How to Create a Purchase Order Bill Code Group

How to Create a Bill Code Group

Go to Agency Portal > Billing > Maintenance > Purchase Orders > Bill Code Groups.

The Bill Code Group Maintenance screen opens.

2.

Click Add.

The Bill Code Group Entry screen opens.

3.

In the Name field, type a descriptive name for the new bill code group. This must be unique for the country to which the bill code group will apply.

4.

In the Country field, select the name of the country to which the bill code group is to be assigned.

5.

In the Description field, key in a textual description that identifies the purpose of the bill code group.

6.

Under the Validity Dates & Linked Bill Codes /Bill Code Types section of the screen, click Add.

A new, blank validity date field grouping is displayed.

7.

In the Start Date field, select the date on which the new bill code group is to become valid.

Invoice items with an invoice date prior to this date will not draw on a purchase order line that is linked to this bill code group.

8.

In the Bill Codes/Bill Code Types field, click the Edit button.

The Select Bill Codes or Bill Code Types screen opens and, by default, lists all active bill codes that are valid for the country of the bill code group.

9.

If you require the bill code group to include one or more specific bill codes, click on the relevant bill code names so that a tick is displayed next to all bill codes that you want to include in the bill code group. Alternatively, if you want to include all of the listed bill codes, click Select All.

10.

At the top of the Select Bill Codes or Bill Code Types screen, click Bill Code Types.

The Select Bill Codes or Bill Code Types screen displays a list of bill code types.

11.

If you require the bill code group to include all bill codes of a specific type, click on each specific bill code type that is to be included in the group. Alternatively, if you want to include all bill code types in the group, click Select All.

12.

Once you have selected all of the necessary bill codes and bill code types, click OK.

The Select Bill Codes or Bill Code Types screen closes and the bill codes and bill code types you selected are listed in the Bill Codes/Bill Code Types field on the Bill Code Group Entry screen.

13.

At the top of the Bill Code Group Entry screen, click Save.

The new bill code group is created and the Bill Code Group Entry screen closes.