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| <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> |