Defining a Construct

Procedure

To define a construct:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Billing Management and then click Construct.
    A sub-menu appears.
  3. Click the Add option from the Construct sub-menu.

    The Construct screen appears. It consists of the following sections:

    • Main - Used to specify basic details about the construct.

    • Characteristics - Used to define the characteristics for the construct.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Construct Description Used to specify the description for the construct. Yes
    Construct Type Used to indicate the type of the construct. The valid values are:

    • Invoice - Indicates that you want to use the construct for billing.

    • Invoice and Settlement - Indicates that you want to use the construct for billing and settlement.

    • Settlement - Indicates that you want to use the construct for settlement.

    Note: Here, settlement includes receivables and payables
    		 Yes
    Status Used to indicate the status of the construct. By default, the Draft option is selected from the list. Not applicable
    Effective Start Date Used to specify the date from when the construct is effective.
    Note: The effective from date cannot be later than the effective end date.
    		 Yes
    Effective End Date Used to specify the date till when the construct is effective.
    Note: The effective to date cannot be earlier than the effective start date.
    		 No
    Tip: Alternatively, you can access the Construct screen by clicking the Add button on the top-right of the Construct screen.
  4. Enter the required details in the Main section.
  5. Define characteristics for the construct, if required.
  6. Do either of the following:
    If you want to...Then...
    Save the construct in the draft version

    1. Click Save as Draft.

      The construct is created and the status of the construct is set to Draft. The construct ID is generated automatically when the construct is created.
    Activate the construct

    1. Click Activate.

      The construct is created and the status of the construct is set to Active. The construct ID is generated automatically when the construct is created.

    Note: The Activate button appears while defining a construct when the approval workflow process is not configured for construct.
    Send the construct for approval

    1. Click Send for Approval.

      The construct is created and the approval workflow request is raised for the construct. The status of the construct is set to Pending Approval. In addition, the construct ID is generated automatically when the construct is created.

    Note: The Send for Approval button appears while defining a construct when the approval workflow process is configured for construct.

Related Topics

For more information on... See...
Construct (Used for Viewing) screen Construct (Used for Viewing)
Search Construct zone Search Construct
How to include usage accounts in a construct Including Usage Accounts in a Construct
How to exclude usage accounts from a construct Excluding Usage Accounts from a Construct
How to include billable charges in a construct Including Billable Charges in a Construct
How to include adjustments in a construct Including Billable Charges in a Construct
How to define a characteristic for a construct Defining a Characteristic for a Construct