Configuring the Bill Entry Accounting Template
To configure a bill entry accounting template, use the Bill Entry Accounting Template (BI_ACCTG_TMPLT) component.
Bill entry accounting templates enable you to define a selection of ChartFields that you want to work with while using the bill entry pages. If there are ChartFields that have a constant value when you enter accounting information for invoices, you can configure a template to exclude those ChartFields. Defining an accounting template minimizes data entry and prevents redundant information. Define the bill entry accounting template at the system, business unit, bill type, or bill source level on the Installation Options - Billing - Integration Options page.
Note: Bill entry accounting templates affect the ChartFields that appear online. They do not determine whether a ChartField is populated with a value. The system can populate a ChartField automatically with a value that is defined in the distribution code.
This topic lists the pages that you use to configure the bill entry accounting template.
Page Name |
Definition Name |
Usage |
---|---|---|
Bill Entry Acctg Template (bill entry accounting template) |
BI_ACCT_DSPTMPLT |
Select the ChartFields that you want to work with while using the bill entry pages. You can override these values when using bill entry by clicking the ChartFields Display Override button on any of the bill entry pages. Fields that you do not select do not appear in bill entry. |
Online Override of ChartField Display Template |
BI_OPR_CONFG_SEC |
Select the ChartFields that you want to work with while using the bill entry pages. |