Prerequisites

To setup the construct based billing process, you need to do the following:

  • Define the Target Contract Type characteristic for usage accounts' contracts’ contract type.

  • Set the C1-INCT feature configuration.

  • Create a default account creation algorithm using the C1-ACTCR-IC algorithm type.

  • Create a default contract creation algorithm using the C1-CTMP-IC algorithm type.

  • Create a usage account construct mapping algorithm using the C1-UACM-IC algorithm type.

  • Associate the usage account construct mapping algorithm to a division whose usage accounts you want to include in any existing active construct.

    Note: There might be situations when a usage account is created after the construct is activated. If you want to include such usage account in any existing active construct, you need to associate the usage account construct mapping algorithm to a division in which you are creating the usage account. If the usage account satisfies the criteria specified in any active construct, it is included in the construct once the usage account is created.
  • Define the required templates, profiles and constructs in the application.

  • Define values for the PAGE_​NUMBER lookup field.

  • Define approval workflow group, approval workflow chain, approval workflow criteria, and approval workflow group chain linkage for construct.

  • Configure the approval workflow settings for construct.

  • Define approval workflow reasons which are required while rejecting a construct.

  • Assign the C1-IC_​AC To Do type to a To Do role whose users must receive the To Do entries generated when the new invoice account is created while activating a construct.

  • Transfer adjustments algorithm defined using the C1-IC-AD-XFR algorithm type.

  • Define an algorithm of the BS-CRE-INVCN algorithm type and attach it on the Create Algorithm spot of the bill segment type.

    Note: If you want to use the regular billing process, you need to attach an algorithm of the BS-CRE-PRICE algorithm type on the Create Algorithm spot of the bill segment type. However, if you want to use the construct based billing process, you need to attach an algorithm of the BS-CRE-INVCN algorithm type on Create Algorithm spot of the bill segment type.

Related Topics

For more information on... See...
How to set the C1-INCT feature configuration Setting the C1-INCT Feature Configuration