Including Billable Charges in a Construct

While defining a construct, you need to indicate the billable charges that you want to bill through an invoice account. You can use an existing invoice account. The system allows you to select a set of billable charges based on the criteria using the billable charge selection template.

Prerequisites

To include billable charges in a construct, you should have:

  • Billable charge selection templates defined in the application

  • Invoice account defined in the application (in case you want to use an existing invoice account)

Procedure

To include billable charges in a construct:

  1. Ensure that the Include Billable Charges zone is expanded while adding billable charges to a construct on the Construct screen.
  2. Click the Add Include Billable Charges link at the top-right side of the Include Billable Charges zone.
    The Selection Criteria screen appears. It contains the following fields:
    Field Name Field Description Mandatory (Yes or No)
    Effective Start Date Used to specify the date from when the billable charges in a 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 billable charges in a 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.

    The effective end date of the selection criteria cannot be later than the effective end date of the construct.

    		 Yes
    Priority Used to specify the priority of a billable charges. Yes
    Template Used to indicate the template that defines which billable charges are included in the construct.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Template Search window appears.
    		 Yes
    Invoice Account ID Used to specify the invoice account to which the selected billable charges are billed.
    Note: The Search (The Search Icon) icon appears corresponding to this field. On clicking the Search icon, the Account Search window appears.
    		 Yes
    Criteria Description Used to specify the description for the billable charges selection. No
    Sequence No. Displays the sequence of bind variable execution if multiple variables are defined. Not Applicable
    Bind Variable Displays the bind variable (which is used in the where clause). Not Applicable
    Value Used to specify the value for the bind variable. Yes
  3. Enter the required details and click Save.
  4. If you want to include more than one billable charges, click Save and Add New button in the Selection Criteria screen and repeat step 3.
    The Usage And Invoice Accounts are included in the construct.

Related Topics

For more information on... See...
Include Billable Charges zone Include Billable Charges
Construct screen Construct (Used for Viewing)