Prerequisites

To setup the bill tolerance feature, you need to do the following:

• Define an algorithm of the C1-BILL_​TOLR algorithm type and attach it to the Pre-Bill Completion Review system event on the respective customer class. This algorithm type has the following parameters:

  • Positive Tolerance Percentage - Used to specify the positive tolerance limit in percentage.

  • Negative Tolerance Percentage - Used to specify the negative tolerance limit in percentage.

  • Positive Tolerance Amount - Used to specify the positive tolerance limit in amount.

  • Negative Tolerance Amount - Used to specify the negative tolerance limit in amount.

  • Tolerance To Do Type - Used to indicate that To Do entry of the specified To Do type must be created when the bill amount difference exceeds either positive or negative tolerance limit. This parameter is mandatory.

  • First Bill To Do Type - Used to indicate that To Do entry of the specified To Do type must be created when the first bill is generated for an account. This parameter is mandatory.

  • Tolerance To Do Role - Used to indicate that users with the specified To Do role can only view the "%1 Bill Tolerance Limit Exceeded" To Do entry. This parameter is mandatory.

  • First Bill To Do Role - Used to indicate that users with the specified To Do role can only view the "%1 To-do generated for First Bill" To Do entry. This parameter is mandatory.

  For example, if you set the Positive Tolerance Percentage parameter to 10 and the Negative Tolerance Percentage parameter to 15 in the algorithm, then in the following scenarios:

  Current Bill Amount (USD)	Previous Bill Amount (USD)	Tolerance Amount Calculation	To Do Entry Generated (Yes or No)	Reason
  120	100	100+(100*10)/100=110	Yes	Current Bill Amount is above Positive Tolerance Limit
  115	105	105+(105*10)/100=115.5	No	Current Bill Amount is within Positive Tolerance Limit
  80	100	100-(100*15)/100=85	Yes	Current Bill Amount is below Negative Tolerance Limit
  95	110	110-(110*15)/100=93.5	No	Current Bill Amount is within Negative Tolerance Limit

  If the tolerance limit is specified in both percentage and amount, the system calculates the tolerance amount using percentage and amount, considers the minimum value, and then creates the To Do entry accordingly. For example, if you set the Positive Tolerance Percentage parameter to 10, the Positive Tolerance Amount parameter to 15, the Negative Tolerance Percentage parameter to 5, and the Negative Tolerance Amount parameter to 25 in the algorithm, then in the following scenarios:

  Current Bill Amount (USD)	Previous Bill Amount (USD)	Tolerance Amount Calculation	To Do Entry Generated (Yes or No)	Reason
  120	100	100+(100*10)/100=110 (Derived using positive tolerance percentage) 100+15=115 (Derived using positive tolerance amount) Minimum Value is 110 in Positive Scenario	Yes	Current Bill Amount is above Positive Tolerance Limit
  180	200	200-(200*5)/100=190 (Derived using negative tolerance percentage) 200-25=175 (Derived using negative tolerance amount) Minimum Value is 190 in Negative Scenario	Yes	Current Bill Amount is below Negative Tolerance Limit

  During the tolerance amount calculation, the system checks whether the Multi-Currency Accounts feature is enabled or disabled. If the Multi-Currency Accounts feature is enabled, the system converts the previous and current bill amount in the division's base currency when the invoice currency is different from the division's base currency. Once the currency conversion is done, the tolerance amount is calculated and To Do entry is generated accordingly.

• Set the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration to True if you want to enable the currency conversion feature during tolerance amount calculation

• Define the Tolerance and First Bill To Do types using the following information:

  • Navigation Option - billMaint

  • Priority - Priority 10 - Highest

  • Message Category - 11105

  • Message Number - 11009

  • Sort Keys - Define the following sort keys for the To Do type:

    Sort Key	Use as Default	Sort Order
    Bill ID	Yes	Ascending

  • Drill Keys - Define the following drill keys for the To Do type:

    Table Name	Field Name
    CI_​BILL	BILL_​ID

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