Manually Approve Billing Stage

Explanation

A billing stage can be approved either manually or automatically. The method is selected and later displayed in the Approval Type field in Staged Billing Profile. Automatic approval can only be used when a milestone is connected to the billing stage.

Prerequisites

• The billing stage line must be in the condition of Manual Approval.
• The billing stage line must be in Planned status.

System Effects

The billing stage is approved and the status on the staged billing profile line is changed from Planned to Approved.

Window

Staged Billing Profile
Customer Order
Customer Order Lines

Related Window Descriptions

Staged Billing Profile
Customer Order
Customer Order/Order Lines
Customer Order Lines

Procedure

The Staged Billing Profile window could be opened from the Navigator directly. It is equally possible to open the same window from Customer Order by selecting the appropriate customer order line and then clicking Staged Billing Profile in the Operations menu.

1. Either populate or query for the appropriate customer order in Customer Order. Select the customer order line to be handled.
2. Click Staged Billing Profile in the Operations menu. This action opens Staged Billing Profile.
3. Select the billing stage line to be approved.
4. Select Approve in the Operations menu to approve the current billing stage.