The Tenant Bill Run Initiation Activity is used to manage Tenant Billing Groups, i.e. groupings of Tenant Accounts that are to be billed at the same time, and initiate Tenant Bill Runs.
Once a Tenant Bill Run has been initiated it can be monitored using the Tenant Bill Run Management Activity.
| Table of Contents |
|---|
Opening the Tenant Bill Run Initiation Activity
- Click on the Tenant Bill Run Initiation icon in the Sigma Welcome Screen:
...
The screen will be empty the first time you access the Activity
Modifying a Bill Group
To modify or view the configuration of an existing Tenant Billing Group:
...
The Tenant Billing Group details are saved, the Setup Tenant Billing Group pop-up closes and the Tenant Billing Groups section is displayed with the updated Tenant Billing Group details.
Filtering
Filtering by Bill Frequency
- Select the required Bill Frequency (Monthly, Quarterly or Annually) from the dropdown list
...
The data in the table is displayed/updated as per the selected filter.
Filtering by Tenant Provider
- Tick the Tenant Provider checkbox
- Select the required Tenant Provider from the dropdown list
Viewing Assigned Tenant Accounts
This section displays details of Tenant Accounts that are currently assigned to a Tenant Billing Group.
Initially, if a Tenant Billing Group is not selected in the Tenant Billing Groups section, no Tenant Accounts are displayed in this section.
...
The number of Tenant Accounts assigned to the selected Tenant Billing Group is displayed on the Assigned Tenant Accounts bar.
Viewing Unassigned Tenant Accounts
This section displays details of Tenant Accounts that are currently not assigned to any Tenant Billing Groups.
Initially no Unassigned Tenant Accounts are displayed in this section.
...
The number of unassigned Tenant Accounts displayed is shown on the Unassigned Tenant Accounts bar
Unassigning a Tenant Account
From the Assigned Tenant Accounts section of the Tenant Billing Run Initiation Activity:
...
The selected Tenant Accounts that were unassigned are displayed in the Unassigned Tenant Accounts section if supported by the currently selected Filter Options for Unassigned Tenant Accounts
Removing a Tenant Billing Group
- Select the Tenant Billing Group
- Click Remove at the top of this section
...