Adding a line item to a bill type

Before you can add line items to a bill type, you must first create the line item types using Line Item Setup. Line items are defined separately from bill types so that you can use the same line item setups across multiple bill types.

  1. Select Billing > Setup > Billing > Bill Type.
  2. Right-click an existing bill type in the Bill Type Setup tree and select Update Bill Type Setup.
  3. Select the Line Items tab.
  4. Click Add above the LINE ITEMS grid.
  5. Select the line item you want to add to the bill type and click Select.
  6. Specify this information:
    Define Pay Order
    Click this link to change the pay order of the line items in the grid.

    The pay order indicates the order in which payment funds are applied to the line items in a bill type. By default, Infor Operations and Regulations sets the pay order of line items based on the order in which they're added to the bill type. When you click Define Pay Order, the bill's line items are displayed in a grid, where you can reorder them. Note that the grid includes both principal and penalty entries for each line item, where you can set the pay order for principal and penalty charges separately.

    Define Print Order
    Click this link to change the print order of the line items in the grid.

    Print order indicates the order in which the line items associated with a bill type are displayed on printed bills. By default, each line item's print order is set to 0. When you click Define Print Order, a dialog box is displayed with two grids: Unassigned Print Order and Assigned Print Order. Use the arrow keys to move selected line items between the grids, and change the order of the line items by reordering them in the Assigned Print Order grid.

    Define Calculation Order
    Click this link to specify bill run calculation order for non-expired line item setups.