Bill batch line status
Bill batch lines can have various status values, depending on the stage in the billing process. You can change the line status, view a history of all status changes made to the line, and view a summary of the lines that require review or other action before the bill batch status can be changed.
The following table shows the bill batch line status values:
| Status | Description |
|---|---|
| WAPPR | Waiting for approval is the status of a new
bill line when it is added to a bill batch. You review lines with
this status to ensure accuracy. The customer then reviews these lines
and typically advances the lines to APPROVED. Bill prices for lines
with this status are included in the pre-tax total of the bill batch. Reviewers also can change lines with this status to HOLD or DISPUTE. A customer performing the review can change the status to DISPUTE or APPROVED. Bill batch lines in WAPPR status are included in the pre-tax total of bills. |
| HOLD | Hold from billing. You assign this status to
lines to prevent the line from being billed until you can take further
action. The customer cannot view lines with this status in the Bill
Review (SP) application. Bill prices for lines with this status are
not included in the pre-tax total of the bill batch. They are eligible
for inclusion in the next bill batch if they retain this status. Reviewers can change lines with this status to WAPPR, DISPUTE, RESOLVED, or APPROVED |
| APPROVED | Approved by customer. The customer has reviewed
and approved this bill line. Bill lines with this status are included
in the bill batch when the status of the bill batch is BILLED. Bill
prices for lines with this status are included in the pre-tax total
of the bill batch. Reviewers can change lines with this status to HOLD or back to WAPPR. Bill batch lines in WAPPR status are included in the pre-tax total of bills. |
| DISPUTE | Customer disputes. The customer disputes the
validity or price of a bill line. Each bill line with this status
must contain remarks or a memo in the Memo field.
Bill prices for lines with this status are not included in the pre-tax
total of the bill batch. These lines are eligible for inclusion in
the next bill batch. Reviewers can change lines with this status to RESOLVED, HOLD, or WAPPR. |
| RESOLVED | Resolved for billing. A line with a DISPUTE
or HOLD status has been resolved. Lines in RESOLVED status are included
in the BILL BATCH when BILLED. Bill prices for lines with this status
are included in the pre-tax total of the bill batch. Reviewers can change lines with this status to HOLD or to back to DISPUTE. Bill batch lines in WAPPR status are included in the pre-tax total of bills. |
| REMOVED | Removed from bill batch. The customer agreement and prices have been cleared from the work order, ticket, or sales order and that record is no longer associated with the bill batch. Bill prices for lines with this status are not included in the pre-tax total of the bill batch. |