Including Usage and Invoice Accounts in a Construct

While defining a construct, you need to indicate the persons and their usage and invoice accounts for which you want to define the construct. The system allows you to select a set of usage and invoice accounts based on the criteria using the usage and invoice account selection template. You need to ensure that all usage and invoice accounts in the construct should have the same bill cycle. Otherwise, erroneous results might occur.
Note: One usage and invoice account can belong to only one active construct and not to multiple active constructs at the same time.

Prerequisites

To include usage and invoice accounts in a construct, you should have:

  • Persons, usage and invoice accounts, and account selection templates defined in the application

Procedure

To include usage and invoice accounts in a construct:

  1. Ensure that Include 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.
    Priority Displays the priority of an account.
    Template Displays the name of the template.
    Criteria Description Displays the description of the criteria.
    Criteria Indicates the bind variable for which you need to define the value.
    Note: The bind variables change depending on the account selection template that you have selected. If a business label is defined for the bind variable, the business label appears in this field.
    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 Include Usage/Invoice Accounts zone.
    The Selection Criteria screen appears.
  3. Enter the required details and click Save.
  4. If you want to include more than one usage accounts, click Save and Add New button in the Selection Criteria screen and repeat step 3.
    The Usage and Invoice Accounts are included in 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