Line status

Bill batch lines can have various statuses and the status of lines is changed during the Bill Review process.

You can change the line status, view a history of all status changes made to the line, and view a summary of the lines that require review or other action before the bill batch status can be changed. For disputed bill lines, you can view the reason for the dispute.

• WAPPR – Waiting for approval. This is the status of a new bill line when it is added to a bill batch. You review lines with this status to ensure accuracy. The customer then reviews these lines and typically advances the lines to APPROVED. Bill prices for lines with this status are included in the pre-tax total of the bill batch.

Reviewers also can change lines with this status to HOLD or DISPUTE. A customer performing the review can change the status to DISPUTE or APPROVED.

• HOLD – Hold from billing. You assign this status to lines to prevent the line from being billed until you can take further action. The customer cannot view lines with this status in the Bill Review (SP) application. Bill prices for lines with this status are not included in the pre-tax total of the bill batch. They are eligible for inclusion in the next bill batch if they retain this status.
  Reviewers can change lines with this status to WAPPR, DISPUTE, RESOLVED, or APPROVED.

• APPROVED – Approved by customer. The customer has reviewed and approved this bill line. Bill lines with this status are included in the bill batch when the status of the bill batch is BILLED. Bill prices for lines with this status are included in the pre-tax total of the bill batch.
  Reviewers can change lines with this status to HOLD or back to WAPPR.

• DISPUTE – Customer disputes. The customer disputes the validity or price of a bill line. Each bill line with this status must contain remarks or a memo in the Memo field. Bill prices for lines with this status are not included in the pre-tax total of the bill batch. These lines are eligible for inclusion in the next bill batch.

Reviewers can change lines with this status to RESOLVED, HOLD, or WAPPR.

• RESOLVED – Resolved for billing. A line with a DISPUTE or HOLD status has been resolved. Lines in RESOLVED status are included in the BILL BATCH when BILLED. Bill prices for lines with this status are included in the pre-tax total of the bill batch.
  Reviewers can change lines with this status to HOLD or to back to DISPUTE.

• REMOVED – Removed from bill batch. The customer agreement and prices have been deselected from the work order, ticket, or sales order and that record is no longer associated with the bill batch. Bill prices for lines with this status are not included in the pre-tax total of the bill batch.

Line status and pre-tax total

The following chart explains which line statuses are included in the pre-tax total.