Threshold Billing Script Without Video
- 1. Threshold Script This documents the basic threshold script used in Expert’s Billing application
- 2. Session Goals • Provide refresher for billing threshold feature. • Provide minimum script needed to get feature to function • Discuss main pain points • Assumptions: Knowledge of threshold feature & BasicScript experience Note: Users without BasicScript experience should attend training or find a mentor to facilitate initial customization projects
- 3. Feature Overview • Classic Billing • Allows scripted control over prepare flag in BLT_BILL • Scripting language: BasicScript • Function returns message indicating reason for failure to prepare
- 4. Minimum Script Required function ValidatePrebillWriteUpDownThreshold (params as ParameterSet) as String dim prebill_num as long dim result as string result = "" prebill_num=params.Value("PrebillNum") result=" This was just a test for prebill: " + str$(prebill_num) ValidatePrebillWriteUpDownThreshold=result end function
- 5. Session Notes Experienced BasicScript programmers • Function name is critical. If name is incorrect, billing application will not run the script. Effectively, the use of the wrong function name will do nothing • Params (passed in the function header) sends data about the bill being prepared to the script. The example script shows prebill_num as the param, but there are others. Contact Support for additional information.
- 6. Session Notes Experienced BasicScript Programmer • To set the prepare flag to Yes – return blank string • To set the prepare flag to No – return message to user • Example: • Result = “” <this will allow the bill to be posted> • Result = “The bill exceeded $100,000. Please contact Billing manager for assistance.” <this will not allow bill to be posted. See billing threshold KB article for setup details. Contact Support for help in locating that KB article.>
- 7. Session Notes Novice BasicScript programmer • If the example script didn’t make sense, you have two choices: • Use trial and error to get the script to run the way that meets your specific business rules. (This can be time-consuming and frustrating, but under the right circumstances can be an excellent way to learn basic programming concepts. The drawback is that your managing partner or the accounting manager needs this done immediately.> • Contact Aderant Training for appropriate training resources. Or use the Expert User’s Group as a resource. (Ideally, you’ll reach someone with the time to act as your mentor.) • Note: Support can provide assistance on a minimal basis, but with the volume of Support calls, it’s best to find an experienced programmer to handle this for you. If you can manage it, see if the programmer can walk you through the finished script.