applications/accounting/data/helpdata/HELP_ACCOUNTING_EditBillingAccountRoles.xml

<?xml version="1.0" encoding="UTF-8"?>
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<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0"
    xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude"
    xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
    xmlns="http://docbook.org/ns/docbook">
    <title>The Billing Account Roles help screen</title>
    <para>This sub menu allows parties with specific roles to be associated with to a Billing
        Account. Roles allows you to specify a party role. </para>
    <para> is used to specify which party should be billed for the billing account. It can be used
        as follows:</para>
    <para>
        <itemizedlist>
            <listitem>
                <para>Simple billing account for a single party</para>
            </listitem>
            <listitem>
                <para>More complex billing account where multiple parties (eg company subsidiaries)
                    charge invoices to the billing account but a different party (eg head office)
                    will pay the account </para>
            </listitem>
        </itemizedlist>
    </para>
    <section>
        <title>How do I add a party role to a billing account?</title>
        <para>Select the 'Roles' sub menu</para>
        <orderedlist>
            <listitem>
                <para>Enter or use the lookup to select the 'Party Id'</para>
            </listitem>
            <listitem>
                <para>Select the 'Role Type Id' from the drop down box (eg Bill To Customer)</para>
            </listitem>
            <listitem>
                <para>Leave the 'From Date' blank (NOTE: If left blank it will default to the
                    current date and time)</para>
            </listitem>
            <listitem>
                <para>Leave the 'Thru Date' blank</para>
            </listitem>
            <listitem>
                <para>Press the 'Add' button</para>
            </listitem>
        </orderedlist>
        <para>The new party role is displayed at the bottom of the screen </para>
    </section>
    <section>
        <title>How do I update a party role for a billing account?</title>
        <para>The only field that can be updated for a party role is the 'Thru Date'. If any other
            details need to be amended then the entry will need to be deleted and then
            recreated.</para>
        <para>
            <orderedlist>
                <listitem>
                    <para>Select the 'Roles' sub menu</para>
                </listitem>
                <listitem>
                    <para>Locate the entry that needs to be amended</para>
                </listitem>
                <listitem>
                    <para>Enter or use the lookup to enter the 'Thru Date'</para>
                </listitem>
                <listitem>
                    <para>Press the 'Update' button for the entry </para>
                </listitem>
            </orderedlist>
        </para>
    </section>
    <section>
        <title>How do I delete a party role from a billing account?</title>
        <para>
            <orderedlist>
                <listitem>
                    <para>Locate the entry that needs to be deleted</para>
                </listitem>
                <listitem>
                    <para>Press the 'Delete' button next to the entry</para>
                </listitem>
                <listitem>
                    <para>The entry will be removed from the bottom of the screen </para>
                </listitem>
            </orderedlist>
        </para>
    </section>
</section>