Bill Runs
A cycle billed in four steps: preview, review the exceptions, approve (somebody other than who previewed it), post to the receivable.
Where to find it
- Module: CRM
- Group: Utilities
- Section: Utility Billing
- Screen: Bill Runs
Address in the console: /crm/util-bill-runs
List · 12 columns · 6 fields on its form · 4 of them required · 5 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Run | Code | run_no |
| Cycle | Code | cycle_code |
| From | Date | period_start |
| To | Date | period_end |
| Bill date | Date | bill_date |
| Due | Date | due_date |
| Bills | Number | bill_count |
| Exceptions | Number | exception_count |
| Total | Amount | total_amount |
| Status | Status | status |
| Previewed by | Text | prepared_by_name |
| Approved by | Text | approved_by_name |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Billing cycle required | Choice | Looked up from existing records | |
| Service from required | Date | ||
| Service to required | Date | ||
| Bill date required | Date | ||
| Due date | Date | Blank: the cycle's due days after the bill date. | |
| Notes | Long text |
What you can do here
Preview primary
Review the bills
Approve
Asks for confirmation: Approve this bill run? Every bill that is not held will be posted with it.
Post to the receivable
Asks for confirmation: Post every approved bill as an AR invoice? This cannot be undone except by cancelling bills one by one.
Cancel
Asks for confirmation: Cancel this run and throw its draft bills away?
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.