Changing the Billing Account Associations with Sites for Multi-Site Quote Revisions

A multi-site quote revision inherits the field data for billing accounts that are associated with sites in the source multi-site quote. You can change these billing account associations for a multi-site quote revision when the customer changes the billing accounts for the provided services at locations.

Earlier multi-site revisions of a multi-site revision can include existing changes of the billing account associations with sites. The value that you select in the Billing Transfer Date field when you change the billing account association with a site affects these existing changes as follows:

• If you select a billing transfer date that is later than the billing transfer date for all the existing changes, then your change is added to the sequence of existing changes.

• If you select a billing transfer date that is earlier than the billing transfer date for some existing changes and later than the billing transfer date for other existing changes, then when you submit the multi-site quote, the following outcomes occur:

  • The existing changes that have billing transfer dates that are earlier than the billing transfer date for your change are retained.

  • The existing changes that have billing transfer dates that are later than the billing transfer date for your change are cancelled. If necessary, you can add these cancelled changes when you create additional multi-site quote revisions.

This task is a step in Process of Creating Multi-Site Quote Revisions (End User).

To change the billing account association with a site for a multi-site quote revision

1. Navigate to the Multi-Site Quotes screen, then the List view.

2. Drill down on the name of the multi-site quote.

   Check the revision number and version number of the quote to make sure that you open the correct quote.

3. Click the Billing Groups view tab, and select the record for the billing account association that you want to change.

4. Click Transfer.

   The value in the Action field for the selected record changes to Transfer.

5. Change the value in the Billing Account field and the Billing Transfer Date field of the record for the billing account association.

   These fields are described in the following table.

   Field	Comments
   Billing Account	Select the new billing account for the site record. Only the billing accounts included in the account hierarchy for the account that you select for the multi-site quote revision are available for selection. If you change the account for the multi-site quote, then you can select a billing account from a different account hierarchy.
   Billing Transfer Date	Select the date and time that the billing account change for the site record is effective. You can select only a value that is the same as or later than the requested date for multi-site quote revision. Before you submit the multi-site quote revision, you can change the value in the Billing Transfer Date field. If you subsequently change the value in the Requested Date field to a date and time that is later than the value in the Billing Transfer Date field, then the multi-site quote revision becomes invalid. You are alerted about this invalidation when you validate the multi-site quote revision, attempt to review the order line items for the multi-site quote revision, or attempt to submit the multi-site quote revision. You must then change the value in the Billing Transfer Date field or the Requested Date field before you submit the multi-site quote revision.