Viewing Billing Plan Line Details

In this topic, you will learn how to view the billing plan line details for a customer.

Steps:

1. Begin by navigating to the Define Billing Plan page.

    

   Click the Main Menu button.

   Step 1

2. Click the Customer Contracts menu.

   Step 2

3. Click the Schedule and Process Billing menu.

   Step 3

4. Click the Define Billing Plan menu.

   Step 4

5. Click in the Business Unit field.

   Step 5

6. Enter the desired information into the Business Unit field.

    

   Enter "USCSP".

   Step 6

7. Click in the Contract field.

   Step 7

8. Enter the desired information into the Contract field.

    

   Enter "CON0000004".

   Step 8

9. Click the Search button.

   Step 9

10. Use the Billing Plan General page to enter high-level billing information for a billing plan.

    Step 10

11. Bill Types differ based on Contract Type:

     

       * CSP is used for Cost Reimbursable contracts.

       * FXD is used for Fixed Contracts.

       * LOC is used for Sponsored contracts.

       * PRE is used for Prepaid Bills.

    Step 11

12. Click the Billing Plan Lines tab.

    Step 12

13. Use the Billing Plan Lines page to create billing plan lines. You can create billing plan lines until the bill plan is marked "In Progress". Once the billing plan is marked "In Progress", the system allows no changes to the bill plan lines.

    Step 13

14. Use the scrollbar to view additional information on the page.

    Step 14

15. Click the View Details link.

    Step 15

16. Use the Billing Plan Line Details page to view the bill plan lines that you defined for this bill plan ID. On this page, you can adjust the description that appears on the invoice for each bill plan line that you created for this bill plan ID.

    Step 16

17. Click the OK button.

    Step 17

18. Click the Home link to begin a new navigation.

    Step 18

Congratulations, you have successfully learned how to view billing plan line details.

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