Bill Group Sorting
Oracle Revenue Management and Billing allows you to define unique sort IDs for a bill group in a given date range. In future, the sort ID will be used to club transactions based on certain parameters and present them in the bill in the ascending or descending order. It may also be used to sort data while generating various reports.
The Bill Group Sorting zone lists the sort IDs defined for all effective child persons whose person type is set to Bill Group and who are related to the parent customer using a relationship type which is specified in the Person Relationship Type option type of the C1-ASOBLLNG feature configuration. It appears when you are viewing the 360° information of a person whose person type is set to Parent Customer.
You can define, edit, and delete a sort ID of a bill group (who is effective child person of the parent customer) through this zone. You can also upload a set of sort IDs for one or more bill groups (who are effective child persons of the parent customer) at the same time using the Upload Request feature. You can upload the sort IDs for bill groups either from this zone or from the Upload Request screen. While creating an upload request for bill group sort IDs, you need to specify the parent customer whose bill groups' sort IDs you want to upload. Once the upload request is processed, the sort ID is defined for the respective bill group in the system.
This zone contains the following columns:
| Column Name | Column Description |
|---|---|
| Bill Group Information | Indicates the parent customer's bill group for whom the sort
ID is defined. In addition, a context menu appears corresponding to
this column which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Person screen appears where you can view the details of the respective
bill group (i.e. person).
|
| Bill Group ID | Displays the bill group ID (i.e. person ID). |
| Sort ID | Displays the sort ID. |
| Description | Displays the description of the sort ID. |
| Start Date | Displays the date from when the sort ID is effective for the bill group. |
| End Date | Displays the date till when the sort ID is effective for the bill group. |
In addition, it contains the following buttons:
| Button Name | Button Description |
|---|---|
| Edit | Used to edit the details of a bill group's sort ID. |
| Delete | Used to delete a bill group's sort ID. Note: You can delete
a bill group's sort ID when the derivation and pricing parameters
are not yet defined for the bill group and sort ID combination.
|
If you want to edit or delete all sort IDs of effective bill groups, you need to select the check box corresponding to the column header in this zone, and then accordingly click the Edit or Delete button. However, if you want to edit or delete one or more sort IDs of effective bill groups, you need to select the check box corresponding to the bill group and sort ID combination, and then accordingly click the Edit or Delete button.
Pagination is used to display limited number of records in this zone. You can use the navigation links, such as Previous and Next to navigate between pages.
If you select the check box corresponding to the column header in this zone, the system considers only those records which are present on the respective page for editing or deleting.
You can define a sort ID for a bill group (who is effective child person of the parent customer) by clicking the Add link in the upper right corner of this zone. You can also upload a set of sort IDs for one or more bill groups (who are effective child persons of the parent customer) by clicking the Upload link in the upper right corner of this zone.
You can filter the list using the Bill Group Name field available in the Filter area. By default,
the Filter area is hidden. You can view the Filter area by clicking the Filters (
) icon in the upper right corner of this zone.
You can change the layout of this zone. For more information on how to change the layout, see Changing the Layout.
Related Topics
| For more information on... | See... |
|---|---|
| How to define a sort ID for a bill group | Defining a Sort ID for a Bill Group |
| How to edit a sort ID of a bill group | Editing a Sort ID of a Bill Group |
| How to delete a sort ID of a bill group | Deleting a Sort ID of a Bill Group |
| How to create an upload request for bill group sort ID from the Bill Group Sorting zone | Creating a Bill Group Sorting Upload Request |
| How to create an upload request for bill group sort ID from the Upload Request screen | Creating an Upload Request |
| How to setup the C1-ASOBLLNG feature configuration | Setting the C1-ASOBLLNG Feature Configuration |