Copying a Billing Preference

Instead of creating a billing preference from scratch, you can create a new billing preference using an existing billing preference. This is possible through copying a billing preference. On copying a billing preference, the details including the attributes are copied to the new billing preference. You can then edit the details, if required.

Prerequisites

To copy a billing preference, you should have:

  • Billing preference (whose copy you want to create) defined in the application

  • Bill cycles and bill periods defined in the application

  • Values defined in the MAP_​ENTITY_​FLG lookup field

Procedure

To copy a billing preference:

  1. Search for the billing preference in the Field Mapping screen.
  2. In the Search Results section, click the Duplicate (The Duplicate Icon) icon in the Duplicate column corresponding to the billing preference whose copy you want to create.

    The Field Mapping screen appears. It contains the following sections:

    • Main - Used to specify basic details of the billing preference. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      Preference Used to specify the billing preference. Yes
      Description Used to specify the description for the billing preference. Yes
      Detailed Description Used to specify additional information about the billing preference. No
      Status Used to indicate the status of the billing preference. The valid values are:

      • Active

      • Inactive

      		 Yes
      Preference Category Indicates the category to which the preference belongs. The valid value is:

      • Billing

      		 Not applicable

    • Preference Settings - Used to set the attributes in the billing preference. It contains the following fields in a grid:

      Field Name Field Description Mandatory (Yes or No)
      Attribute Used to indicate the attribute which you want to set in the billing preference. The valid values are:

      • Bill Cycle - Used when you want to derive the bill cycle from the billing preference.

      • Bill Period - Used when you want to derive the bill period from the billing preference.

      • Skip Months - Used when you want to set the skip months in the billing preference.

      		 Yes (Conditional)
      Note: This field is required while setting an attribute in the billing preference.
      Value Used to specify the attribute value. The attribute value that you can specify varies depending on the attribute you want to set in the billing preference:
      If the attribute is set to... Then, this field is...
      Bill Cycle Used to specify the bill cycle.
      Note: The list includes only those bill cycles which are already defined in the system.
      Bill Period Used to specify the bill period.
      Note: The list includes only those bill periods which are already defined in the system.
      Skip Months Used to specify the month for which you want to skip the billing. The valid values are:

      • Jan

      • Feb

      • Mar

      • Apr

      • May

      • Jun

      • Jul

      • Aug

      • Sep

      • Oct

      • Nov

      • Dec

      Note: You can specify one or more skip months in a billing preference which may be continuous or non-continuous. However, you cannot skip all 12 months in a billing preference.
      		Yes (Conditional)
      Note: This field is required while setting an attribute in the billing preference.
      Entity Type Used to indicate the type of entity for which the attribute is applicable. The valid values are:

      • Account

      • Billable Charge

      Note: At present, this data is stored for informational purposes only and is not considered in the business logic. If required, you can add more entity types to the MAP_​ENTITY_​FLG lookup field.
      		 No
      Note: While defining a billing preference, you must set at least one attribute in the billing preference.
    Tip: Alternatively, you can copy a billing preference by clicking the Duplicate button in the Field Mapping zone.
  3. Enter the required details in the Main section.
  4. Define, edit, or remove the attribute from the billing preference, if required.
  5. Click Save.
    The new billing preference is defined.

Related Topics

For more information on... See...
How to search for a billing preference Searching for a Billing Preference
Field Mapping zone Field Mapping