Creating a Bill Group Derivation and Pricing Parameters Upload Request

Procedure

To create a bill group derivation and pricing parameters upload request:

  1. Search for a person whose person type is set to Parent Customer in the Customer 360° View screen.
  2. In the Search Results section, click the View (The View Icon) icon corresponding to the person whose details you want to view.
    The Person tab appears in the Customer 360° Information screen.
  3. Expand the Bill Group Derivation and Pricing Parameters zone.
    Note: The Bill Group Derivation and Pricing Parameters zone appears when you are viewing the 360° information of a person whose person type is set to Parent Customer.
  4. Click the Upload link in the upper right corner of the Bill Group Derivation and Pricing Parameters zone.

    The Select Upload Request Type screen appears. It contains the following field:

    Field Name Field Description Mandatory (Yes or No)
    Upload Request Type Used to indicate the upload request type using which you want to create the upload request.
    Note: The list includes only those upload request types where the upload request business object with the Upload Type option type set to BL is selected.
    		 Yes
    Note: The Select Upload Request Type screen appears when there are multiple upload request types where the upload request business object with the Upload Type option type set to BL is selected. If there is only one such upload request type defined in the application, the Bill Group Derivation and Pricing Parameters Upload Request screen appears.
  5. Select the required upload request type from the respective field.
  6. Click OK.

    The Bill Group Derivation and Pricing Parameters Upload Request screen appears. It contains the following sections:

    • Main - Used to specify basic details about the upload request.

    • Characteristics - Used to define the characteristics for the upload request.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Upload Request Type Indicates the upload request type using which the bill group derivation and pricing parameters upload request will be created. Not applicable
    Parent Customer Used to indicate the person for whom you want to create the bill group derivation and pricing parameters upload request.
    Note:

    By default, the parent customer's ID appears in this field. You can change the person, if required.

    The system allows you to create a bill group derivation and pricing parameters upload request for a person whose person type is set to Parent Customer.

    The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Person Search window appears.

    		 Yes
    File Name Used to specify the name and path of the file that you want to upload.
    Note: You can also click the Browse button corresponding to this field to browse to the location where the file is available in the system.
    		 Yes
    Replace Existing File Used to indicate whether you want to replace any existing file in the system. You must select this check box when you want to upload the same file once again. No
    Comments Used to specify additional information about the upload request. No
  7. Click the Browse button corresponding to the File Name field.
    The Choose File to Upload dialog box appears.
  8. Browse to the location where the file that you want to upload is available in the system.
  9. Click Open.
    The file name along with the path appears in the File Name field.
  10. Select the Replace Existing File check box depending on whether you want to upload the same file once again in the system.
  11. Define characteristics for the upload request, if required.
  12. Click Save.
    A message appears indicating the number of records which are successfully uploaded. Then, a bill group derivation and pricing parameters upload request is created in the Draft status. If the bill group ID is available in the record, the status of the record is set to Pending. However, if the system could not derive the bill group ID using the bill group identifier type and bill group identifier combination when the bill group ID is not specified in the record, the status of the record is set to Invalid.

Related Topics

For more information on... See...
How to search for a person Searching for a Person
Customer 360° Information screen Customer 360° Information
Person tab Customer 360° Information - Person
Bill Group Derivation and Pricing Parameters zone Bill Group Derivation and Pricing Parameters
How to define a characteristic for an upload request Defining a Characteristic for an Upload Request