Generate showback statements for upcoming fiscal period

As a service charging analyst, review the status log of all showback statements for the last fiscal period that the statements were generated for and the date that the showback statements were published on.

시작하기 전에

Role required: service_charging_analyst

이 태스크 정보

You can also create a record or log of the last generated and published details of a showback statement, and generate the statement for the next fiscal period.

프로시저

1. Navigate to All > Financial Charging > Showback > Generate Showback.
2. Click New to create a showback run log or click the Status of an existing showback log record that you want to edit.
3. On the form, fill in the fields.

   표 1. Showback Run Log form

   Field	Description
   Fiscal period	Select the statement expense line from the options list.
   Status	Status of the showback statement.
   Showback	Definition of the showback statement.
   Last generated	Date on which the statement was last generated.
   Published	Check box to indicate whether the statement has been published or not.
   Published date	Date on which the statement was last published.

4. Click Submit if you have created a log or click Update if you have edited an existing log.
5. Click Delete to delete the record.
6. Click Generate Statement to generate a showback statement for a fiscal period.
   1. Select the showback statement in the Showback Statement Definition field of the Generate Showback Statement pop-up that appears.
   2. Select the fiscal period in the Fiscal Period field.
   3. Click Generate.

      Refresh the Showback Run Logs list to see the status of the showback statement change to Generated.

      주:

      The Published column indicates whether the showback statements have been published or not by the status of true or false. If the status is false, it means that the showback is not yet published and available for the showback user to see.

      Review the generated showback statement and publish the statement for the showback user to see the report, by navigating to Showback Statement Definition.

다음에 수행할 작업

After you publish the showback statement, the showback user can see the showback statement in My Showback Statements.