Copying Groups of Bills

Copy Group Header Page

BI_BILL_CPY_HDR

Define copy group header information. This is the first required step to define groups of bills to be copied together in a batch.

Define Copy Group Detail 1 Page

BI_BILL_CPY_GRP

Assign bills to appropriate copy groups. This is the second step when defining groups of bills to be copied together in a batch.

Define Copy Group Detail 2 Page

BI_BILL_CPY_GRP_2

Define copy group details. This is the third step when defining groups of bills to be copied together in a batch. After running the Copy Group of Bills process, return to this page to verify invoice numbers or process error details.

Run Bill Copy Group Page

RUN_BI_BCPYGRP

Define run control parameters for copy groups. This is the final step when defining groups of bills to be copied together in a batch.

Validate

Select to validate the selected bills for errors. Validation errors are displayed on the Validate Errors Page (Copy Group). You can select one or more bills before selecting this button.

Select

Select the check box next to the bill that you want copied. Deselect this check box if you do not want the bill copied. Assign as many bills to this copy group as required. You do not have to copy all of the templates in the group each time you use this process.

Template Invoice ID

The invoice number to be copied.

Copy Begin Dt (copy begin date) and Copy End Dt (copy end date)

The start and end copy dates for this template. When you initiate the copy bill group process, the system determines whether the run date is within these copy dates.

New Bill Status

The status that is assigned to the new bill.

Select All

Click to select all of the template invoices for copying.

Deselect All

Click to deselect all of the template invoices from copying.

Reset Status

Click to reset all of the template invoices to new statuses.

Copy Invoice ID

Define the invoice number of the new bill. The default field value is NEXT. If you are authorized, you can override this default with any number if that number is not a duplicate of an existing invoice.

Replace Template

Select to replace the template for subsequent batch copy processes with the resulting invoice from this copy process.

The copy is identical to the template; you can use either the original bill or the new copy as the template. You can change the resulting copy through bill entry. For example, you can add lines, alter amounts and dates, or modify header and line notes on the bill that you just created through the copy process. Also, you can incorporate all changes into the new template to include the modifications that you make to this bill (which is now the new template in the copy group) in any subsequent copy processes.

Select the Replace Template check box in conjunction with bill status change. If you do not select this option, the templates will not change, and the system uses the old version the next time that you run the copy process.

Copy Step

Displays the status of the last copy bill group run.

Reset Copy Invoice ID

Resets all the copy invoice IDs to NEXT. Before running the process again, reset the copy invoice IDs. Otherwise, the system attempts to reassign the old invoice IDs to the new bills, and an error occurs.

Clear Replace

Select to deselect the Replace Template check boxes for the entire group.

Bill Copy Group ID

Select a copy group ID to copy. Define copy group IDs on the Copy Group Header page.

Change Field Values For

Modify any from or to dates in either the Bill Header From Date/To Date or the Bill Line From Date/To Date field.