You can omit specific service types from the detail sections of invoice XML. A new setting allows an Invoice Format to be configured to exclude specific service types in detail sections of base invoice XML for that format. This can help reduce the number of pages in customers’ invoices, for example when certain service types take up multiple pages with the same product repeated many times on many service numbers.
Service types to omit are specified via a new setting in Invoice Format configuration in Admin Console.
Note:
This setup must be completed by an authorized IDI associate. The setting is not available to IDI platform users. Contact your IDI support team or account manager for assistance.
Setup
The Suppress Service Types from Detailed New Charges setting is located in Admin Console:
Business Rules > Local Services > RateBill> <server>_RateBill > Invoice Formats > <Format Name> > Configuration
Specify the Service Types to exclude by entering a comma-separated list of the numeric SvcTypeIDs.
Billing
The Billing operation for generating invoice XML has been enhanced to use the new setting when generating invoices for an invoice format. The XML that is generated will exclude the service types configured for the invoice format from the Detailed New Charges Recurring and Detailed New Charges Non-Recurring sections. Other service types continue to be included as they are today.