Eligibility Codes
The system assigns eligibility codes to workfile transactions based on the billable status of the account that is referenced on the workfile transaction and the Journal Generation Control option that you set up in the Billing Constants program (P48091).
The eligibility code specifies the amounts that appear and the billing processes in which the workfile transaction can participate. The system assigns these eligibility codes to the workfile transactions:
Eligibility Code |
Description |
|---|---|
0 |
The workfile transaction is eligible for invoicing, revenue recognition, and costing processes. |
1 |
The workfile transaction is eligible for invoicing and costing processes. |
2 |
The workfile transaction is eligible for revenue recognition and costing processes. |
3 |
The workfile transaction is non billable. |
4 |
The workfile transaction is eligible for cost processing only. |
5 |
The workfile transaction is eligible for AP vouchering only (Service Management workfile transactions only). |
For example, if the Billable field for an account is set to Y (Yes, account should be billed) and the Journal Generation Control option selected is Inv/Rev w/o Reconciliation, then the eligibility code is set to 0, which indicates that the workfile transaction is eligible for invoicing, revenue recognition, and costing. If the same account with a Y in the Billable field is processed through the billing system, and the Journal Generation Control option is set to Invoice Only. then the eligibility code is set to 1, which indicates that the workfile transaction is eligible for invoicing only.
This table illustrates the system logic that is used to assign the eligibility codes:
Review and Revise Accounts (P0901) - Billable Field |
Billing Constants (P48091) - Journal General Control Option |
Workfile Revisions (P4812) - Elig Code (eligibility code) Field |
|---|---|---|
N: No, it should no be billed |
Not applicable |
No workfile transaction created |
Y: Yes, account should be billed |
Invoice Only |
1: Available for Invoice Only |
Y: Yes, account should be billed |
Revenue Only |
2: Available for Revenue Only |
Y: Yes, account should be billed |
Inv/Rev w/o Reconciliation (invoice and revenue without reconciliation) |
0: Available for Invoice/Revenue |
Y: Yes, account should be billed |
Inv/Rev w/o Reconciliation (invoice and revenue without reconciliation) |
0: Available for Invoice/Revenue |
1: Eligible only for invoicing |
Invoice Only |
1: Available for Invoice Only |
1: Eligible only for invoicing |
Revenue Only |
No workfile transaction created |
1: Eligible only for invoicing |
Inv/Rev w/o Reconciliation (invoice and revenue without reconciliation) |
1: Available for Invoice Only |
1: Eligible only for invoicing |
Inv/Rev with Reconciliation (invoice and revenue with reconciliation) |
1: Available for Invoice Only |
2: Eligible only for revenue recognition |
Invoice Only |
No workfile transaction created |
2: Eligible only for revenue recognition |
Revenue Only |
2: Available for Revenue Only |
2: Eligible only for revenue recognition |
Inv/Rev w/o Reconciliation (invoice and revenue without reconciliation) |
2: Available for Revenue Only |
2: Eligible only for revenue recognition |
Inv/Rev with Reconciliation (invoice and revenue with reconciliation) |
2: Available for Revenue Only |
4: Eligible only for cost |
Invoice Only |
4: Available for Cost Only |
4: Eligible only for cost |
Revenue Only |
4: Available for Cost Only |
4: Eligible only for cost |
Inv/Rev w/o Reconciliation (invoice and revenue without reconciliation) |
4: Available for Cost Only |
4: Eligible only for cost |
Inv/Rev with Reconciliation (invoice and revenue with reconciliation) |
4: Available for Cost Only |