Excluding Usage Accounts from a Construct
The system will determine the usage accounts based on the criteria defined in the Exclude Usage Accounts section. There might be situations when you do not want to include all usage accounts that satisfy the criteria in the construct. In such cases, you can list the usage accounts that should be excluded from the construct.
Procedure
To exclude usage accounts from a construct:
-
Ensure that Exclude Usage/Invoice Accounts zone is expanded while defining, editing, viewing or copying a construct on the Construct screen. It
contains the following fields:
Field Name Field Description Effective Start Date Displays the date from when the construct is effective. Effective End Date Displays the date till when the construct is effective. Effective End Date Displays the date till when the construct is effective. Account ID Displays the account ID. Account Information Displays the information of the account. In addition, this column has a Context Menu ( ) 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.Edit On clicking the Edit ( ) icon in the Edit column, the Selection Criteria screen appears where you can edit the construct.
Delete On clicking the Delete ( ) icon in the Delete column, you can delete the construct.
-
Click the Add link at the top—right
side of the Exclude Usage/Invoice Accountszone.
The Exclude Usage Accounts screen appears.
-
Search for the usage account that you want to exclude from
the construct.
Note: The Search (
) icon appears corresponding to this field. On clicking the Search icon, the Account Search window appears.
-
If you want to exclude more than one usage account, click
the Add (
) icon and then repeat the step 3.
Note: However, if you do not want a usage account to be excluded from the construct, click the Delete () icon corresponding to the excluded usage account.
-
Enter the required details and click Save.
The Usage Accounts are excluded from the construct.
Related Topics
For more information on... | See... |
---|---|
How to define a construct | Defining a Construct |
How to edit a construct | Editing a Construct |