Manual Charge Corrections - Batch Update (FT-1015.007)

About this document

Scope

This document provides background information as well as a functional description of the FT-1015.007 Manual Charge Corrections - Batch Update standard feature. The described feature is supported from the release version 5.2 onwards.

Note

Manual Charge Corrections - Batch Update is a standard feature and does not require a special license.

This feature is part of the Billing Cycle Management functionality with number FN-1015.

Feature Availability

Feature overview

Goals

The aim of the Manual Charge Corrections - Batch Update feature is to allow adding a Manual Charge Correction to multiple Accounts as a batch operation via dedicated API and GUI.

Functionality of the feature

Adding manual (one-time) Charge Correction during (or at the end of) a Billing Cycle is an important task during operations and working with Accounts.
While those might get added all along the Billing Cycle, whenever such a demand comes up, an essential time is the Billing Cycle itself. After reviewing the Pre-Bill Report and analyzing various charges, a need might come up to correct cost items of multiple Accounts (for example because of a misconfigured Price Plan).

CMP does offer an easy GUI and batch load option to make such task easy and fast.

Single Charge Correction

The User Interface does offer a simple way of adding the same charge to multiple Accounts at the same time.
It does provide the following input:

• Charge Group (like “Base Subscription Pricing” or “Overage Costs“)

• Charge Type (like “Monthly Recurring Charge“ or “Activation Charge”)

• Quantity

• Service Period

  • From

  • To (optional)

• Price per Piece

• Zero TAX Indicator (to indicate if charge applies for standard VAT rate or zero TAX)

• Charge Text (single line text)

• Charge Info (multiple line text; optional)

• Charge in Current Billing Cycle Indicator (to indicate if charge should still apply to current or next Billing Cycle)

• Account (one or many)

 Once submitted, the charge will be kept as a Group (Charge Group) in a staging area to still allow reviewing and correcting the charge. A User has to approve the Group, in order to apply it to all associated Accounts.

Once approved, the charges can’t be modified anymore and will be either issued at the current or next (following) Billing Cycle.

Batch Charge Correction

The batch operation is very similar to the Single Charge Correction.
However, it does involve an Excel file to allow to generate multiple Charge Groups in one go.

The User Interface does offer a “template”, which can be downloaded by the User (optional).
Based on this template, one or many Charge Corrections can be filled in and then uploaded to CMP via a batch operation.

CMP will verify all content first. In case of any error, the entire file gets rejected.
If successfully, one Charge Group will be generated per line (assigning the charge to one or many Accounts).

Those Charge Groups are then available at the staging area and have to be manually approved (each) in order to finally issue them.