Step 12: Change the Status of the Bill to Ready After the bill information has been entered, you will need to set the invoice Status to Begin by “RDY” (Ready). navigating to the Header Info 1 page. – WARNING! Do not change the Status of the bill to before the bill is ready to be processed. This practice “Ready” will prevent the bill from being run by the Single Action Invoice process before the bill information has been finalized. Click on the Header Info 1 tab. – Click on the Status field Lookup icon and select to change the Status to ready. “RDY” Click the Save button. Step 13: Refer to Running the Single Action Invoice Process Topic to Complete the Process After you have set the Bill Status to (Ready), the Single Action Invoice process must be successfully run “RDY” before the invoice is ready to print. (For instructions, refer to the topic in Lesson 3.) “” Having completed this topic, you should now be able to: Create a bill using the Standard Bill Entry pages Viewing the Billing General Page Topic Overview Although the Billing General page can be used to enter bills if the Express Bill component is launched, it is recommended that agencies enter bills using the Standard Entry process discussed in the previous topic “Using Standard Billing To Enter a Bill”. Some processes take you to the Billing General page where you can view bill information or toggle to the Standard Entry pages by clicking on the Standard Entry link in the Go to section. The Billing General page combines Standard Bill Entry pages and organizes the information in sections and tabs different from the Standard Bill Entry pages. This topic provides a listing which shows where fields are located in the Standard Bill Entry pages and the corresponding Billing General location. After completing this topic, you should be able to: View the Billing General page Toggle to the Standard Entry pages
Step 12: Change the Status of the Bill to Ready After the bill information has been entered, you will need to set the invoice Status to “RDY” (Ready). Begin by navigating to the Header – Info 1 page. WARNING! Do not change the Status of the bill to “Ready” before the bill is ready to be processed. This practice will prevent the bill from being run by the Single Action Invoice process before the bill information has been finalized. Click on the Header – Info 1 tab. Click on the Status field Lookup icon and select “RDY” to change the Status to ready. Click the Save button. Step 13: Refer to Running the Single Action Invoice Process Topic to Complete the Process After you have set the Bill Status to “RDY” (Ready), the Single Action Invoice process must be successfully run before the invoice is ready to print. (For instructions, refer to the “” topic in Lesson 3.) Having completed this topic, you should now be able to: Create a bill using the Standard Bill Entry pages Viewing the Billing General Page Topic Overview Although the Billing General page can be used to enter bills if the Express Bill component is launched, it is recommended that agencies enter bills using the Standard Entry process discussed in the previous topic “Using Standard Billing To Enter a Bill”. Some processes take you to the Billing General page where you can view bill information or toggle to the Standard Entry pages by clicking on the Standard Entry link in the Go to section. The Billing General page combines Standard Bill Entry pages and organizes the information in sections and tabs different from the Standard Bill Entry pages. This topic provides a listing which shows where fields are located in the Standard Bill Entry pages and the corresponding Billing General location. After completing this topic, you should be able to: View the Billing General page Toggle to the Standard Entry pages
swift-bi-arbi2-billing-advanced-guide.docx