Copying an Invoice Request Type

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

Prerequisites

To copy an invoice request type, you should have:

  • Invoice request type (whose copy you want to create) defined in the application.

  • Invoice request business objects defined in the application.

  • Date calculation algorithm defined using the C1-INVREDTCA algorithm type.

  • Required To Do role assigned to the C1-INVRA and C1-INVRS To Do types in the application

Procedure

To copy an invoice request type:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select I and then click Invoice Request Type.
    A sub-menu appears.
  3. Click the Search option from the Invoice Request Type sub-menu.
    The Invoice Request Type screen appears.
  4. In the Request Type List zone, click the Duplicate (The Duplicate Icon) icon in the Duplicate column corresponding to the invoice request type whose copy you want to create.

    The Invoice Request Type screen appears. It contains the following sections:

    • Main - Used to specify basic details about the invoice request type. It contains the following fields:

    • Characteristics - Used to define the characteristics for the invoice request type.

    Field Name Field Description Mandatory (Yes or No)
    Invoice Request Type Used to specify the invoice request type. Yes
    Business Object Indicates the business object using which you are defining the invoice request type. Not applicable
    Description Used to specify the description for the invoice request type. Yes
    Invoice Request Business Object Used to indicate the business object using which you want to create an invoice request. The valid values are:

    • Invoice Request - Regular Bill Generation

    • Invoice Request - Trial Bill Generation

    		 Yes
    Detailed Description Used to specify additional information about the invoice request type. No
    Status Used to indicate the status of the invoice request type. The valid values are:

    • Active

    • Inactive

    		 Yes
    Invoice Mode Used to indicate the mode of the invoice request type. The valid values are:

    • Manual

    • Automatic

    Note: The automatic mode is not supported while creating an invoice request type for the financial services domain.
    		 Yes
    Bill Generation Type Used to indicate the bill generation type, using which an invoice request should be created. The valid values are:

    • Regular

    • Trial

    Note: If Automatic option is selected from the Invoice Mode list, this field is disabled, and by default, is set to Regular.
    		 Yes
    Defer Processing Billable Charge Count Used to specify the count which helps to determine whether an invoice request must be processed in the deferred mode (i.e. in the background) or in real time (i.e. immediately). If the number of billable charges created for the bills which are selected in the invoice request exceeds the defer processing billable charge count, the system processes the invoice request in the deferred mode. However, if the number of billable charges created for the bills which are selected in the invoice request does not exceed the defer processing billable charge count, the system processes the invoice request in real time (i.e. immediately).
    Note:

    You cannot specify a negative value in this field.

    Deferred mode means in the background when the Generic Request Periodic Monitor (C1-GENRQ) batch is invoked. You can configure the Generic Request Periodic Monitor (C1-GENRQ) batch such that it is executed at regular intervals. For more information about the Generic Request Periodic Monitor (C1-GENRQ) batch, refer to Oracle Revenue Management and Billing Batch Guide.

    This field appears when the Manual option is selected from the Invoice Mode list, and Regular option is selected from the Bill Generation Type list.

    If you set the defer processing billable charge count to zero (0), the system resets the default value to 500.

    		 No
    Date Calculation Algorithm Used to indicate the algorithm using which the date should be calculated while adding a bill in an invoice request.
    Note:

    The Search The Search Icon icon appears corresponding to the Date Calculation Algorithm field. On clicking the Search icon, the Algorithm Search window appears.

    On specifying the date calculation algorithm, the description of the date calculation algorithm appears corresponding to the Date Calculation Algorithm field.

    You can specify the date calculation algorithm when the Invoice Mode is selected as Automatic.

    		 Yes (Conditional)
    Note:

    This field is required when Invoice mode is Automatic.
    Invoice Request Approval Required Used to indicate whether approval is required while invoicing bills through an invoice request.
    Note: This field appears when the Automatic option is selected from the Invoice Mode list.
    		 No
    Approval To Do Type Used to indicate that the To Do entry of the specified To Do type must be created when an invoice request is submitted for approval.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Approval To Do Type field. On clicking the Search icon, the To Do Type Search window appears.

    On specifying the To Do type, the description of the To Do type appears corresponding to the Approval To Do Type field.

    This field appears when the Approval Required option is selected.

    The C1-INVRA To Do type is shipped with the product. You can use the C1-INVRA To Do type or a custom To Do type, if required.

    		 Yes (Conditional)
    Note: This field is required when the Approval Required option is selected.
    Approval To Do Role Used to indicate that users with the specified To Do role can only approve an invoice request which is submitted for approval.
    Note:

    The list includes only those To Do roles which are associated with the approval To Do type.

    This field appears when the Approval Required option is selected.

    		 Yes (Conditional)
    Note: This field is required when the Approval Required option is selected.
    Submitter To Do Type Used to indicate the submitter To Do type. At present, the submitter To Do type is not used to create To Do entry when the approver rejects an offset request. It is only used to fetch the roles associated with the submitter To Do type.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Submitter To Do Type field. On clicking the Search icon, the To Do Type Search window appears.

    On specifying the To Do type, the description of the To Do type appears corresponding to the Submitter To Do Type field.

    The C1-INVRS To Do type is shipped with the product. You can use the C1-INVRS To Do type or a custom To Do type, if required.

    		 Yes (Conditional)
    Note:

    This field is required when the Approval Required option is selected.
    Submitter To Do Role Used to indicate that users with the specified To Do role cannot approve an invoice request which is submitted for approval.
    Note: The list includes only those To Do roles which are associated with the submitter To Do type.
    		 Yes (Conditional)
    Note:

    This field is required when the Approval Required option is selected.

    Once it is defined and saved, it cannot be changed as it is linked to request(s) which are under processing.
    Wait Days Used to indicate the threshold days before which no other invoice request for any bill generation process will be initiated.
    Note: By default, the value displayed for wait days is 0.
    		 No
    Tip: Alternatively, you can copy an invoice request type by clicking the Duplicate button in the Invoice Request Type zone.
  5. Enter the required details in the Main section.
  6. Define, edit, or remove characteristics of the invoice request type, if required.
  7. Click Save.
    The new invoice request type is defined.

Related Topics

For more information on... See...
Invoice Request Type screen Invoice Request Type
Invoice Request Type List zone Invoice Request Type List
Invoice Request Type zone Invoice Request Type
How to define a characteristic for an invoice request type Defining a Characteristic for an Invoice Request Type