Bill To Contact gets filled by default
Refer to Support
Description of the Issue:
Client is overall not using Bill-to-Contacts. As of that the Accounts do not have any Relationship set up and the Bill-To-Contact in the Exhibitor is empty. Still, when a Service Order is created the System defaults a Bill-to-Contact in the order.
For the past weeks we were trying to find out how and why the system is doing it and how we could prevent this default behaviour.
Suggested to Client
Can you check if you have set an Org Parm?
https://supportcenter.ungerboeck.com/hc/en-us/articles/213463517-Default-the-Bill-To-for-New-Events
Find the organizational parameter BK (Application) 081 (Code).
As far as I can see on UAT, BK081 is set to value 1, so no Bill to Contact should actually be entered by default, but…
…the system can also be configured to automatically add all accounts as their own billing addresses. This functionality can be configured by users with system administration rights by setting the Scope field for the billing relationship type to Mandatory, which is listed on the relationship types page.
P.S. … perhaps a previously set billing contact relationship was deleted - this should not happen - see here: Last section
Managing Billing Relationships
It is not recommended to delete a billing relationship after a billing account has been used for an invoiced order for the specified order account. Instead, it is best practice to terminate the billing relationship. In exceptional cases, it is possible to delete a billing relationship by following the steps outlined in Deleting a Relationship Between Accounts.
!!! Did not work !!!
Client:
FWTM_1997618870
Version:
25.12025052101 (Tested on UAT)
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Josiane Mikhael please verify
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Seth Halvaksz can I create a Jira for this. Joel Nisbett also gave feedback last week:
“as far as I can tell this is a bug. I don't see an explanation for why the Bill-to Contact is being defaulted onto the service orders. I suggest sending it over to dev.” -
Dominik, I need review of this post by a senior member of support please
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Seth Halvaksz I have worked this issue with Dominik, we checked all possible configurations, knowledge base articles (link in the discritption)
Reached out to Scaled CSM, as well few consultants, what ever we do, the Bill-to-contact gets defaulted to the service orders. We do think this is a bugThanks
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Thanks for researching.
I understand the issue is:
“when a Service Order is created the System defaults a Bill-to-Contact in the order”
Ryan Ungerboeck can you advise here?
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I am not aware of configurations that impact the defaulting of the bill to contact on an order - but order creation is not an area I frequently work in.
BK parameter would imply that impacts booking or events, but not orders.
In terms of why it is defaulting in this case for a bill to contact - I wouldn't expect it to default a bill to contact if the bill to contact relationship is not established on the account to the contact - although it will default the order contact as the bill to contact. -
Seth Halvaksz can this go to Dev for in depth check?
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This will need a ticket for dev to look at it. Please go ahead and open a ticket and add it here for reference.
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Dominik Obelöer Is there a bill to on the account? We were told that if there is no bill-to on the exhibitor record (as it in this case) it defaults to the bill to on the account.
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I was directed to a previous ticket where this was worked on (CRM-1120). Here's the defaulting behavior when adding a service order from the exhibitor:
“The standard logic is to use the Exhibitors “Bill-To Contact“ as a default first. If that is empty, than it pulls the contact from the Exhibitors “Bill-To Account“ if that is setup. Then if that account field is not filled in, it will use the Exhibitor’s Account to find the contact. That logic is working as expected in the latest 23.1 code.”
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