Defining a Sort ID for a Bill Group

Prerequisites

To define a sort ID for a bill group, you should have:

  • 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

Procedure

To define a sort ID for a bill group:

  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 Sorting zone.
    Note: The Bill Group Sorting zone appears when you are viewing the 360° information of a person whose person type is set to Parent Customer.
  4. Click the Add link in the upper right corner of the Bill Group Sorting zone.

    The Bill Group Sorting screen appears. It contains the following field:

    Field Name Field Description
    Parent Customer Indicates the parent customer whose bill groups' sort IDs you want to define.

    In addition, it contains the following fields in a grid:

    Field Name Field Description Mandatory (Yes or No)
    Bill Group Information Used to indicate the bill group for whom you want to define the sort ID.
    Note: The values appear in this list when there are 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 parameter of the C1-ASOBLLNG feature configuration.
    		 Yes
    Description Used to specify the description for the sort ID. Yes
    Sort ID Used to specify the sort ID. Yes
    Start Date Used to specify the date from when the sort ID is effective for the bill group.
    Note: The start date cannot be later than the end date.
    		 Yes
    End Date Used to specify the date till when the sort ID is effective for the bill group.
    Note: The end date cannot be earlier than the start date.
    		 No
  5. Enter the required details in the grid.
  6. If you want to define more than one sort ID for a bill group, click the Add (The Add Icon) icon and then repeat step 5.
    Note: However, if you want to remove a sort ID of a bill group, click the Delete (The Delete Icon) icon corresponding to the bill group and sort ID combination.
  7. Click Save.
    A sort ID is defined for the bill group.

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 Sorting zone Bill Group Sorting
How to setup the C1-ASOBLLNG feature configuration Setting the C1-ASOBLLNG Feature Configuration