Prerequisites

To setup the mass billable charge creation feature for the financial services business, you need to do the following:

• Define the required upload request type where the upload request business object is set to C1-BillableChargeUploadRequest.

• Assign the C1-BCUR To Do type to a To Do role whose users must receive a To Do while submitting a billable charge creation upload request for approval.

• Define the required characteristic types where the characteristic entity is set to Upload Request Type.

• Define the required characteristic types where the characteristic entity is set to Upload Request.

• Define the required foreign key reference for billable charge (if not available) in the system.

• Define the status reasons for the Canceled and Rejected statuses of the C1-BillableChargeUploadRequest business object in the Status Reason screen.

• Define the required account identifier types, charge types, bill periods, invoice frequencies, currencies, distribution codes, price items, and SQIs in the system.

• Define the required pricing parameters where the source entity is set to Transaction.

• Associate the required pricing parameters with the price items in the system.

• Define the pricing for the required price item and price item parameters combinations in the system.

• Define the required exchange rates in the system.

• Set the Multi Price Parameter option type of the C1_​PPARM_​FLG feature configuration is set to TRUE.

• Define the required characteristic types where the characteristic entity is set to Billable Charge.

• Set the batch control type of the Upload Request Periodic Monitor (C1-UPLRQ) batch to Timed and define the following attributes:

  • Time Interval

  • Timer Active

  • User ID

  • Batch Language

  • Email Address

  For more information about this batch, see Oracle Revenue Management and Billing Batch Guide.

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