Editing a Construct

You can only edit a construct in the Draft or Pending Approval status. If a bill is already generated through a construct and it is in the Pending status, you cannot edit the details of the construct. You can only edit the effective to date of a construct when all bills generated through the construct are in the Completed status. The effective to date must be later than the last completed bill's bill date. Otherwise, the system will not allow you to edit the effective to date of the construct.

Procedure

To edit a construct:

  1. Click the Menu link in the Application toolbar.
    A list appears.
  2. From the Main menu, select Billing Management and then click Construct.
    A sub-menu appears.
  3. Click on Search option from the sub-menu.
    The Construct screen appears.
  4. Search for a construct in the Construct screen.
  5. In the Search Results section, click the Edit (The Edit Icon) icon in the Edit column corresponding to the Construct ID whose details you want to edit.

    The Construct screen appears. It consists of the following tabs:

    • Main - Used to specify basic details about the template.

    • Characteristics - Used to define the characteristics for the template.

    The Main tab contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Construct ID Displays the unique identifier of a construct. Not applicable
    Construct Description Used to specify the description for the new construct. Yes
    Construct Type Indicates the type of the construct. Not applicable
    Status Indicates the status of the construct. Not applicable
    Effective Start Date Used to specify the date from when the construct is effective.
    Note: You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.
    		 Yes
    Effective End Date Used to specify the date till when the construct is effective.
    Note: You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) 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 (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Algorithm Search window appears where you can search for the respective algorithm.
    		 No
  6. Modify the details in the Main sections, if required.
  7. Define, edit or remove characteristics of the construct, if required.
  8. Click Save and Next.

Related Topics

For more information on... See...
How to search for a construct Searching for a Construct
How to include usage accounts in a construct Including Usage Accounts in a Construct
How to exclude usage accounts from a construct Excluding Usage Accounts from a Construct
How to include billable charges in a construct Including Bill Segments in a Construct
How to include adjustments in a construct Including Adjustments in a Construct