Recalculating additional billing charges using UDF
-
Create a Bill Group for the specific customer by selecting the applicable UDF
string value in the From Field and
specifying a value in the From Value
fields. See Bill Groups
Note: You can also use an existing bill group.For example:
- From Field: UDF string 1
- From Value: EXTRALOAD
- Select the applicable record, for the same customer, on the Activities screen. See Activities.
- Click the Selects tab.
-
Specify the To and From fields.
For example:
- To: UDF string 1
- From: ASN Header UDF2
- Click Save.
- Create a customer contract for the newly created or updated bill group on the Contracts screen. See Contract Records.
- Access the ASN of the customer using the ASN Receipt screen.
-
Specify the required value in the ASN Header
UDF field on the General tab.
Note: This value must be the same as the value specified in the From Value field on the Bill Group screen. For example, specify EXTRALOAD in the ASN Header UDF 2 field.
- Receive, verify and close the ASN. See Verifying and closing an ASN.
- Run the Billing Event Monitor, and Billing Event Billing jobs using the Job List screen. See Running jobs manually.
-
Select the applicable record for the customer and click Recalculate on the Billing Order
History screen. See Recalculating Charges.
Note: The charges are recalculated based on the value specified in the bill group UDF.