Setting Up Bill Segment Types

To set up bill segment types, open Admin Menu, Bill Segment Type.

Description of Page

Enter an easily recognizable Bill Segment Type and Description for every type of bill segment.

For each bill segment type, define the Create Algorithm. The logic embedded in this algorithm creates the bill segment. Refer to Designing Your Bill Segment Types for examples.

If you haven't done so already, you must set up this algorithm in the system. To do this:

Create a new algorithm (refer to Setting Up Algorithms).
On this algorithm, reference an Algorithm Type that creates a bill segment in the appropriate manner. Click here to see the algorithm types available for this plug-in spot.

CAUTION: The BS Create Algorithm is a very important field as it controls how the system creates bill segments. There are some restrictions in respect of the values of certain fields on the contract type and the bill segment algorithm used on a contract type. Refer to Require Total Amount Switch versus Bill Segment Creation Algorithm, Allow Recurring Charge Switch versus Bill Segment Creation Algorithm, and Rate Required Switch versus Bill Segment Creation Algorithm for more information.

For each bill segment type, define the Financial Algorithm. The logic embedded in this algorithm constructs the financial transaction associated with the bill segment. Refer to Designing Your Bill Segment Types for examples.

If you haven't done so already, you must set up this algorithm in the system. To do this:

Create a new algorithm (refer to Setting Up Algorithms).
On this algorithm, reference an Algorithm Type that constructs the bill segment financial transaction in the appropriate manner. Click here to see the algorithm types available for this plug-in spot.

Fastpath: For more information about current and payoff amounts, refer to Current Amount versus Payoff Amount.

If you haven't done so already, you must set up this algorithm in the system. To do this:

Create a new algorithm (refer to Setting Up Algorithms).
On this algorithm, reference an Algorithm Type that retrieves consumption in the appropriate manner. Click here to see the algorithm types available for this plug-in spot.

The Auto Cancel Algorithm is used by the system when it detects that the prior bill segment contains a bad estimated read (by "bad" we mean that the current bill has a non-estimated reading that is less than the estimated end read on the prior bill segment). If you haven't done so already, you must set up this algorithm in the system. To do this:

Create a new algorithm (refer to Setting Up Algorithms).
On this algorithm, reference an Algorithm Type that cancels bill segments that contain poorly estimated consumption. Click here to see the algorithm types available for this plug-in spot.

Where Used

Follow this link to open the data dictionary where you can view the tables that reference CI_BILL_SEG_TYP.