Versions Compared

Old Version 8

changes.mady.by.user Persia Xenopoulou

Saved on

compared with

New Version 9

changes.mady.by.user Persia Xenopoulou

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.
Excerpt
hiddentrue

Learn how you can configure and execute Prepaid Billing Run Run

What does this section cover?
Panel
nameblue

Table of Contents

Table of Contents
minLevel2

Navigating to Prepaid Billing Runs

Info
BILLING > BILLING > PERFORM PREPAID BILLING RUNS

What is Prepaid Billing Run ?

In CRM.COM Software the way to bill the customers in a batch mode is done via Billing Runs referred to as Prepaid Billing Runs.

Prepaid billing run is a billing mechanism which is used in cases where customers pay in advance and then they can start using the services that they subscribed to, by deducting the used amount from the paid amount, using the wallets module.

Prepaid billing run is usually performed on a daily basis and is responsible to:

  • Identify the service usage 
  • Rate the used services
  • Debit the related wallets based on that usage

Optionally the prepaid billing run can:

Stop

  • Status
    colourRed
    titleApplicable up to R9
     - Stop subscription services which are left with no wallet creditStart
  • Status
    colourRed
    titleApplicable up to R9
     - Start services which were stopped and are now having enough wallet credit
  • Estimate the date that the wallet amount will be consumed by the subscription services, based on their existing usage and billing term schemes. 

No bills or financial transactions are generated by the prepaid billing run and unlike Normal Billing Runs, Prepaid billing run is only applicable on Subscriptions.Visit Interpreting Prepaid Billing Run Execution Steps for a complete description of all the available processes within Prepaid Billing Runs

Navigate to Prepaid Billing Runs and explore existing records via the Summary page.

In order for the Billing Run to be created, a  Prepaid Billing Run Definition needs to be set up in the system. Once the definition is set up, a new Prepaid Billing Run can be created and executed.

AnchorcreatecreateCreating a Prepaid Billing Run Creating, Editing & Deleting

Click on the link (name or number) of the record of your interest to enter the Data Entry page and have a better look of the available information. Use the Actions Menu to create a new (NEW) Prepaid Billing Run, or modify an existing one if not already executed (EDIT). 
Use the (BACK) link to go back to the summary page and (CANCEL) to cancel any unwanted changes made to the Prepaid Billing Runs. Check out the attributes table below for a thorough explanation of the information kept for Prepaid Billing Runs and the Validations&Restrictions table to find out validations and restrictions applicable when working with Prepaid Billing Runs.
PREPAID BILLING RUNImage Added 

Executing Prepaid Billing Run

Once a Billing Run is created it will then need to be executed 

  1. From the Actions Menu click on ACTIONS > EXECUTE
  2. In the Execute Prepaid Billing Run Modal 
    1. Execute Now: Check the box to execute the Billing Run directly
    2. Scheduled Date: Click on the calendar to select a date and time to start the execution. Click DONE when completed
    3. Click SAVE


Anchor
validations
validations
Validations & Restrictions

ActionValidationsRestrictions
Create
  • Not Applicable
  • Active Billing Run definition exists in the system
Edit
  • All mandatory fields have been defined
  • Life Cycle State = DRAFT
Delete
  • All mandatory fields have been defined
  • Billing Runs cannot be deleted

Anchor
attributes
attributes
Prepaid Billing Run

 attributes 

Attributes 

Name

Description

NumberAn auto generated number which uniquely identifies each prepaid billing run
TypeDefines if the prepaid billing run was performed on a batch or individual mode. The supported values are BATCH and INDIVIDUAL
Life cycle stateState

The life cycle state  of the prepaid billing run. The supported states are the following:

  • Draft: The billing run was not executed yet
  • Identification & Rating: The billing run was executed up to this step
  • Completed: All billing run steps were executed successfully
  • Failed: The billing run was not executed and no bills were created
  • Completed with errors: the billing run was executed, with minor errors and bills were created
Scheduled DateThis is a read only field which is available once you schedule a Run. The date provided shows the latest date that the run is scheduled to be executed.
Bill as of date*

Defines the date that prepaid billing run should be performed as.

  • Status
    colourRed
    titleApplicable up to R9
    - The bill as of date takes a default value based on the bill as of day setting specified in prepaid billing run definitions, although it be modified by users
  • Status
    colourGreen
    titleAvailable from CRM.COM R10.0.0
    - The bill as of date is set equal to the date the Prepaid Billing Run is performed
Enable Stop Service Step
Status
colourRed
titleApplicable up to R9
 

It determines if the stop service step should be performed or not. It is automatically set on creating the prepaid billing run, based on the processing settings specified on the active prepaid billing run definitions.

Note

Status
colourGreen
titleAvailable from CRM.COM R10.0.0
Prepaid Billing Run no longer applies stop services actions

Enable Start Service Step
Status
colourRed
titleApplicable up to R9
 

It determines if the start service step should be performed or not. It is automatically set on creating the prepaid billing run, based on the processing settings specified on the active prepaid billing run definitions.

Note

Status
colourGreen
titleAvailable from CRM.COM R10.0.0
Prepaid Billing Run no longer applies start services actions

Enable Wallet Consumption Estimation Step

It determines if the wallet consumption estimation step should be performed or not. It is automatically set on creating the prepaid billing run, based on the processing settings specified on the active prepaid billing run definitions.

Tip

Skip estimation of wallets for faster execution

CRITERIA
Consider billing term schemes*The billing term schemes that should be considered by the prepaid billing run process. Only billable entities having billing terms of those schemes will be billed. Only billing term schemes classified as prepaid can be included in this list.
Consider accounts receivable classifications*

The accounts receivable classification be considered by the prepaid billing run process. Only billable entities owned by accounts receivable having one of those classifications will be billed.

Filters
Accounts receivableA list of accounts receivable that are used as filters. If specified then only the those accounts receivable will be billed by the prepaid billing run process
SubscriptionsA list of subscriptions that are used as filters. If specified then only those subscriptions will be billed by the prepaid billing run process
GroupsA list of Groups that are used as filters. If specified then only the accounts receivable owned by the specified Groups will be billed by the prepaid billing run process
Scheduling Settings
Scheduling Settings*

Defines if the prepaid billing run is recurring or one time.

  • Status
    colourRed
    titleApplicable up to R9
    - In the case of recurring prepaid billing runs, the recurrence is inherited from the prepaid billing run definitions (and is visible to the user)

Configuring a Prepaid Billing Run  tailored to your company's needs

  • Navigate to BILLING > BILLING > PERFORM PREPAID BILLING RUNS
  • Either search for an existing one or from the Top Menu click on NEW
    PREPAID BILLING RUNImage Removed

  • MAIN INFORMATION

    1. Bill as of date: Click on the calendar and select a date

    2. Life Cycle State: This is read only and will be automatically set by the system

    3. Scheduled Date: This is read only and will be automatically set by the system 

    4. Enable Stop Service Step by Default: Check the box if you would like to enable. (Related configuration can be found at Configuring Prepaid Billing Run Definitions
    5. Enable Start Service Step by Default:  Check the box if you would like to enable and configure accordingly in Configuring Prepaid Billing Run Definitions

    6. Enable Wallet Consumption Estimation Step: Select an option from the drop down list. 

      Info

      Skip estimation of wallets for faster execution

  • CRITERIA

    1. BILLING TERM SCHEMES

      1. Click on ADD and use the search modal to select the Billing term schemes to be included
        OR
      2. Click on ADD ALL BILLING TERM SCHEMES 

    2. CLASSIFICATIONS

      1. Click on ADD and use the search modal to select the account Classifications to be included
        OR
      2. Click on ADD ALL CLASSIFICATIONS

  • FILTERS

    1. GROUPS

      1. Click on ADD and use the search modal to select the groups whose subscriptions should be included (Owned by Group)
    2. ACCOUNTS RECEIVABLE
      1. Click on ADD and use the search modal to select the accounts receivable that should be included 
    3. SUBSCRIPTIONS
      1. Click on ADD and use the search modal to select the subscriptions that should be included

  • SCHEDULING SETTINGS 

    1. Recurring: Check the box if the Billing Run should be recurring
    2. Recurrence Settings: The default values as defined in the Billing Run Definition are loaded. 
      1. Provide a different number and select UOT 
  • From the Top Menu click on SAVE

    • LOG INFORMATION

    Include PageLog Information - GlobalLog Information - Global

    Executing a Prepaid Billing Run

    Once a Billing Run is created it will then need to be executed in order to actually bill the subscribers.Users will have the option to execute a Billing Run up to any of the 4 stages that are available. Visit Understanding Prepaid Billing for a detailed description of all the Billing Run stages available.

    If the Billing Run is not in the final State, i.e. Formatting, then the the user will be allowed to continue with the execution of the Billing  to any of the follow up steps. 

    1. Navigate to BILLING > BILLING > PERFORM PREPAID BILLING RUNS
    2. Search for the Billing Run you would like to execute and click on the number to go to the data entry page
    3. From the Actions Menu click on ACTIONS > EXECUTE
      EXECUTE PREPAID BILLINGImage Removed 
    4. In the Execute Prepaid Billing Run Modal 
      1. Execute Now: Check the box to execute the Billing Run directly
      2. Scheduled Date: Click on the calendar to select a date and time to start the execution. Click DONE when completed
      3. Click SAVE

    Reading Prepaid Billing Run Results

  • Navigate to BILLING > BILLING > PERFORM PREPAID BILLING RUNS
  • Search for an existing Billing Run and click on the number to go to the Data entry page

    • RESULTS

    • Status
      colourGreen
      titleAvailable from CRM.COM R10.0.0
      - In the case of recurring prepaid billing runs, the recurrence is set to 1 day

    Results & Exceptions

    The 2 sections are available once the Billing Run is executed and provide you with the results of the billing

    Results
    1. Number of Generated Wallet Transactions: Provides the total number of wallet transactions generated from the current execution of the billing run
    2. Start Date: Provides the Start Date of the Billing Run
    3. End Date:
    Provides
    1.  Provides the End Date of the Billing Run
    2. Results per Step: Provides all the steps taken for the specific Billing Run and gives analytically the Financial Transactions created and the entities included
    PREPAID BILLING RUN RESULTSImage Removed

    EXCEPTIONS

    Exceptions
     
    1. Accounts Receivable:
    Provides
    1.  Provides the accounts which were not billed due to some error
    2. Code: The code of the error that caused failure in billing the account 
    Log Information
    Log InformationThe standard Log Information
    Panel
    namegrey

    Related Areas

    Filter by label (Content by label)
    showLabelsfalse
    spacesV4Manual
    showSpacefalse
    excerpttrue
    labelsprepaid-billing-basics-r7,prepaid-billing-advanced-r7,prepaid-billing-admin-r7

    heatmap

    Helpful Links

    Panel
    namegrey

    Popular Labels

    Popular Labels
    spaceKeyV4Manual
    style
    Filter by label (Content by label)
    showLabelsfalse
    showSpacefalse
    labelsglobal