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Billing Plans
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Theory
Strong Understanding of
General Billing is required
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Theory
Explain the concept of
Periodic Billing &
Milestone Billing
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Explain the business
scenarios that are used for
periodic billing &
milestone Billing
Theory
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Configuration
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Billing Plan
Configuration
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Customize the Periodic
and milestone Billing
Plans
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Create your own Periodic
Billing Plans
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Create your own
Milestone Billing Plans
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Define and Assign date
Categories
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Define and Assign date
Categories
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Assign the Custom Billing
Plan Types to the Item
Categories
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Make sure you set the Billing
Relevance to “I” – Order
Relevant – Billing Plan
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DEMO
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Change the item category
determination to determine
ZTA7 and ZTA8 manually to
test this
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Check out the billing Plan
Dates and Billing Values for
Periodic Billing
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Check out the Milestone
Billing Plan – Based on
Percentages