Adding a Usage Account Selection Criteria in an Invoice or Invoice and Settlement Construct

While defining a construct, you need to indicate the persons and their usage accounts for which you want to define the construct. The system allows you to select a set of usage accounts based on the criteria using the account selection template. You need to ensure that all usage and invoice accounts in the construct should have the same bill cycle. Otherwise, erroneous results might occur.
Note: One usage account can belong to only one active construct and not to multiple active constructs at the same time.

Prerequisites

To add a usage account selection criteria in an invoice or invoice and settlement construct, you should have:

  • Persons, usage accounts, and account selection templates defined in the application

Procedure

To add a usage account selection criteria in an invoice or invoice and settlement construct:

  1. Ensure that the Include Usage/Invoice Accounts zone is expanded when you are adding, editing or removing usage account selection criteria of an invoice or invoice and settlement construct on the Construct screen.
  2. Click the Add Include Usage/Invoice Accounts link at the top-right side of the Include Usage/Invoice Accounts 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 usage account 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 usage account 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 an usage account. Yes
    Template Used to indicate the template that defines which usage accounts 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.

    The criteria in the template should be associated for the required template.

    		Yes
    Criteria Description Used to specify the description for the usage account 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 add more than one usage account selection criteria of an invoice or invoice and settlement construct, click Save and Add New button in the Selection Criteria screen and repeat step 3.
    The usage account selection criteria of an invoice or invoice and settlement construct is added.

Related Topics

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