Billing Run

 

Select the Type of Billing Run that must be executed.

 

Select one of the following Types from the drop down list:

 

 

The Type is a Required field ().The user selects the Type by Left Clicking on the Drop Down List Box (). When this is done a list of available Types will be displayed. Should the user not Select a Type  and attempts to  Process ()  the information the system will give an indication  () that this is compulsory information.

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Select the Frequency of the Run applicable.

The Frequency is a Required field ().The user selects the Frequency by Left Clicking on the Drop Down List Box (). When this is done a list of available Frequencies will be displayed. Should the user not Select a Frequency  and attempts to  Process ()  the information the system will give an indication  () that this is compulsory information.

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Select the Document Type.

 

Note:

 

Document Type may be grayed out - automatically selected by system depending on Run Type.

The Document Type is a Required field ().The user selects the Document Type by Left Clicking on the Drop Down List Box (). When this is done a list of available Document Types will be displayed. Should the user not Select a Document Type  and attempts to  Process ()  the information the system will give an indication  () that this is compulsory information.

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Select the Account.

 

Note:

 

Account may be grayed out - automatically selected by system depending on Run Type.

The Account is a Required field ().The user selects the Account by Left Clicking on the Drop Down List Box (). When this is done a list of available Accounts will be displayed. Should the user not Select a Account  and attempts to  Process ()  the information the system will give an indication  () that this is compulsory information.

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Enter the Amount.

 

Note:

 

Amount may be grayed out - automatically selected by system depending on Run Type.

 

 

The Amount is a Required field ().The user is required to Enter a Amount for the corresponding new Billing Run. Should the user not Enter  a Amount and attempt to Save () the information the system will give an indication  () that this is compulsory information.

 

If ticked, the Amount on the Learner's Profile will be used, which may be different from the standard Amount.

 

Note:

 

If NOT ticked, the billing run will be applied only to Learners who's Admission Date is older than the billing run Transaction Date.

 

If ticked, the billing run will be applied to all Learners irrespective of their admission date

 

The Transaction Date will default to today's date.

The Transaction Date is a Required field ().The user selects the Transaction Date  by Left Clicking on the Drop Down List Box (). When this is done a list of available Transaction Dates will be displayed. Should the user not Select  a Transaction Date  and attempts to Process () the information the system will give an indication  () that this is compulsory information.

 

The Posting Date will default to today's date.

The Posting Date is a Required field ().The user selects the Posting Date  by Left Clicking on the Drop Down List Box (). When this is done a list of available Posting Dates will be displayed. Should the user not Select  a Posting Date  and attempts to Process () the information the system will give an indication  () that this is compulsory information.

 

Select the applicable Business Unit.

 

Enter a descriptive Description for the Billing Run.

 

The Description is a Required field ().The user is required to Enter a Description for the corresponding new Billing Run. Should the user not Enter  a Description and attempt to Process ()  the information the system will give an indication  () that this is compulsory information.

Enter the Description pertaining to the Discount given.

The Description is a Required field ().The user is required to Enter a Description for the corresponding new Billing Run. Should the user not Enter  a Description and attempt to Process ()  the information the system will give an indication  () that this is compulsory information.

Left-Click the ChecBox-Icon to indicate whether the Transactions are to be Processed or not Processed, respectively, once the Process Button is Left-Clicked.

 

If ticked, Excluded Learners will NOT be included in the Billing Run.

 

Tick the Select/Deselect All Learners to be included/excluded in the Billing Run.

 

 

Select/Deselect Individual Learners to include/exlude them from the Billing Run.

 

Click on the Process Button to execute the Run.