We have some customers where we want to consolidate the service orders for some customers (to be invoiced weekly or monthly - and not as part of our daily order batch). But even if we flag that for the customer that service orders is to be consolidated, and when the orders are resolved they get flagged as invoice later with consolidation, they will still be invoiced when we run Customers Orders Billing Batch. Is there a setting somewhere I am missing?
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Astea: service order consolidation
+11Best answer by Phil Seifert
Hi Bjørn,
If you only bill from the Consolidated Billing Batch and use the Company Group ID as a filter, it will not pick up that Company Group ID for billing. See example below where I chose Company Group ID <> B2C so any customers who do not have that will not be billed by this specific execution.
Unfortunately, such an option is not available in the Customer Orders Billing Batch.
Another possibility is to define those customers on a different Node and than specify the node you are billing or excluding that node from the Customer Orders Billing Batch:
Other than these two options, I believe you are looking at a customization to perhaps set up a ‘billing list’ separate from Company Group or adding Company Group to the Customer Orders Billing Batch.
+23Hi Bjørn,
You should be using the Consolidated Billing Batch, not Customer Orders Billing generally to do the consolidated billing. This is not a direct answer to your question however.
What are settings in the customer center for financials:
Perhaps try the option consolidate across service…
+23Also, to avoid invoicing those customers with the normal batch, you could set up a customer group and perhaps exclude that from the invoicing run.
That way, they would not be picked up initially as they are filtered.
1 person likes this
+11Thanks, Phil.
Yes - I realize that we need to use the Consolidated Billing Batch. But with thousands of orders being invoiced every week, we need some kind of fool proof plan (if possible) to avoid invoicing orders that need to be consolidated by accident
+23Hi Bjørn,
If you only bill from the Consolidated Billing Batch and use the Company Group ID as a filter, it will not pick up that Company Group ID for billing. See example below where I chose Company Group ID <> B2C so any customers who do not have that will not be billed by this specific execution.
Unfortunately, such an option is not available in the Customer Orders Billing Batch.
Another possibility is to define those customers on a different Node and than specify the node you are billing or excluding that node from the Customer Orders Billing Batch:
Other than these two options, I believe you are looking at a customization to perhaps set up a ‘billing list’ separate from Company Group or adding Company Group to the Customer Orders Billing Batch.
1 person likes this
+11Thanks, Phil. I’ll bring this back to the team
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