5701: Billing Management v2024.4.1

Lesson Objectives

After completing this lesson, you will be able to describe the purpose of Billing Management and list its features.

Lesson Objectives

After completing this lesson, you will be able to recognize a few terms and concepts used in Billing Management.

Lesson Objectives

• Describe the functionality of the navigation pane in Billing Management.
• Explain the process of using the Find Screen option to locate essential pages.

Lesson Objectives

• Use the Dashboard feature to view and manage individual cards.
• Interpret the purpose and functionality of the Dashboard within the Billing Management application.

Lesson Objectives

• Explain how to access UI elements to query records.
• Explain how Navigators are used to manage contracts, invoices, and transactions.
• Describe the steps to manage media files.

Lesson Objectives

• Explain Global Function Access permissions.
• Explain User Group Function Access permissions.
• Compare similarities and differences between the Global and Group tabs of the Global Function Access permissions.

Lesson Objectives

Explain the invoice generation workflow.

Lesson Objectives

• Configure clients and their details.
• Describe how to add a source and system from where the required data is fetched.
• Maintain owners, sites, and users.
• Configure a client group and site group.

Lesson Objectives

• Define Data Architecture Manager.
• Describe Metadata Manager.
• Define Metadata Attribute.

Lesson Objectives

• Explain fiscal calendars.
• Create blanket and commercial contracts.
• Add contract terms.

Lesson Objectives

• Define rule types.
• Define rule linking.
• Explain rule grouping.
• View, add, edit, and delete rules.
• Add process, price, and invoice rules.
• Link rules to terms and invoice groups.

Lesson Objectives

• Explain the data flow.
• Define base, process, and price transactions.
• Explain invoice and report generation.
• Add a base transaction.
• Duplicate a base transaction.

Lesson Objectives

• Explain the various functionalities within the Scheduler page.
• List the different panes of the Scheduler section.
• Describe Processing Log.

Lesson Objectives

• Explain the importance of adding an approval user group.
• Add an approver.
• Explain the invoice approval request process.
• Generate an invoice.
• View the Approval Workflow Record page.
• Explain the invoice approval process.

Lesson Objectives

• Explain the significance of tax rates.
• Explain how to manage tax rates in Billing Management.
• Describe the significance of conversion rates.
• Describe how to manage conversion rates in transaction processing.

Lesson Exercises

Adding Tax Rates

Lesson Objectives

• Explain derived values.
• Describe merge rules.
• Explain financial relationships.

Lesson Exercises

Understanding Data Enrichment

Lesson Objectives

• Understand how to link a designated time zone to a contract in the Billing Management application.
• Describe the impact of time zones on invoicing.

Lesson Exercises

Managing Time Zone

Lesson Objectives

• Understand how to navigate and configure user defined data.
• Explain the language text management and customization.

Lesson Exercises

Configuring User Defined Data and Adding Language Text

Lesson Objectives

• Describe the significance of Transaction Update Rules in Billing Management.
• Explain the process of configuring Transaction Update Rules in Billing Management.

Lesson Exercises

Managing Transaction Update Rules

Lesson Objectives

• Describe the significance of Audit Configuration and Archival Configuration in Billing Management.
• Explain the steps to add User Code and Reference Table Configuration in Billing Management.
• Describe the key steps involved in Email Configuration.

Lesson Objectives

Explain the purpose of the System Profile feature in the Billing Management application.

Lesson Objectives

• Describe API calls in Billing Management.
• Explain how data adapters are created.
• Explain master and subtemplates.
• Describe how to upload templates to Billing Management.

Lesson Objectives

• Access and utilize the User Report, Report Selection, Advanced Print Mapping, and Report Template features in Billing Management.
• Configure report templates, generate user reports, and utilize the advanced print mapping feature.

Lesson Exercises

Managing Reports