Installation Options - Billing

Select Admin Menu, Installation Options and use the Billing tab to define billing-specific installation options.

Description of Page

The Bill Segment Freeze Option controls when a contract's balance and the general ledger is affected by bill segments and certain types of adjustments. Refer to Preventing Contract Balances And The GL From Being Impacted Until Bill Completion to understand the significance of this option.

The Accounting Date Freeze Option controls how the accounting date defined on financial transactions is populated. Refer to Forcing The Freeze Date To Be Used As The Accounting Date to understand the significance of this option.

Define the Minimum Amount for Final Bill. If a final bill is less than this amount, the bill is still produced; it's just not printed.

Typically, the system sets a bill's Bill Date equal to the date on which it is completed. If you want to be able to specify a bill's Bill Date when you complete a bill, turn on User Can Override Bill Date. You would only want to override the bill date if you are setting up sample bills from historical period whose bill date needs to reflect the respective historical period.

Select Use Sequential Bill Numbers if you require a system-assigned unique sequential number for each bill in addition to the Bill Id, which is a system-assigned random number used as the bill's primary identifier. Refer to the Alternate Sequential Bill Numberssection for more information.

The Bill Correction Option lets you control whether your implementation uses Credit Notes or Correction Notes. Select the Credit Note option if you require bill segment cancellation details to be presented to the customer on a separate bill (referred to as a credit note). Refer to Credit Notes for more information. Select the Correction Note option if you require bill segment cancellation details and bill segment rebill details to be presented to the customer on a separate bill (referred to as a correction note). Refer to Correction Notes for more information.

Note: Credit Notes or Correction Notes. The Bill Correction option on the Installation table controls whether Credit Notes or Correction Notes are allowed. If your implementation uses Correction Notes, the override label on the following should be customized accordingly:

Note: Lookup value CRNT on the customizable lookup field TXN_FLTR_TYPE_FLG (this lookup value is used on the Match Event Page and Account Bill History transactions)

Note: Lookup value CR on the customizable lookup field PYCAN_SYS_DFLT_FLG (this lookup value is used on the Pay Cancel Reason transaction)

Note: Metadata field CR_NOTE_FR_BILL_ID (this field is used on the Bill Search Page)

The Autopay Creation Option controls when automatic payments are created, distributed, and frozen. This option allows you to control when automatic payments will affect customer's balances and when their financial impact affects the general ledger. Refer to How And When Are Automatic Payments Created to understand the significance of this option.

The Sequential Invoice field indicates whether you want to generate alternate sequential bill numbers unique throughout the system or within the division. The valid values are:

Division-specific - Used when you want to generate alternate sequential bill numbers unique within the division.
System-wide - Used when you want to generate alternate sequential bill numbers unique throughout the system.

Sequence Generation Algorithm - Used to attach an algorithm which indicates how to sequence alternate bill numbers which are unique throughout the system. Refer to the Alternate Sequential Bill Number Generation Algorithms section for more information.