Criteria

The Criteria zone displays the details of all the criteria of a particular person/account hierarchy. It contains the following columns:

Column Name Column Description
Criteria Type Displays the type of criteria defined for billing or settlement under the construct.
Effective Start Date Displays the date from which the criteria is applied for billing or settlement under the construct.
Effective End Date Displays the date after which the criteria is no longer applied in the construct.
Priority Displays the order in which the bill segments must be generated for a set of billable charges or adjustments on the invoice account.
Template Displays the name of the template used to retrieve data (such as billable charges or adjustments) based on the defined logic.
Selection Criteria Displays the selection criteria for the construct, which includes the SQL SELECT statement configured in the template.
Invoice Account Information Displays the concatenated string of information about the invoice account associated with the construct separated by a comma (,). In addition, this column has a context menu (The Context Menu Icon) icon which helps in navigating to other screens in the application.
Note:

It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.

This field appears when you select the Person-Billing Hierarchy and Account-Billing Hierarchy from the Search By list.

Settlement Account Information Displays the concatenated string of information about the settlement account associated with the construct separated by a comma (,).
Note:

It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.

This field appears when you select the Person-Settlememnt Hierarchy and Account-Settlement Hierarchy option from the Search By list.

The Criteria zone does not appear automatically. It appears when you click the Broadcast (The Broadcast Icon) icon in the search results section of the Search Hierarchy zone.

Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages.

Related Topics

For more information on... See...
Billing and Settlement Hierarchy screen Billing and Settlement Hierarchy
Search Hierarchy zone Search Hierarchy