Assigning a Delivery Pattern or Billing Pattern

A delivery pattern or a billing pattern must be assigned to each product on creation. Delivery patterns are defined for benefit products. Billing patterns are defined for liability products. A delivery pattern defines how and when a benefit product is delivered to a client in the form of a payment. A billing pattern defines how and when a liability product is delivered to a client in the form of a bill. All delivery and billing patterns include a delivery or billing method and a delivery or billing frequency. For example, a product is delivered to a client every two weeks on a Monday by EFT.

The following subsections describes the delivery and billing pattern information that can be defined. Note that an administrator can also set up new delivery patterns and billing patterns as part of administration.