Editing a Sort ID of a Bill Group

Procedure

To edit a sort ID of 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. In the Bill Group Sorting zone, select the check box corresponding to the bill group and sort ID combination whose details you want to edit.
    Note: If you want to edit all sort IDs of effective bill groups, you need to select the check box corresponding to the column header. In such case, the system considers only those records which are present on the respective page for editing.
  5. Click Edit.

    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 edit.

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

    Field Name Field Description Mandatory (Yes or No)
    Bill Group Information Indicates the bill group whose sort ID you want to edit. Not applicable
    Description Used to specify the description for the sort ID. Yes
    Sort ID Displays the sort ID. Not applicable
    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.

    The start date cannot be later than the effective date specified in the derivation and pricing parameters which are defined for the bill group and sort ID combination.

    		 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.

    The end date cannot be earlier than the effective date specified in the derivation and pricing parameters which are defined for the bill group and sort ID combination.

    		 No
  6. Modify the details of a bill group's sort ID, if required.
  7. Click Save.
    The changes made to the bill group's sort ID are saved.

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