You can set up a scheduled task to copy bill lines for
work orders, tickets, and sales orders to an existing customer bill
batch. The scheduled task runs as a background process. It does not
require anyone to be logged in to the system.
About this task
The cron task does not automate the process to create the
bill batch for a customer.
Procedure
- In the Cron Task Setup application in the Platform Configuration
module, open the PLUSPCOPYBILLLINESCRONTASK record.
- In the Cron Task Parameters window,
modify the WHERE clause to replace the customer variable
with the customer on the bill batch. Do not modify other
values in the WHERE clause unless you have expert billing system knowledge.
- Ensure that the provided schedule matches your requirements. The provided schedule runs the cron task on the first day of
the month at 12:01 a.m. If you modify the schedule, allow enough time
for the batch process to complete before it runs again. Start with
at least a six-hour lapse between scheduled task runs.
- Select the Active? check box and
reload the request to activate the cron task.