Select the templates that the rule applies to from the list of assigned templates. You must assign a template for at least one transaction class.
There is a tab for each transaction class. BPA filters the available templates based on the supplementary data source, transaction class, and presentment type you select. Since deposits, guarantees, and chargebacks have no supplementary data source, BPA does not display these tabs for rules with a supplementary data source other than None.
Attention: For balance forward billing templates you do not choose a transaction class and hence no separate tabs will be seen on screen for balance forward rule.
You can assign the same template for both online and printed bills, or you can assign different templates. To assign the same template for printed bills, select the Duplicate Assignment for Printed Bill option. The list of templates available for the printed bill includes external templates.
When you assign a template to a rule, you enter a range of transaction dates. The bill creation date corresponds to the date when the transaction was created in Receivables.
A bill creation date must be January 1, 1970 or later.
Bill creation dates cannot overlap within a rule. For example, if you assign two templates, Template A and Template B, to a rule, then the bill creation dates for Template A cannot overlap the bill creation dates for Template B.
The Bill Creation From date must be earlier than or equal to the Bill Creation To date.
Note: To assign a template to a rule, you must first click Add Another Row.
When you are assigning templates to rules, remember the following important points:
Only templates with a status of Complete can be assigned to a rule.
For each rule, you must assign at least one template for Online Bills or at least one template for Printed Bills.
Rules that do not have an assigned template will not be available in the shuttle boxes for Reorder Assignment Rules. For example, if a rule has a template assigned for only Printed Bills, it will not appear in the Online Bill reordering box.
If a template is already assigned to a rule and you change the template's status to Incomplete, then the template will no longer be available for assignment. You must reassign a template with a status of Complete to the rule.
If you change the data source for a template that is already assigned to a rule, then the template will no longer be available for assignment.
You cannot delete a template that is assigned to a rule.
A rule, and the templates assigned to it, must have the same supplementary data source.