Automatic Regular Bill Generation Invoice Request

To enable the automatic invoice request creation feature for the direct billed group membership business, you need to attach the following algorithms:

You can create a single or different invoice request type for each direct billed group membership event (such as, activation, termination, reinstatement, or cancelation) depending on the wait days you want to configure for the respective event.

Before automatically creating an invoice request for the account of a direct billed group membership, the system validates whether the direct billed group membership is eligible for the invoice request creation. If the direct billed group membership is eligible for the invoice request creation, the system determines the account to which the direct billed group membership should be billed using the Account Identifier Type and Account Identifier Value characteristics which are defined on the direct billed group membership. While fetching the characteristics, the system considers the characteristic types which are specified in the Account Identifier Type Char Type and Account Identifier Value Char Type option types of the C1-ASOBLLNG feature configuration. If the above two characteristics are not defined for a direct billed group membership, the system checks whether the billing arrangement characteristic is defined on the direct billed group membership. The system considers the characteristic type which is specified in the Billing Arrangement option type of the C1-ASOBLLNG feature configuration. If the billing arrangement characteristic is defined on the direct billed group membership, the system checks whether the characteristic value is set to DRCT (i.e., Direct Billing). If so, the system derives the financially responsible person’s account from the system. However, if the billing arrangement characteristic is not defined on the direct billed group membership or if its characteristic value is not set to DRCT (i.e., Direct Billing), the system will not create the invoice request for the account.

When you execute the BILLOPEN batch with the Off Cycle Switch parameter set to Y, the system checks whether the account that meets the search criteria is included in any invoice request which is in the Defer Processing Batch status. If the account is included in the invoice request, the system checks whether the processing date of the invoice request is earlier than or equal to the batch business date. If the processing date is earlier than or equal to the batch business date, the system checks whether the pending bill already exists for the account. If the pending bill does not exist for the account, the system checks whether the cutoff date is later than the bill after date. If cutoff date is later than the bill after date, the system checks whether the accounting calendar is open for the accounting date. If the accounting calendar is open for the accounting date, the system creates the adhoc regular bill for the account in the Pending status. When you execute the BSGENREG batch with the Off Cycle Switch parameter set to Y, the system creates the bill segments for the adhoc regular bill. When you execute the POSTPROC batch with the Off Cycle Switch parameter set to Y, the system creates the post-processing bill segments (if any) and completes the adhoc regular bill of the account. Finally, the status of the invoice request is changed to Processed.

However, if the pending bill exists for the account, or if the cutoff date is earlier than or equal to the bill after date, or if the accounting calendar is not open for the accounting date, or if an error occurs while creating adhoc regular bill or its bill segments, or if a To Do is generated for the bill review, the status of the invoice request is changed to Error. The system enables you to move such erroneous invoice request back to the Draft status.