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Configure Billing Delegatee and Delegator for Consolidated Billing

Overview​

Explains how to configure consolidated billing settings between buyers as a preliminary setup for creating consolidated billing invoices.

Purpose​

By standardizing consolidated billing settings, billing data dispersed across multiple buyers can be unified, preventing the billing process from becoming dependent on specific individuals.

The relationship between the configured Billing Delegatee and Billing Delegator is managed centrally and can be used as a data source when creating invoices.

Feature Description​

What is Consolidated Billing?​

Consolidated billing is a feature that allows a specific buyer to consolidate billing for multiple other buyers and create a single invoice.

Confirmed Order (OC), Delivery Notes, Return Delivery Notes, and Credit Notes scattered across multiple buyers can be aggregated into a single buyer and used as a data source for invoice creation.

Roles to Configure​

In the consolidated billing settings, the following two roles are configured:

  1. Assign as Billing Delegatee: Specifies the "parent" buyer who consolidates the invoices.
  2. Assign as Billing Delegator: Specifies the target delegatee from other "child" buyers.

Conditions for Establishing Consolidated Billing​

Consolidated billing is established by setting the buyer who consolidates billing as the Billing Delegatee and setting that delegatee as the delegator from other buyers.

The Billing Delegatee and Billing Delegator settings are used as preliminary configurations for creating consolidated billing invoices.

Instructions​

1. Assign as Billing Delegatee​

Navigate to the Billing Delegatee configuration screen​

  1. Click the Buyers menu.
  2. Click the Connected Buyers tab.
    *Opened by default.
  3. Click Assign as Billing Delegatee.
    Transition to the "Assign as Billing Delegatee to Connected Buyers" page.

Select buyers to set as the delegatee​

  1. Search Buyers
    Enter conditions in each field to filter the buyers you want to set as the delegatee.

  2. Select Buyers
    Check the boxes for the buyers you want to set as the delegatee. You can select multiple buyers.

  3. Click the Apply button.

    Once the process is successful, the selected buyers are set as the Billing Delegatee.

2. Assign as Billing Delegator​

Navigate to the Billing Delegator configuration screen​

  1. Click the Buyers menu.
  2. Click the Connected Buyers tab.
    *Opened by default.
  3. Click Assign as Billing Delegator.
    Transition to the "Delegate billing authority setting" page.

Configure the delegator for each buyer​

  1. Search Buyers
    Enter conditions in each field to filter the buyers for whom you want to configure a delegator.

  2. Select the Billing Delegatee to serve as the delegator from the dropdown menu of the target buyer.

    • Only one Billing Delegatee can be selected as a delegator.
    • If you change the setting from an assigned delegator to Not Assign, the link between the target buyer and the Billing Delegatee can be removed.

  3. Click the Apply button.

    Once the process is successful, the Billing Delegator is configured.

Important Notes​

Prerequisite for Delegator Settings​

When setting a delegator, the target buyer must be configured as a Billing Delegatee in advance.

A buyer who has not been set as a Billing Delegatee cannot be specified as a delegator.