Template

Template is used to select a set of usage accounts, usage and invoice accounts, billable charges, bill segments, or adjustments based on the criteria. In a template, you can define a SELECT statement to retrieve data from a table or view based on a condition. You can use the bind variables in the where clause (condition), if required. The bind variables must be alphanumeric and prefixed with the Colon (:) symbol. The values for these bind variables are specified while defining an invoice or settlement construct.

You can validate the syntax of the SELECT statement. If the syntax of the SELECT statement is correct, a message appears indicating that the SQL statement was validated successfully. However, if the syntax of the SELECT statement is incorrect, an error message occurs. You need to then correct the SELECT statement accordingly. Otherwise, the system will not allow you to save the template.

You can define the following types of templates:

• Adjustment Selection - Used to select a set of adjustments based on the criteria. You can use these templates in both invoice and settlement constructs.

• Bill Segment Selection - Used to select a set of bill segments based on the criteria. You can use these templates in a settlement construct.

• Billable Charge Selection - Used to select a set of billable charges based on the criteria. You can use these templates in an invoice construct.

• Usage Account Selection - Used to select a set of usage accounts based on the criteria. You can use these templates in an invoice construct.

• Usage and Invoice Accounts Selection - Used to select a set of usage and invoice accounts based on the criteria. You can use these templates in a settlement construct.

You can only use templates which are active while defining or editing an invoice or settlement construct. The Template screen allows you to define and edit a template. You can edit a template even if it is used in any construct. However, any changes made to a template will not be reflected in a construct where the template is already used unless you use the latest template version in the construct. This screen contains the following zone:

• Search Template

Related Topics

Parent topic: Construct