<?xml version="1.0" encoding="UTF-8"?>
<!--
Licensed to the Apache Software Foundation (ASF) under one or more
contributor license agreements. See the NOTICE file distributed with
this work for additional information regarding copyright ownership.
The ASF licenses this file to you under the Apache License, Version
2.0 (the "License"); you may not use this file except in compliance
with the License. You may obtain a copy of the License at
http://www.apache.org/licenses/LICENSE-2.0 Unless required by
applicable law or agreed to in writing, software distributed under the
License is distributed on an "AS IS" BASIS, WITHOUT WARRANTIES OR
CONDITIONS OF ANY KIND, either express or implied. See the License for
the specific language governing permissions and limitations under the
License.
-->
<section xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" version="5.0"
    xmlns:xl="http://www.w3.org/1999/xlink" xmlns:xi="http://www.w3.org/2001/XInclude"
    xsi:schemaLocation="http://docbook.org/ns/docbook ../../../content/dtd/docbook.xsd"
    xmlns="http://docbook.org/ns/docbook">
    <title>The Billing Account Roles help screen</title>
    <para>This sub menu allows parties with specific roles to be associated with to a Billing
        Account. Roles allows you to specify a party role. </para>
    <para> is used to specify which party should be billed for the billing account. It can be used
        as follows:</para>
    <para>
        <itemizedlist>
            <listitem>
                <para>Simple billing account for a single party</para>
            </listitem>
            <listitem>
                <para>More complex billing account where multiple parties (eg company subsidiaries)
                    charge invoices to the billing account but a different party (eg head office)
                    will pay the account </para>
            </listitem>
        </itemizedlist>
    </para>
    <section>
        <title>How do I add a party role to a billing account?</title>
        <para>Select the 'Roles' sub menu</para>
        <orderedlist>
            <listitem>
                <para>Enter or use the lookup to select the 'Party Id'</para>
            </listitem>
            <listitem>
                <para>Select the 'Role Type Id' from the drop down box (eg Bill To Customer)</para>
            </listitem>
            <listitem>
                <para>Leave the 'From Date' blank (NOTE: If left blank it will default to the
                    current date and time)</para>
            </listitem>
            <listitem>
                <para>Leave the 'Thru Date' blank</para>
            </listitem>
            <listitem>
                <para>Press the 'Add' button</para>
            </listitem>
        </orderedlist>
        <para>The new party role is displayed at the bottom of the screen </para>
    </section>
    <section>
        <title>How do I update a party role for a billing account?</title>
        <para>The only field that can be updated for a party role is the 'Thru Date'. If any other
            details need to be amended then the entry will need to be deleted and then
            recreated.</para>
        <para>
            <orderedlist>
                <listitem>
                    <para>Select the 'Roles' sub menu</para>
                </listitem>
                <listitem>
                    <para>Locate the entry that needs to be amended</para>
                </listitem>
                <listitem>
                    <para>Enter or use the lookup to enter the 'Thru Date'</para>
                </listitem>
                <listitem>
                    <para>Press the 'Update' button for the entry </para>
                </listitem>
            </orderedlist>
        </para>
    </section>
    <section>
        <title>How do I delete a party role from a billing account?</title>
        <para>
            <orderedlist>
                <listitem>
                    <para>Locate the entry that needs to be deleted</para>
                </listitem>
                <listitem>
                    <para>Press the 'Delete' button next to the entry</para>
                </listitem>
                <listitem>
                    <para>The entry will be removed from the bottom of the screen </para>
                </listitem>
            </orderedlist>
        </para>
    </section>
</section>
