Review Transactions Generated by a Recurring Bill Plan

Use the Review Transaction page to review individual transactions generated by a recurring bill plan.

You can access transactions generated by a bill plan in either of these ways:

• From the Manage Recurring Bill Plans page:

  1. Search for bill plans.

  2. Select a bill plan with a Status Tracker value of Complete, and click the Review Transactions button.

  3. The Manage Transactions page opens.

  4. Click a transaction number to open the Review Transaction page.

• From the Manage Transactions page:

  1. Search for transactions belonging to a bill plan using the Bill Plan Name field in the Advanced Search section.

  2. Click a transaction number to open the Review Transaction page.

To identify a bill plan transaction:

1. From the Review Transaction page, click the Show More link in the General Information section.

2. Click the Miscellaneous tab.

3. The Recurring Bill Plan Name field identifies the bill plan that generated the transaction.

   The Bill Plan Period field identifies the billing period for the transaction.

If the terms of the contract with your customer change, you can update the bill plan itself to reflect these changes in future transactions.

If applicable to the renegotiated terms of the customer contract, you can also update the installments on transactions already generated by the bill plan.

Tip:

If you want to update installments on bill plan transactions, enable the Allow change to printed transactions option in Receivables system options for the applicable business units. Updates to bill plan transaction installments can only occur after the transactions are printed and sent to the customer.