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(Click here for more details on how to perform these actions)
Passed Status
- Info/Passed - shows as Passed
- The Bill has either Passed all the Validation, or has failed Info Validation and needs Loading to the Account
- Info Validation can be investigated later, via EI Reporting
Query Status
- Warning - shows as Query
- No Further Action required - Pass and Load the Bill
- Further Investigation required, but you still want to process the Bill
- Create or Append a Query, Pass and Load the Bill
Failed Status
- Severe - shows as Failed
- No Further Action required - Pass, Override and Load the Bill
- Further Investigation required, but you still want to process the Bill
- Pass and Create or Append a Query and Load the Bill
- Amendment to the Bill is required
- Copy the Failed Bill to the Account
Loaded
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Status
- Complete - Some of above actions have been completed and the Bill is visible in Bill Entry and Reporting
- The Bill now shows in Bill Entry and Reporting
Right Click Options
| | View Sigma Bill will show you how the EDI data has loaded into the Sigma billing screen, much like Bill View or Bill Entry View Printed Bill will show the Bill Entry details in an invoice style View EDI Bill will show the data provided within the EDI file View Validation Notes will show all of the validators that processed against the bill and the resulting status View Status Notes will show any validations preventing the bill from loading View Status History will show how the status has changed, when and by whom View in Account Context will open a pop up so that you can see the bill in the context of all the existing bills. See below for more details Toggle Status will change the status of the bill to pass where possible Move EDI Bill to Account will load a bill to the Account and change the status to ‘Loaded’ Bill Flags and Documents will allow the user to attach a document to the bill as well as amend the (a) and (r) flags where required Edit Memo will allow you to view all existing memos and add a new one Re-evaluate bills(s) will allows you to re-valuate the bill(s) you have highlight (if you want to re-evaluate all the bills, use the Re-evaluate current batch option at the top of the screen Refresh Account Check will check to see if there is a matching account number in the database View Account opens up the Account Editor window Estate Management opens up on the Accounts tab of the Estate Management Activity, with the Account number highlighted. See below for more details Edit Queries allows the user to edit existing queries associated with the Account Generate Queries allows the user to create a query on the Account |
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