View all showback statements

As a service charging analyst, you can view the list of all showback statements that are generated. You can determine the reporting entity or the user group that the report is intended for.

시작하기 전에

Role required: service_charging_analyst

이 태스크 정보

Generate the showback statements, redetermine the total cost of the statement expense lines for the fiscal period, and publish the statements for the showback user to see. You can also create a showback statement.

프로시저

1. Navigate to All > Financial Charging > Showback > All Showback Statements.
2. To create a showback statement, Click New.
3. To edit an existing showback statement record, click New.
4. On the form, fill in the fields.

   표 1. Showback Statement form

   Field	Description
   Reporting entity	Business entity that availed the business service.
   Fiscal period	Period for which the showback statement is generated.
   Assigned to	Business unit head or department head who would see the showback statement.
   State	Status of the showback statement. Draft: The report is in a draft stage. Published: The report has been published, which means the reporting user and the users belonging to the reporting user group with the showback user role can see the report. Disputed: The showback user has seen the report and has raised a dispute as the user has a disagreement about the contents of the statement expense line. Closed: When the showback user accepts the statement item, the statement item moves to the Closed state.
   Total cost	The total cost of all the statement expense lines.
   Assignment group	Group that the statement item is assigned to.
   Short description	Meaningful short description for the showback statement.
   Additional comments (User visible)	Comments or notes in complete sentences and paragraphs because users view these comments. The user gets a copy of all information saved in the field.
   Work notes	Work notes for internal communication only.

5. To save the showback statement, click Submit.
6. To save the edited record, click Update.
7. To acknowledge the expenses reported in the showback statement, click Accept.
8. To delete the record, click Delete.

다음에 수행할 작업

Add statement expense lines and statement expense line details to the showback statement using the Showback Statement related list.

• Add statement expense line
  At the statement item breakdown level, add the number of units consumed, unit rate of the item, and the total cost of all items. Just as an invoice has printed line items, detailing the expense list, the statement item also has the expense details reported as statement expense lines in the showback statement.
• Add statement expense line details
  Adding expense line details is drilling down to one more level of the statement expense line. Add the number of units consumed, the unit rate at which the item is charged, and the total amount of the expense line at the item level, catalog item level, or account level.