Description
This page allows you to create a liability billing pattern. Product billing patterns are the scheduling of financial processing for the product. For example, all invoices can be scheduled for issue on the first Monday of a four-week payment period.
Page Preview
Page Flow Diagram
Click the diagram to manipulate and zoom. Traverse the diagram using Click-and-Drag motions. Fullscreen
Fields
Details
LabelTypeDescriptionMandatory
From DateCURAM_DATEFirst day of the period during which the billing pattern is used.Yes
Maximum AmountCURAM_AMOUNTMaximum amount for the product billing pattern. Note that you can only enter a maximum amount for the billing pattern for liability products. If the system detects a payment in excess of this maximum amount, the system notifies the appropriate case supervisor that manual approval must take place before payment is issued.No
Default PatternCURAM_INDICATORThis field displays whether or not the billing pattern is the default billing pattern.No
Cover PatternPRODUCT_COVER_PERIOD_CODEDefault financial scheduling period for the billing pattern. The financial scheduling period can either be 'issue for full month', 'issue in advance - N days prior to issue date', 'issue in advance - on the Nth day of month prior', 'issue in advance', 'issue in arrears', or 'once-off issue'. For 'issue for full month', financials are issued to the case recipient on an issue date that includes financials for an entire month. For 'issue in advance - N days prior', financials are issued to the case recipient on a number of days prior to the issue date. The number of days is indicated by the Offset field below. For 'issue in advance on the Nth day of month prior', financials are issued to the case recipient on a set day of the month prior to the issue date. This set day is also indicated by the Offset field below. For 'issue in advance', financials are issued to a case recipient on the financial processing date closest to and in advance of the issue date. For 'issue in arrears', financials are issued to the case recipient at the end of the financial scheduling period. For 'once-off issue', financials are issued to the case recipient one time only.Yes
Billing MethodDELIVERY_METHOD_IDBilling method, e.g.InvoiceYes
Billing FrequencyFREQUENCY_PATTERNFrequency indicating how often financial are issued to the case recipients of the product. Press the Select a Frequency Pattern button to open the Select a Frequency Pattern pop-up window. From this pop-up window, select the recurrence frequency, e.g., weekly and day of the week on which the financials are issued to the case recipients of the product. Press the OK button to confirm this frequency or press the Cancel button to cancel the frequency information.Yes
OffsetNUMBER_OF_DAYSOffset for billing cover patterns of 'issue in advance - N days prior to issue date' and 'issue in advance - on the Nth day of the month prior'. This offset is the numeric value of N.No
Comments
LabelTypeDescriptionMandatory
CommentsCOMMENTSUser comments on this record.No
Links and Actions
Page Level Actions
LabelDescription
BackThe Back action saves the information on the page and moves to the back page in the wizard.
CancelThe Cancel action dismisses the wizard.
NextThe Next action saves the information on the page and moves to the next page in the wizard.
Messages
When page is loaded
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
Wizard Schema Not Found.Please contact the Administrator!LinkNo
When page is submitted
MessageMessage CatalogConfigurableConfigurable Validation Reference ID
'From Date' must on or after today.LinkNo
A cover pattern must be specified.LinkNo
A delivery frequency must be specified.LinkNo
A delivery method must be specified.LinkNo
An Exception occurred as the timeout has been reached and the transaction has been rolled back.LinkNo
BenefitLinkNo
BiMonthlyLinkNo
by LinkNo
DailyLinkNo
From date field cannot be blank.LinkNo
LiabilityLinkNo
MonthlyLinkNo
Negative Value must not be entered in 'Maximum Amount'.LinkNo
Offset must not have negative value.LinkNo
Product Not Found. Please contact the Administrator!LinkNo
The Billing Method - %1s is not applicable to %2s product.LinkNo
The Delivery Method - %1s is not applicable to %2s product.LinkNo
The from date must be entered.LinkNo
The login ID %1s does not map to a user name.LinkNo
This product is of type Liability and does not require a maximum amount.LinkNo
WeeklyLinkNo
Wizard Schema Not Found.Please contact the Administrator!LinkNo
YearlyLinkNo
Related Entities
When page is loaded
DeliveryMethod
When page is submitted
CodeTableItem
DeliveryMethod
Technical Information
Page IDWizard_billingPattern
LocationC:\Users\david\dev\src\esystems-inc\Curam_V8_IS\webclient\components\core\Product\Wizard\Wizard_billingPattern.uim
Page Load InterfaceProductWizard.readDeliveryPattern
Page Submit InterfaceProductWizard.storeDeliveryPattern
Linked From PagesNew Product (Wizard_addCategoryToLiability), New Product (Wizard_productProvisionForLiability)