Excluding a Usage Account from the Invoice or Invoice and Settlement Construct

The system will determine the usage accounts based on the criteria defined in the Exclude Usage Accounts section. There might be situations when you do not want to include all usage accounts that satisfy the criteria in the construct. In such cases, you can list the usage accounts that should be excluded from the construct.

Procedure

To exclude a usage account from the invoice or invoice and settlement construct:

  1. Ensure that the Exclude Usage/Invoice Accounts zone is expanded when you are excluding a usage account from the invoice or invoice and settlement construct on the Construct screen.
  2. Click the Add Exclude Usage/Invoice Accounts link at the top-right corner of the Exclude Usage/Invoice Accounts zone.
    The Exclude Usage Accounts screen appears. It contains the following fields:
    Field Name Field Description Mandatory (Yes or No)
    Effective Start Date Used to specify the date from which the usage account is excluded from the construct.
    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 usage account is excluded from the construct.
    Note:

    You can either manually specify the date or select it using the Date Picker (The Date Picker Icon) icon corresponding to the field.

    The effective end date of the exclude usage account cannot be later than the effective end date of the construct.

    		 Yes
    Account ID Used to specify the usage account that should be excluded from the construct.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Account Search window appears.
    		 Yes
  3. Enter the required details in the Exclude Usage Accounts screen.
  4. If you want to exclude more than one usage account from the invoice or invoice and settlement construct, click the Add (The Add Icon) icon and then repeat the step 3.
    Note: However, if you do not want a usage account from the invoice or invoice and settlement construct to be excluded, click the Delete (The Delete Icon) icon corresponding to the excluded usage account from the invoice or invoice and settlement construct.
  5. Click Save.
    The usage account from the invoice or invoice and settlement construct are excluded.

Related Topics

For more information on... See...
Exclude Usage/Invoice Accounts zone Exclude Usage/Invoice Accounts
Construct screen Construct (Used for Searching)