Creating a CDR bill run

  1. Select Billing > Bill > Create Bill Run.
  2. Specify this information:
    Run Type
    Select CDR.
    Bill Type
    Specify the type of bill that you're generating.
    Bill Date
    Specify the bill date for the bills in the run.
    Due Date
    Specify the date the bills generated in the run will be due.
    CDR Product
    Optionally, select the CDR module for which you are creating bills.
    CDR Type
    Optionally, specify the application, case, or license type for which you are creating bills.
    CDR Milestone
    Optionally, specify a milestone of the specified application, case, or license type. Only applications, licenses, or cases that are at the specified milestone will be billed.
    Post Bills
    Select this check box if you want to post the bills to the associated accounts. To post bills, Infor Public Sector creates transactions for all line items. Bills can no longer be recalculated after they are posted, so you may want to delay posting the bills so you can review them and make any necessary corrections.
    Output Bills
    Select this check box if you want to create the bill output file that is used to print the bills or transmit them electronically.
  3. Optionally, specify parameters to select the accounts to be billed.
    You can specify parameters such as an account class or a billing status. You can also select the Use Pre-selected Accounts check box to create bills for all accounts that have been pre-selected.
  4. Under Occurrence, select Immediately if you want the bill run to start right away, or select Scheduled to schedule the bill run for later.
  5. If you selected Scheduled, specify the date and time you want the bill run to start.
  6. When you're ready to initiate the bill run, click Generate Generate button.
    A dialog box is displayed saying that the bill run was successfully scheduled for the present time or, if you selected Scheduled, for the date and time specified.
  7. Click Close to close the dialog box.
    Infor Public Sector shows information on the progress of the bill run at the bottom of the page, such as the current status and the number of bills processed so far. While the bill run is in progress, you can click the Refresh button to update the text under Refresh Progress Status with the most current information.