Bill Actions and SmartLinks

This page is accessed via Financials > Billing Management > Billing > Actions.

Note: Batch settlement actions can be performed using the Process Manager.

Option	Sub-option	Action
Business Process	Documents	Assign Document Sets Attach Documents Generate Document Limited Documents Upload Document View Document Sets
	Milestone Monitors	Assign Assign Milestone Monitor Event History
	Reports	Custom Reports Various Public Reports
Financials	Bill	Add Child Bill to Consolidated Bill Allocate Bill Approve Bill Create Consolidated Bill Create Credit Note Create Supplemental Bill Create Supplemental Bill By Line Generate Bill Number Remove Child Bill from Consolidated Bill Unapprove Bill
	Settlement	Assign Bill General Ledger Codes
	Taxes	Calculate VAT Calculate Provincial Tax
	Utilities	Change External Status Mark for Purge Modification Acknowledged Send Allocation Interface Send Bill Interface Set Exchange Rate Set GL Date Set Image Set Indicator
	View	Audit Trail

SmartLinks

Right-click on any ID to launch SmartLinks.

SmartLink	Displays...
Documents	Shows related documents
Full Audit	Audit Trails results page displaying all changes that were made to the bill. You can also perform a limited audit using the appropriate action above.
Related Order Bases	A list of order bases from which the bill was generated.
Related Sell Shipment	A list of any sell-side shipments related to the bill.
Status	Displays the statuses for the bill.
View Bill To Party	Bill To information for the bill.
View Child Bills	Child bills related to a parent consolidated bill.
View Supplemental Bill	Supplemental bills related to the bill.

Related Topics