Researching and Updating Non-Invoiced Bill Lines

In this topic, you will learn how to search for a bill and update the bill lines.

For this example, you will apply a discount to a specific bill line.

Steps:

1. Begin by navigating to the Lines Not Invoiced page.

    

   Click the Main Menu button.

   Step 1

2. Click the Billing menu.

   Step 2

3. Click the Locate Bills menu.

   Step 3

4. Click the Lines Not Invoiced 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 the Search button.

   Step 7

8. Click the GRC-000003-RMB link.

   Step 8

9. Use the Lines Not Invoiced page to refine bill line search criteria.

   Step 9

10. Click the Select option.

    Step 10

11. Click the Discount/Surcharge link.

    Step 11

12. Use the Disc/Surcharge page to view and enter discount and surcharge information.

    Step 12

13. Use the Level field to specify the level of discount that you want to apply to a bill or bill line.

     

    Enter the desired information into the Level field.

     

    Enter "1".

    Step 13

14. Use the ID field to enter a name for the regular discount that customers will receive. In this case, the customer will receive a 2% discount.

     

    Enter the desired information into the ID field.

     

    Enter "CST-001".

    Step 14

15. Click the Express Entry link.

    Step 15

16. Use the Billing General page to specify bill header information including data about:

     

    * Where the bill came from.

    * Where the bill is going.

    * When the bill will be sent to the customer.

    * How the bill should be formatted.

    Step 16

17. Having applied the discount to bill lines, the bill status is "RDY" (Ready).

    Step 17

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

    Step 18

19. Click the Save button.

    Step 19

20. Next, verify that the discount has been applied to the bill lines.

     

    Click the Line Search link.

    Step 20

21. Click the Line Amounts object.

    Step 21

22. Notice that a discount has been applied to the bill lines.

    Step 22

Congratulations, you have successfully learned how to search for a bill and update the bill lines.

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