Excluding Usage and Invoice Accounts from a Construct

The system will determine the usage and invoice accounts based on the criteria defined in the Exclude Usage/Invoice Accounts section. There might be situations when you do not want to include all usage and invoice accounts that satisfy the criteria in the construct. In such cases, you can list the usage and invoice accounts that should be excluded from the construct.

Procedure

To exclude usage and invoice accounts from a construct:

  1. Ensure that Exclude Usage/Invoice Accounts zone is expanded while defining, editing, viewing or copying a construct on the Construct screen. It contains the following fields:
    Field Name Field Description
    Effective Start Date Displays the date from when the construct is effective.
    Effective End Date Displays the date till when the construct is effective.
    Effective End Date Displays the date till when the construct is effective.
    Account ID Displays the account ID.
    Account Information Displays the information of the account. In addition, this column has a Context Menu (The Context Menu Icon) which helps in navigating to other screens in the application.
    Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.
    Edit On clicking the Edit (The Edit Icon) icon in the Edit column, the Selection Criteria screen appears where you can edit the construct.
    Delete On clicking the Delete (The Delete Icon) icon in the Delete column, you can delete the construct.
  2. Click the Add link at the top-right side of the Exclude Usage/Invoice Accounts zone.
    The Exclude Usage/Invoice Accounts screen appears.
  3. Search for the usage and invoice account that you want to exclude from the construct.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Account Search window appears.
  4. If you want to exclude more than one usage and invoice account, click the Add (The Add Icon) icon and then repeat the step 3.
    Note: However, if you do not want a usage and invoice account to be excluded from the construct, click the Delete (The Delete Icon) icon corresponding to the excluded usage and invoice account.
  5. Enter the required details and click Save.
    The Usage And Invoice Accounts are excluded from the construct.

Related Topics

For more information on... See...
How to define a construct Defining a Construct
How to edit a construct Editing a Construct