Generate

The Generate button causes a bill segment to be created for each contract linked to the account. The system generates bill segments in the order of the billing processing sequence on each contract's contract type.

This button is enabled when you are in add mode (i.e., you are not displaying an existing bill) and you have selected an Account ID.

When clicked, the Generate window opens.

You must specify the following parameters in the Generate window to generate the bill segments:

• Cutoff Date is the last possible day of each bill segments bill period. The current date defaults when the window opens. Refer to Ways To Control The End Date Of A Bill Segment for more information.
• Accounting Date defines the financial period to which the new bill segments' financial transactions are booked. The current date defaults when the window opens.
• Check Allow Estimates if the system is allowed to estimate.
• Billing Option controls how the system retrieves the charges on the bill. Select the Use Cut Off Date option if the charges exists on the cut-off date.

After specifying the parameters, click Calculate to create a new bill and new bill segments for the account. You see a summary of the bill segments in the lower right portion of the page.