Editing Billing Accounts on a Service Request
You can add billing accounts, premises, and service points to a service request to ensure that the details of the request are associated with the correct entities.
For additional information about viewing or editing service requests in Oracle Fusion Service, see Service Requests in the Using Service Center in the Redwood Experience Guide
To add, edit, or remove billing accounts, premises, or service points to a service request, use one of the following methods to access the Edit Billing Accounts page.
From Account 360
- Accessing the service request you want to edit on the Service tab of Account 360.
- Click the Edit Billing Accounts link in the Action column.
- The system opens the <Service Request Title>: Billing Accounts form in Oracle Fusion Service.
- If there are cases associated with any of the billing accounts, the Cases card at the top of the screen displays a number. To view a case, expand the billing account associated with the case, and then click the View action to the right of the case record. See Managing Cases in the Business User Guide associated with your CIS, which is available in the Oracle Utilities Help Center.
- Complete the steps listed in the next task and then use your browser Back button to return to Account 360.
From a Service Request in Oracle Fusion Service
- Access the service request in Oracle Fusion Service.
- Using the Smart Action bar at the top of the screen, type and then select Edit Billing Accounts.
- Complete the steps listed in the next task, save your changes, and then return to the service request.