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 ( ) 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 (
) icon in the search results section of the Search Hierarchy
zone.
Related Topics
| For more information on... | See... |
|---|---|
| Billing and Settlement Hierarchy screen | Billing and Settlement Hierarchy |
| Search Hierarchy zone | Search Hierarchy |

) icon which helps in navigating to other screens in the application.