Prerequisites
To setup the on demand billing process, you need to do the following:
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Ensure approver’s user group has access to the F1-DFLTS application service
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Create a To Do Type for submitter named C1-ODBSU using the following information:
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Navigation Option — C1_SUBMIT
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Priority — Priority 10 – Highest
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Message Category — 17000
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Message Number — 1470
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Sort Keys — Define the following sort keys for the To Do type:
Sort Key Use as Default Sort Order Usage Data ID Yes Descending -
Drill Keys — Define the following drill keys for the To Do type:
Table Name Field Name CI_BCHG_STG BCHG_HSTG_ID CI_BCHG_STG FILE_NAME CI_BCHG_STG BCHG_STG_STAT_FLG
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Create a To Do Type for approver named C1-ODBAP using the following information:
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Navigation Option — CI_NDAP
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Priority — Priority 10 – Highest
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Message Category — 17000
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Message Number — 1470
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Sort Keys — Define the following sort keys for the To Do type:
Sort Key Use as Default Sort Order Usage Data ID Yes Descending -
Drill Keys — Define the following drill keys for the To Do type:
Table Name Field Name CI_BCHG_STG BCHG_HSTG_ID CI_BCHG_STG FILE_NAME
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Create a To Do role named C1-ODBSU for submitter and C1-ODBAP for approver
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Assign the C1-ODBSU To Do type to the C1-ODBSU To Do role
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Assign the C1-ODBAP To Do type to the C1-ODBAP To Do role
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Create a To Do role named C1-ODFU and assign users to this To Do role. The users who have the C1-ODFU To Do role will receive the To Do entries generated while executing the Upload and Validate Usage Data File (C1-ODFU) batch.
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Assign the C1-ODFU To Do type to the C1-ODFU To Do role
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Create a To Do role named C1-ODBCH and assign users to this To Do role. The users who have the C1-ODBCH To Do role will receive the To Do entries generated while executing the Billable Charge Creation (C1-ODBCH) batch.
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Assign the C1-ODBCH To Do type to the C1-ODBCH To Do role
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Create a To Do role named C1-FABL and assign users to this To Do role. The users who have the C1-FABL To Do role will receive the To Do entries generated while executing the Adhoc Billing (C1-FABL) batch.
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Assign the C1-FABL To Do type to the C1-FABL To Do role
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Create a To Do role named C1-FCADH and assign users to this To Do role. The users who have the C1-FCADH To Do role will receive the To Do entries generated while executing the Freeze and Complete Adhoc Bills (C1-FCADH) batch.
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Assign the C1-FCADH To Do type to the C1-FCADH To Do role
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Set e-mail address for the users who are going to use the On Demand Billing screen (otherwise To Do entry will not be generated on executing the above batches)
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Create a mapping algorithm using the C1-CSVPMALGO algorithm type
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Create a validation algorithm using the C1-VLDALGO algorithm type
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Create an extract algorithm using the C1-EXTALGO algorithm type
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Create a To Do algorithm using the C1_ODBTDALGO algorithm type and set the following parameters in the algorithm:
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To Do Role for Submitter — Used to indicate that users with the specified To Do role can only resolve the records which are rejected by the approver.
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To Do Type for Submitter — Used to indicate that a To Do entry of the specified To Do type must be created when the approver rejects the records.
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To Do Role for Approver — Used to indicate that users with the specified To Do role can only approve the records submitted by the submitter.
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To Do Type for Approver — Used to indicate that a To Do entry of the specified To Do type must be created when the submitter submits the valid records for approval.
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Define the required file types in the system
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Define values for the following lookup fields:
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ODB_CAN_RSN_FLG
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ODB_REJ_RSN_FLG
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PAGE_NUMBER
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If you want to create billable charges with future date for a contract, then ensure that the Use Calendar Billing option is set to Allow Advanced Billing in the respective contract type.
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Create an algorithm using the C1-ODBFILEIN algorithm type and attach it to the Upload File Information system event in the Algorithms tab of the Installation Options — Framework screen.
Besides this, you need to setup the following feature configurations:
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On Demand Billing (C1-ODBFC)
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Multi Parameter Based Pricing (C1_PPARM_FLG)
Related Topics
For more information on... | See... |
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How to set the On Demand Billing (C1–ODBFC) feature configuration | Setting the C1-ODBFC Feature Configuration |
How to set the Multi Parameter Based Pricing (C1_PPARM_FLG) feature configuration | Setting the C1_PPARM_FLG Feature Configuration |
How to set the C1-CFS feature configuration | Setting the C1-CFS Feature Configuration |