Generate showback statements for upcoming fiscal period

  • Freigeben Version: Australia
  • Aktualisiert 16. Juni 2026
  • 1 Minute Lesedauer

    • As a service charging analyst, review the status log of all showback statements for the last fiscal period that the statements were generated for and the date that the showback statements were published on.

    Vorbereitungen

    Role required: service_charging_analyst

    Warum und wann dieser Vorgang ausgeführt wird

    You can also create a record or log of the last generated and published details of a showback statement, and generate the statement for the next fiscal period.

    Prozedur

    1. Navigate to All > Financial Charging > Showback > Generate Showback.
    2. Click New to create a showback run log or click the Status of an existing showback log record that you want to edit.
    3. On the form, fill in the fields.
      Tabelle : 1. Showback Run Log form
      Field Description
      Fiscal period Select the statement expense line from the options list.
      Status Status of the showback statement.
      Showback Definition of the showback statement.
      Last generated Date on which the statement was last generated.
      Published Check box to indicate whether the statement has been published or not.
      Published date Date on which the statement was last published.
    4. Click Submit if you have created a log or click Update if you have edited an existing log.
    5. Click Delete to delete the record.
    6. Click Generate Statement to generate a showback statement for a fiscal period.
      1. Select the showback statement in the Showback Statement Definition field of the Generate Showback Statement pop-up that appears.
      2. Select the fiscal period in the Fiscal Period field.
      3. Click Generate.

        Refresh the Showback Run Logs list to see the status of the showback statement change to Generated.

        Hinweis:

        The Published column indicates whether the showback statements have been published or not by the status of true or false. If the status is false, it means that the showback is not yet published and available for the showback user to see.

        Review the generated showback statement and publish the statement for the showback user to see the report, by navigating to Showback Statement Definition.

    Nächste Maßnahme

    After you publish the showback statement, the showback user can see the showback statement in My Showback Statements.