Viewing Usage Accounts Billed through an Invoice Account

Procedure

To view the usage accounts billed through an invoice account:

  1. Click the Menu link in the Actions/Navigation area.
    A list appears.
  2. Select the Main Menu option from the list.
  3. From the Main Menu, select Billing Management and then click Billing and Settlement H ierarchy.

    The Billing and Settlement Hierarchy screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Search By Used to indicate whether you want to search for an account with person's billing or settlement hierarchy or account's billing or settlement hierarchy. The valid values are:

    • Person-Billing Hierarchy

    • Person-Settlement Hierarchy

    • Account-Billing Hierarchy

    • Account-Settlement Hierarchy

    		Yes
    Person ID Used to search for accounts which belong to a particular person.
    Note:

    This field appears when you select the Person-Billing Hierarchy and Person-Settlement Hierarchy option from the Search By list.

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

    		 Yes
    As on Date Used to search for billing information which is effective on the specified date. No
    Person Name Used to search for accounts which belong to a particular person.
    Note: This field appears when you select the Person-Billing Hierarchy and Person-Settlement Hierarchy option from the Search By list.
    		 Yes
    View Option Used to indicate whether you want to view invoice or usage account billing details. The valid values are:

    • Invoice Account - Used when you want to view the usage accounts billed through an invoice account.

    • Usage Account - Used when you want to view the invoice accounts through which a usage account is billed.

    Note: This field appears when you select the Account-Billing Hierarchy and Account-Settlement Hierarchy option from the Search By list.
    		 No
    Account ID Used to specify the invoice or usage account ID.
    Note: This field appears when you select the Account-Billing Hierarchy and Account-Settlement Hierarchy option from the Search By list.
    		 No
  4. Select the Invoice Account option from the View Option list.
  5. Enter the date and invoice account ID in the respective fields.
  6. Click Search.

    A list of usage accounts which are billed through the invoice account appears in the search results. The Search Results section contains the following columns:

    Column Name Column Description
    Usage Account Indicates the usage account which is billed through the invoice account.
    Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.
    Construct Description Indicates the construct in which the usage account is included.
    Note: It has a link. On clicking the link, the Construct screen appears where you can view the details of the respective construct.
    Selection Criteria Indicates the criteria used to select a set of usage account's charges or adjustments.

Related Topics

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Billing and Settlement Hierarchy screen Billing and Settlement Hierarchy