Copying a Construct
Instead of creating a construct from scratch, you can create a new construct using an existing construct. This is possible through copying a construct. On copying a construct, all the selection criteria and characteristics are copied to the new construct. You can then edit the details, if required.
Prerequisites
To copy a construct, you should have:
-
Construct (whose copy you want to create) defined in the application
Procedure
To copy a construct:
- Search for the construct in the Construct screen.
-
In the Search Results section, click
the Copy (
) icon in the Copy column corresponding to the construct whose copy you want
to create.
The Construct screen appears. It contains the following sections:
-
Main - Used to specify the basic details for the construct.
-
Characteristics - Used to define the characteristics for the construct.
The Main section contains the following fields:
Field Name Field Description Mandatory (Yes or No) Construct Description Used to specify the description for the construct. Yes Construct Type Indicates the type of construct. The valid values are: -
Invoice
-
Invoice and Settlement
-
Settlement
Not applicable Status Indicates the status of the construct. The valid values are: -
Active
-
Draft
-
Inactive
-
Pending Approval
-
Rejected
Not applicable Effective Start Date Used to specify the date from when the construct is effective. Note:The effective start date cannot be later than the effective end date.
The effective start date of the construct cannot be later than the effective start date of any selection criteria within the construct.
You can either manually specify the date or select it using the Date Picker (
) icon corresponding to the field.Yes Effective End Date Used to specify the date till when the construct is effective. Note:The effective end date cannot be earlier than the effective start date.
The effective end date of the construct cannot be earlier than the effective end date of any selection criteria within the construct.
If the specified effective end date of the construct is later than the effective end date of the selection criteria, the system will automatically update the effective end date of the selection criteria to the effective end date of the construct.
You can either manually specify the date or select it using the Date Picker (
) icon corresponding
to the field.No Template Selection Algorithm Used to specify an algorithm using which the system can determine the eligible billable charge selection templates. Note:The Search (
) icon
appears corresponding to the Template Selection Algorithm field. On clicking the Search icon, the Algorithm Search window appears.Note that you can only specify an algorithm which is created for the Construct Template Codes algorithm entity.
A template selection algorithm is invoked when you execute the BILLOPEN batch. If an algorithm is attached to the Template Selection Algorithm field, the system only executes the criteria defined using the eligible billable charge selection templates while fetching the billable charges for each usage account linked to the construct. However, if an algorithm is not attached to the Template Selection Algorithm field, the system executes all the billable charge selection criteria while fetching the billable charges for each usage account linked to the construct.
No -
- Enter the required details in the Main section.
- Define, edit, or remove characteristics of the construct, if required.
-
Click Save and Next.
The new construct is created in the Draft status. You can now do the following:
-
Add, edit, or remove the usage account selection criteria from the invoice or invoice and settlement construct, if required.
-
Add, edit, or remove the billable charge selection criteria from the invoice or invoice and settlement construct, if required.
-
Add, edit, or remove the usage and invoice accounts selection criteria from the settlement construct, if required.
-
Add, edit, or remove the bill segment selection criteria from the settlement construct, if required.
-
Add, edit, or remove the adjustment selection criteria from the construct, if required.
-
Exclude the usage accounts from the invoice or invoice and settlement construct, if required.
-
Exclude the usage and invoice accounts from the settlement construct, if required.
-
Related Topics
| For more information on... | See... |
|---|---|
| How to search for a construct | Searching for a Construct |
| How to define a characteristic for a construct | Defining a Characteristic for a Construct |
| How to add a usage account selection criteria in an invoice or invoice and settlement construct | Adding a Usage Account Selection Criteria in an Invoice or Invoice and Settlement Construct |
| How to add a usage and invoice accounts selection criteria in a settlement construct | Adding a Usage and Invoice Accounts Selection Criteria in a Settlement Construct |
| How to add a billable charge selection criteria in an invoice or invoice and settlement construct | Adding a Billable Charge Selection Criteria in an Invoice or Invoice and Settlement Construct |
| How to add a bill segment selection criteria in a settlement construct | Adding a Bill Segment Selection Criteria in a Settlement Construct |
| How to add an adjustment selection criteria in a construct | Adding an Adjustment Selection Criteria in a Construct |
| How to exclude a usage account from the invoice or invoice and settlement construct | Excluding a Usage Account from the Invoice or Invoice and Settlement Construct |
| How to exclude a usage or invoice account from a settlement construct | Excluding a Usage or Invoice Account from a Settlement Construct |
| How to edit a usage account selection criteria of an invoice or invoice and settlement construct | Editing a Usage Account Selection Criteria of an Invoice or Invoice and Settlement Construct |
| How to edit a usage and invoice accounts selection criteria of a settlement construct | Editing a Usage and Invoice Accounts Selection Criteria of a Settlement Construct |
| How to edit a billable charge selection criteria of an invoice or invoice and settlement construct | Editing a Billable Charge Selection Criteria of an Invoice or Invoice and Settlement Construct |
| How to edit a bill segment selection criteria of a settlement construct | Editing a Bill Segment Selection Criteria of a Settlement Construct |
| How to edit an adjustment selection criteria of a construct | Editing an Adjustment Selection Criteria of a Construct |
| How to remove a usage account selection criteria from an invoice or invoice and settlement construct | Removing a Usage Account Selection Criteria from an Invoice or Invoice and Settlement Construct |
| How to remove a usage and invoice accounts selection criteria from a settlement construct | Removing a Usage and Invoice Accounts Selection Criteria from a Settlement Construct |
| How to remove a billable charge selection criteria from an invoice or invoice and settlement construct | Removing a Billable Charge Selection Criteria from an Invoice or Invoice and Settlement Construct |
| How to remove a bill segment selection criteria from a settlement construct | Removing a Bill Segment Selection Criteria from a Settlement Construct |
| How to remove an adjustment selection criteria from a construct | Removing an Adjustment Selection Criteria from a Construct |
| How to edit the details of an excluded usage account in the invoice or invoice and settlement construct | Editing the Details of an Excluded Usage Account in the Invoice or Invoice and Settlement Construct |
| How to edit the details of an excluded usage or invoice account in a settlement construct | Editing the Details of an Excluded Usage or Invoice Account in a Settlement Construct |
| How to remove the excluded usage account from the invoice or invoice and settlement construct | Removing the Excluded Usage Account from the Invoice or Invoice and Settlement Construct |
| How to remove the excluded usage or invoice account from a settlement construct | Removing the Excluded Usage or Invoice Account from a Settlement Construct |