Viewing Billing Plans

In this topic, you will learn how to review billing plans by viewing the Billing Management pages.

Steps:

1. Begin by navigating to the Plans page.

    

   Click the Main Menu button.

   Step 1

2. Click the Customer Contracts menu.

   Step 2

3. Click the Review Billing menu.

   Step 3

4. Click the Plans menu.

   Step 4

5. Click in the Business Unit field.

   Step 5

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

    

   Enter "USCSP".

   Step 6

7. Click in the Contract field.

   Step 7

8. Enter the desired information into the Business Unit Required field.

    

   Enter "CON0000004".

   Step 8

9. Click the Search button.

   Step 9

10. Use the Review Billing - Plans page to view billing plan activity or update plan status, for both pending and billed amounts, for any cross-section of the Contracts system.

    Step 10

11. Select one or more rows to update the status for the billing plan to "Pending", "Ready", or "Reversal in Progress". Depending on your selection in the Update Plans group box below, when you click the Update Plan Status button, the system updates the status of the billing plan.

    Step 11

12. Click the Billing Financial Information object.

    Step 12

13. Use the Billing Financial Information tab to view financial data.

    Step 13

14. Click the B101 link.

    Step 14

15. The Billing Plan General page defines the high-level billing information for a billing plan. The system associates the information that you define on this page with all billing lines that you create under this billing plan. This information is then sent to Billing.

    Step 15

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

    Step 16

17. Click the Return to Billing Plan Management link.

    Step 17

Congratulations, you have successfully learned how to review billing plans by viewing the Billing Management pages.

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