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How to Create a Custom Bill Formula Component

FastTrack360 Version 12 Online Help

How to Create a Custom Bill Formula Component

Two types of custom bill formula components can be created:

  • Fixed numeric value

  • grouped bill oncosts.

Create a fixed value custom bill formula component

1.

Navigate to Rates & Rules > Maintenance > Custom Bill Formulas > Formula Component Maintenance.

The Formula Component Maintenance screen opens.

 

2.

Click Add.

The Formula Component Entry screen opens.

3.

In the Country field, change the country that is selected by default if you require the formula component to apply to a country other than the default country.

 

4.

In the Name field, key in a descriptive name for the formula component.

 

5.

In the Description field, key in a textual description of the purpose of the formula component.

 

6.

In the Settings field, select Fixed Value and key in the fixed value to which this formula component is to correspond.

 

7.

Click Save.

The formula component is saved.

Create a formula component that groups bill oncosts

1.

Navigate to Rates & Rules > Maintenance > Custom Bill Formulas > Formula Component Maintenance.

The Formula Component Maintenance screen opens.

 

2.

Click Add.

The Formula Component Entry screen opens.

3.

In the Country field, change the country that is selected by default if you require the formula component to apply to a country other than the default country.

 

4.

In the Name field, key in a descriptive name for the formula component.

 

5.

In the Description field, key in a textual description of the purpose of the formula component.

 

6.

In the Settings field, select Bill Oncost.

A list of of bill oncosts is displayed.

 

7.

Click the Bill Oncost list and select one or more bill oncosts.

The selected bill oncosts display in the Bill Oncost List field.

 

9.

Click Save.

The formula component is saved.



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