In this topic, you will learn how to review billing events.
Steps:
Begin by navigating to the Events page.
Click the Main Menu button.
Step 1Click the Customer Contracts menu.
Step 2Click the Review Billing menu.
Step 3Click the Events menu.
Step 4Use the fields in the Search Criteria group box to filter your search results by entering specific values in these fields. If you leave all fields blank, the search returns all billing plans for all active contracts within your system.
Step 5Click in the Business Unit field.
Step 6Enter the desired information into the Business Unit field.
Enter "USCSP".
Step 7Click the Contract lookup button.
Step 8Click the CON0000019 link.
Step 9Click the Search button.
Step 10Use the Review Billing - Events page to:
* View amounts by event that have been billed to date and are pending.
* Inquire on the status of billing events.
* Place billing plan events on hold, update event statuses, and navigate to more detailed information.
* Reverse billing for billing plan events.
Step 11Use the scrollbar to view additional information on the page.
Step 12Select the option to update the status for the billing event to "Pending", "Ready", or "Reversal Initiated".
Depending on your selection in the Update Events group box, when you click the Update Event Status button, the system updates the status of the billing event.
Step 13The event status for each row in the Search Results region of the page can be changed from "Ready" to "Pending" or from "Pending" to "Ready".
You can update the status of multiple billing plan events at the same time by selecting the new status (either "Pending" or "Ready"), selecting the appropriate events and clicking the Update Event Status button.
The event status works in conjunction with the billing plan status to control when the amounts that you associated with an event are ready to bill.
Step 14Click the Billing Financial Information object.
Step 15Review the details of the Billing Financial Information section.
Step 16Congratulations, you have successfully learned how to review billing events.