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Restricting Billing Types

former_member306668
Participant
0 Kudos

Hi;

In the app Create Billing Documents, is it possible to restrict the number of billing types that is shown when creating a billing document. Most of them are not relevant for us and they might lead to users incorrectly using some of the billing types.

The same question applies with Rejection Reasons for Debit Memo requests?

Thanks

Thomas

Accepted Solutions (1)

Accepted Solutions (1)

Andrew
Product and Topic Expert
Product and Topic Expert
0 Kudos

Hi Thomas,

Two points on this: First is that though the system shows all billing types in that drop down, if a user selected an invoice type that's not set up as permitted against the source document type (debit memo request in professional service case), the system will give an error message and won't allow them to proceed. So if they select Pro Forma or Invoice Cancellation for example against a debit memo request, the system won't allow them to proceed.

Next if the user toggles off the top setting on the Create Billing Documents App, then the system will default the billing type automatically - it will also do so if the field is left blank. I believe this will be CI01 Invoice type as is appropriate, but please test it to be sure. Please see attachment.

To make sure it's answered: I don't know of a way to stipulate exactly which billing document types are available for selection in the dropdown.

former_member306668
Participant
0 Kudos

Thanks Andrew, will check and revert back.

Answers (0)