Internal Billing Summary
After a Receivable or Internal Exchange Transaction has been generated for a detail billing record from a feeder system file, the updates from that process allow viewing on the Internal Billing Summary (IBFSS) page in summary form down to the accounting line. The only new data elements seen on this page that were not on the staging page are those identifying the transaction and if a detailed bill has been generated.
The following are available from the record menu:
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Generate Bill – Submits an instance of the Generate Detail Bill process to create a detail bill.
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View Bill – Upon completion of the Generate Bill action, this action appears to retrieve the PDF file.
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Receivable Search – Navigates to the Receivable Search page for further research into the selected receivable.
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Detail View – Transitions to the Internal Billing Details page searching for those detail records that make up an accounting line.
The following is available from the grid menu:
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Spreadsheet – An alternative option available under the Export All option that allows for one or more spreadsheet templates for summarized billing data. This is an alternative to a PDF summary bill.
Templates are stored under the Accounts Receivable folder of the RTFiles directory (sample location: /apps/CGIADV/RTFiles/fin/PageResources/Accounts_Receivable). Those templates are then defined on the Grid Templates page for users to choose from when on Internal Billing Summary.