Associate Billing Rule(s) to a User

This article covers the associating of Billing Rule(s) to a User's profile.

1. From the Icon Bar click Setup .
2. From the Navigation Menu click Organization.
3. From the available options select Users.
4. Upon the Users list page displaying, click the name of the User you wish to edit, to access the User Edit page.

   Tip: You may wish to narrow your Users list so that you retrieve just the right amount of information you need. To do so you can perform a search. Select a search criterion from the list of available search criteria and then enter a corresponding value in the Search box. Click the Search icon to narrow down the Users list. For more information on the contains-in logic search click here.

5. Upon the User Edit page displaying, expand the Financial menu item.
6. From the available options, click Billing.
7. Click New.
8. From the Associated Billing Rule Edit page, click the Billing Rule ellipsis.
9. From the Billing Rule List page, select the applicable rule.
10. Upon returning to the Associated Billing Rule Edit page, if necessary, modify the effective period of the rule by selecting a different Start Date and End Date through the Calendar .

    

    Note:

    • The association of the User to the Billing Rule is effective, by default, as of the Start Date of the selected Billing Rule.
    • Cost and Billing Rate Rules can extend beyond a user’s Termination Date.
11. Click Save to apply your changes.
12. Note the green success message bar on top of the page. Click Back to return to the previous page.
13. Upon the Billing page displaying, view the newly associated rule now listed.