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Find out how Learn to work with Rated Billing Items are created |
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Table of Contents
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Navigating to Rated Billing Items
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BILLING APPLICATION > BILLING > MANAGE RATED BILLING ITEMS |
Using Rated Billing Items
Rated Billing Items (RBIs) hold information related to the billing of a Product. This information includes the Product, Price Plan or Usage Service Catalog Rate, applied Additive Discounts or Buy in Advance Requests, Physical Goods quantity or Subscription Service period the product is billed for, the process that created the RBI and more.
Billing Application > Billing > Manage Rated Billing Items
Explaining Rated Billing Items Fields
Name
Description
Accounts receivable
Job
Activity
UDR
Usage Units
Product
- Navigate to Rated Billing Items and explore existing entries via the Summary page.
- Click on the link (name or number) of the entry of your interest to enter the Data Entry page and see more detail.
- Use BACK to return to the Summary page.
- Click on ACTIONS to discover other possibilities available for Rated Billing Items.
- Click on the Audit Log button to view a log of changes performed on the displayed Rated Billing Item.
Check the Validations & Restrictions Table for a list of available Actions when working with Rated Billing Items, including each Action's related restrictions, validations, additional information and a description of its system process. View the Attributes Table below for a comprehensive description of the Rated Billing Items fields.
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Action | Restrictions | Additional Information | System Processing |
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Create |
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Edit |
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Delete |
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Cancel |
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Adjust |
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Set As 'Not To Be Billed |
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Bill |
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The following attributes will be available depending on the Classification (i.e. whether it was created for a Job a Subscription or a UDR) and its Billing Directive.
Name | Description | ||
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Main Information | |||
Number | An auto-generated number which uniquely identifies each Rated Billing Item. | ||
Accounts Receivable | The related Accounts Receivable. | ||
Subscription | The related Subscription (if the Rated Billing Item is related to a Subscription). | ||
Job | The related Job (if the Rated Billing Item is related to a Job). | ||
Billing Directive | Instructions on how the Rated Billing Item will be billed. The available options are the following:
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Penalty Type | Provides the Type of applied penalty, which can take one of the following values
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Invoice Number | The Invoice resulting from the billing of the Rated Billing Item in Normal Billing | ||
Credit Note Number | The Credit Note resulting from the billing of the Rated Billing Item in Normal Billing | ||
Wallet Transaction | The Wallet Transaction resulting from the billing of the Rated Billing Item in Prepaid Billing | ||
Billing Term Instance | The 'Effective' Billing Term instance during the period that the Rated Billing Item covers. | ||
Product | The rated Service or Physical Good. | ||
Cancellation Notes | The reason in the case of cancelling a Rated Billing Item. | ||
Initiated By | The entity that initiated the creation of the | rated blling item. Available entities are normal/interim/prepaid billing runs, subscription action or jobs||
Sign | Defines whether the rated price is a debit or a credit. Available values are: 1 (debit) and -1 (credit) | ||
Rated Billing Item, which can be one of the following.
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Buy in Advance Request Number | The Buy in Advance Request associated with the Rated Billing Item. | ||
Rated Billing Item Summary
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From Date | The date from which a service Service or product Product rating starts. | ||
To Date | The date until on which a rate the rating for a service Service or product Product ends. | ||
Quantity | The total quantity of the physical good Physical Good being rated | ||
Price plan amount | The service or product price plan amount as this is retrieve based on the related billing terms price plan (includes VAT and price plan discount amounts). | ||
Price plan base amount | The related price plan base amount | ||
Price plan discount amount | Discount amount as this is calculated based on the related price plan | ||
Price rate applied conditions | All conditions met in order for this price rate to be set. Data stored in XML format. | ||
Concurrent usage. | |||
Billing Effective Date | The date from which the Rated Billing record is included in the Billing Run process. | ||
Concurrent Usage | Defines the concurrent usage of the rated | serviceService. | |
Rate | percentagePercentage | Defines the rate percentage that was applied on the rated | service|
Ad hoc discount amount | Ad-hoc discount amount | ||
Ad hoc discounts applied conditions | All conditions met that applied the ad-hoc discount. Data stored in XML format. | ||
Auto applied discount amount | Auto-applied discount amount provided | ||
Auto apply discount applied conditions | All conditions met that applied the auto-apply discount. Data stored in XML format. | ||
Penalty type | Provides the type of the applied penalty but only for penalty charges related ratings. The available options are the following:
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Penalty applied conditions | All conditions met in order for the penalty to be applied. Date stored in XML format. | ||
VAT Rate | The VAT rate that was applied during the rating | ||
Total Rated Amount | The service or product rated amount as this is calculated based on the usage. Also includes VAT and discount amounts | ||
Additional billable directions applied conditions | All additional billable or non-creditable subscription service life cycle state periods as defined in the billing terms definitions conditions, stored in XML format | ||
Billing directive | Directions on how the rated billing item should be billed. The available options are the following:
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Billing effective date | The date from which the rated billing record will be included in the billing run process | ||
Invoice line line | The invoice line at which the rating record was included | ||
Credit note line | The credit note line in which the rating record was included | ||
Cancellation Notes | The reason of cancelling the rated billing item, in case that the rated billing item was cancelled | ||
Buy in Advance Request | The Buy in Advance Request that caused the Rated Billing Item record to be created. |
Creating & Saving, Validations & Restrictions
Action | Validations | Restrictions | Additional Information |
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Create | Not Applicable | Not Applicable |
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Creating a Rated Billing Items
Rated Billing Items can only be created via the Billing Run.
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Price Plan Amount | The Price Plan amount applied for the Product. i.e. Based on available and applicable Tiered Rates of the Price Plan
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Price Plan Base Amount | The related Price Plan base amount. | ||
Price Plan Discount Amount | The amount of discount calculated using the related Price Plan. | ||
Usage Service Catalog Base Amount | The Usage Service Catalog Base amount. | ||
Usage Service Catalog Discount Amount | The amount of discount calculated using the related Usage Service Catalog. | ||
Total Rated Amount | The rated amount of the Product calculated based on usage and including VAT and discount amounts. | ||
Auto-Applied Discounts | |||
Auto-Applied Discounts | A list of discounts that have been automatically applied on the Rated Billing Item. | ||
Applied Ad Hoc Discounts | |||
Applied Ad Hoc Discount | A list of Ad hoc discounts that have been applied on the Rated Billing Item. | ||
Log Information | |||
Log Details | The standard set of Log Details information available in all entities. |
Additional Actions
Adjusting Rated Billing Items
The ADJUST Action is used to modify Rated Billing Items (instead of the EDIT button), and it is limited to the specific information fields below:
- Rated From
- Rated To
- Total Amount
Follow these to adjust existing Rated Billing Items:
- Navigate to Rated Billing Items.
- Search for the item that you want to adjust and click on its Number to go to the Data Entry page.
- From the Actions Menu click ACTIONS > ADJUST.
- From the modal window, update the required information.
- Click on SAVE.
Cancelling Rated Billing Items
Rated Billing Items are cancelled. Both 'Billed' and 'Not Billed' Rated Billing Items can be cancelled, and the System handles each case accordingly, with the corrections reflected on the Accounts Receivable or the Wallet by the next Billing. Follow the steps below, to cancel Rated Billing Items:
- Navigate to Rated Billing Items.
- Search for the item that you want to cancel and click on its Number to go to the Data Entry page.
- From the Actions Menu click ACTIONS > CANCEL.
- Provide a Cancellation Reason, to document the action.
- Click on SAVE.
You can confirm that the item is cancelled by checking its Billing Directive.
Billing Rated Billing Items
Normal Billing Run and Prepaid Billing Run are responsible for billing all Rated Billing Items in a batch mode. The manual billing of individual Rated Billing Items is also possible through the respective action, available in the Rated Billing Items Data Entry page. Follow the steps below to bill Rated Billing Items which are not yet billed:
- Navigate to Rated Billing Items.
- Search for the item that you want to bill and click on its Number to go to the Data Entry page.
- From the Actions Menu click ACTIONS > BILL.
You can confirm that the item is billed by checking its Billing Directive which is updated to 'Billed'.
Excluding Rated Billing Items from Billing Runs
Rated Billing Items can be permanently excluded from Billing Runs. This is possible by updating the Billing Directive on the item to "Not To Be billed". The action is possible whether the item has been billed or not and the System will handle each case accordingly. Follow the steps below to exclude Rated Billing Items from billing.
- Navigate to Rated Billing Items.
- Search for the item that you want to exclude from billing and click on its Number to go to the Data Entry page.
- From the Actions Menu click ACTIONS > SET AS NOT TO BE BILLED.
The Billing directive will be updated to 'Not To Be Billed'.
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