Setting Up Bill Periods
Some SA types reference a bill period. The bill period defines when the service agreement's bill segments are produced and the respective end date of each bill segment.
Refer to Designing Bill Periods for more information.
To define a bill period and the bill period schedule, open
Description of Page
Enter a unique Bill Period and a Description for every bill period.
Use the Bill Period Schedules collection when the system should create bill segments for service agreements that use a given bill period. It also defines the end date of each respective bill segment. The following fields are required:
Bill Date Specify the earliest date on which the system is allowed to create a bill segment for service agreements using this bill period.
Bill Seg End Date Specify the end date of the bill segment. For future bills, this will be after the bill date. For retro bills, this will be before the bill date.
This information is used by the bill segment creation process to determine the end date of service agreements that use a bill period.