Searching for Duplicate Bill Segments

Duplicate bill segments are those bill segments which meet the following conditions:

  • The status of the bill segments is set to Frozen.

  • The Show on Bill flag on the bill segments is set to True.

  • The membership and price item combination for which the bill segments are created is same.

  • The bill segments have either same or overlapping date range.

Procedure

To search for duplicate bill segments:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, click H and then click Health Check.
    The Health Check screen appears.
  3. Expand the Duplicate Entity zone.
  4. Select the Bill Segment option from the Entity list.
  5. Select the date range to retrieve the bill segments which are duplicate within the given period.
    Note: The specified date range should not exceed one year. For example, if the start date is 01-01-2025, then the end date cannot be later than 12-31-2025.
  6. Click Search.

    The search results appear based on the specified search criteria. The Search Results section contains the following columns:

    Column Name Column Description
    Bill Segment Displays information about the bill segment. In addition, a context menu (The Context Menu Icon) icon appears corresponding to this field which helps in navigating to other screens in the application.
    Note: It has a link. On clicking the link, the Bill Segment screen appears where you can view the details of the respective bill segment.
    Membership Indicates the group or individual membership for which the bill segment is created.
    Note: It has a link. On clicking the link, the Membership screen appears where you can view the details of the respective membership.
    Start Date Displays the start date of the bill segment.
    End Date Displays the end date of the bill segment.
    Price Item Indicates the price item for which the respective billable charge is created.
    Note: It has a link. On clicking the link, the Price Item screen appears where you can view the details of the respective price item.
    Current Amount Displays the bill segment amount.
    Note: Pagination is used to display limited number of records in the Search Results section. You can use the navigation links, such as Previous and Next to navigate between pages. Note that the navigation links appear in the Search Results section only when the records in the search results exceed 20.

Related Topics

For more information on... See...
Duplicate Entity zone Duplicate Entity