Modify a Billing Activity

About this task

The Billing Activity Reporting Engine Console enables you to modify billing activities.

To modify billing activities:

Procedure

  1. Log in to the application as the warehouse manager, supervisor, or enterprise user.

    From the Application Console menu, choose ARE > Billing Activity Console. The Billing Activity By All Attributes search screen is displayed.

    Table 1. Billing Activity By All Attributes Search
    Field Description
    Node Indicates the node where the activity is performed.
    Enterprise Select the enterprise for which you want to generate the billing activity report.
    Code Enter the activity code for which you want to generate the billing activity report.
    Transaction Type Select the type of transaction.
    Transaction Reference Enter the transaction reference of the billing activity detail report.
    Group ID Select the billing activity group identifier.
    Start Activity Date Enter the start date of the specified billing activity audit.
    Last Activity Date Enter the last date of the specified billing activity audit.
    Activity Status Select the status of the specified billing activity.
    Max Records Enter the maximum number of records to be listed as a result of your search.
  2. In the Billing Activity By All Attributes search screen, enter the appropriate search criteria and click Search. The Billing Activity List screen is displayed, which enables you to view the list of billing activities.
    Table 2. Billing Activity List
    Action Description
    View Details This action button displays the Billing Activity List screen, which enables you to view the details of the selected code.
    Field Description
    Activity Key Indicates the unique key of the billing activity.

    Click this to view the Billing Activity Details, Billing Activity screen, which enables you to modify the activity.

    Enterprise Indicates the enterprise for which the activity is performed.
    Node Indicates the node where the activity is performed.
    Transaction Type Indicates the type of transaction.
    Start Activity Date Indicates the date when the specified billing activity started.
    Last Activity Date Indicates the date when the specified billing activity was last performed.
    Transaction Reference Indicates the transaction reference that corresponds to the billing activity.

    For example, for work order billing activities the transaction reference is work order number.

    Activity Status Indicates the status of the specified billing activity.
  3. In the Billing Activity Code List screen, select the appropriate billing activity code you want to modify and click View Details. The Billing Activity Details screen is displayed.
    Table 3. Billing Activity Details, Billing Activity
    Field Description
    Node Indicates the node where the activity is performed.
    Enterprise Indicates the enterprise for which the activity is performed.
    Activity Status Indicates the status of the specified billing activity.
    Transaction Type Indicates the type of transaction.
    Group ID Indicates the identifier of the group.
    Transaction Reference Indicates the transaction reference that corresponds to the billing activity.

    For example, for work order billing activities the transaction reference is work order number.

    Cost Indicates the cost for performing the billing activity.
    Currency Indicates the currency in which the cost is recorded.
    Table 4. Billing Activity Details, Billing Activity Detail
    Action Description
    Cancel This action button cancels the selected billing activity.
    Field Description
    Code Indicates the billing activity code.
    Service Quantity Indicates the quantity for the specified billing activity.

    You can modify the Service Quantity, if needed.

    UOM Indicates the unit of measure of the billing activity.
    Cost Indicates the cost for performing the billing activity.
    Currency Indicates the currency in which the cost is recorded.
    Activity Status Indicates the status of the specified billing activity.
    Activity Date Indicates the date of the specified billing activity.

    You can modify the Activity Date, if needed.

    Transaction Reference Indicates the transaction reference that corresponds to the billing activity.

    You can modify the transaction Reference, if needed.

    Ship Via Indicates the mode of transportation for the specified billing activity.

    You can modify the Ship Via, if needed.

    Carrier Code Indicates the carrier code of the specified billing activity.

    You can modify the Carrier Code, if needed.

    Reference1 Indicates the reference number of the specified billing activity.

    You can modify the Reference1, if needed.

  4. In the Billing Activity Details screen, enter the appropriate details.
  5. Click Save.
    Note: When a new billing activity detail record is added, the Billing Activity Reporting Engine automatically computes the cost for performing the service, based on the service quantity.
    Note: However, if the service quantity is modified later, the corresponding cost is not re-computed. In this case, you may change the cost manually.