Automatic Regular Bill Generation Invoice Request

To enable the automatic invoice request creation feature for the fully insured individual business, you need to attach the following algorithms:

You can create a single or different invoice request type for each individual membership event (such as, activation, termination, reinstatement, or cancelation) depending on the wait days you want to configure for the respective event. While attaching the above algorithms, you need to specify the following parameters:

The system determines the account to which the individual membership should be billed using the Account Identifier Type and Account Identifier Value characteristics which are defined on the individual membership. While fetching the characteristics, the system considers the characteristic types which are specified in the Account Identifier Type Char Type and Account Identifier Value Char Type option types of the C1-ASOBLLNG feature configuration. Before automatically creating an invoice request for the account of an individual membership, the system validates whether the individual membership is eligible for the invoice request creation. If the individual membership is eligible for the invoice request creation, the system checks whether any invoice request already exists for the account in the non-final status. If an invoice request exists for the account in the non-final status, a new invoice request is not created for the account. However, if an invoice request does not exist for the account in the non-final status, a new invoice request is created for the account in the Draft status. The system then transitions the status of the invoice request from Draft to Defer Processing Batch.

When you execute the BILLOPEN batch with the Off Cycle Switch parameter set to Y, the system checks whether the account that meets the search criteria is included in any invoice request which is in the Defer Processing Batch status. If the account is included in the invoice request, the system checks whether the processing date of the invoice request is earlier than or equal to the batch business date. If the processing date is earlier than or equal to the batch business date, the system checks whether the pending bill already exists for the account. If the pending bill does not exist for the account, the system checks whether the cutoff date is later than the bill after date. If cutoff date is later than the bill after date, the system checks whether the accounting calendar is open for the accounting date. If the accounting calendar is open for the accounting date, the system creates the adhoc regular bill for the account in the Pending status. When you execute the BSGENREG batch with the Off Cycle Switch parameter set to Y, the system creates the bill segments for the adhoc regular bill. When you execute the POSTPROC batch with the Off Cycle Switch parameter set to Y, the system creates the post-processing bill segments (if any) and completes the adhoc regular bill of the account. Finally, the status of the invoice request is changed to Processed.

However, if the pending bill exists for the account, or if the cutoff date is earlier than or equal to the bill after date, or if the accounting calendar is not open for the accounting date, or if an error occurs while creating adhoc regular bill or its bill segments, or if a To Do is generated for the bill review, the status of the invoice request is changed to Error. The system enables you to move such erroneous invoice request back to the Draft status.