to the billing plan line in question, these too are unassigned and the system generates a message notifying you that this has occurred.

Note: You cannot assign Value-based billing plans to rate-based contract lines for which prepaid utilization criteria applies. This prepaid utilization criteria is defined on the Utilization Criteria page.

Note: You cannot assign a Value-based billing plan to a rate-based line for which a retainage or discount ID was defined on the Related Projects page.

Note: You can only assign Recurring billing plans to contract lines with a recurring price type.

Unassign

Click this button to unassign the contract lines that you selected from the billing plan ID to which they are assigned. When you click Unassign, the system deletes any billing plan lines that it had created for the detail lines that you selected.