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Managing Rated Billing Items

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Navigating to Rated Billing Items

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.

  • 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. 

 RATED BILLING ITEMS

Validations & Restrictions

 

ActionRestrictionsAdditional InformationSystem Processing
Create
  • Rated Billing Items cannot be manually created. They are created by the Rating Process of the Prepaid or Normal Billing Run
  • Not applicable
  • Not applicable
Edit
  • Rated Billing Items cannot be edited (Check Adjust action)
  • Check Adjust Rated Billing Items action
  • Not applicable
Delete
  • Rated Billing Items cannot be deleted
  • Check Cancel Rated Billing Items action
  • Not applicable
Cancel
  • Not Applicable
  • Not applicable
  • Depending on whether the cancelled item is billed or not, the result will differ:
  • If Not Billed
    • Billing Directive of Existing Item: Updated to 'Cancelled.'
  • If Billed
    • Billing Directive of Existing Item: Updated to 'Cancelled.'
    • New identical Rated Billing Item is created but with an opposite sign
    • On the next Billing Run
      • The period for which the item was cancelled will be re-billed
      • The new Rated Billing Item will be included in the Billing Run
Adjust
  • The Billing Directive is not 'Cancelled'
  • Only the following fields can be adjusted:
    • Rated From
    • Rated To
    • Total Amount
  • The Rated Billing Item is 'Cancelled.'
  • A new Rated Billing Item is created which replicates the previous one but with the specified information adjusted
  • If the Rated Billing Item which is being adjusted is already billed then a reverse Rated Billing Item is also created, having the same attributes but an opposite sign
Set As 'Not To Be Billed
  • The Billing Directive is not 'Cancelled'
  • Not applicable

  • Depending on whether the updated item is billed or not, the result will differ:

    • If Not Billed
      • Billing Directive of Rated Billing Item: Updated to 'Not To Be billed
      • The next Billing Run will ignore it
    • If Billed
      • Billing Directive of Rated Billing Item: Updated to 'Not To Be Billed.'
      • New identical Rated Billing Item is created with an opposite sign
      • On next Billing Run the period for which the item was updated it won't be billed
      • The new one will be included in the Billing Run
Bill
  • The Billing Directive is 'Not Billed'
  • Not applicable
  • Billing Directive is updated to 'Billed'

 

Attributes

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

Main Information
NumberAn auto-generated number which uniquely identifies each Rated Billing Item.

Accounts Receivable

The related Accounts Receivable.
SubscriptionThe 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:

  • Not Billed
  • Billed
  • Not To Be Billed
  • Cancelled

Penalty Type

Provides the Type of applied penalty, which can take one of the following values

  • Not Penalty
  • Minimum Effective Period
  • Cancellation In Binding
  • Cancellation Out Binding
Invoice NumberThe Invoice resulting from the billing of the Rated Billing Item in Normal Billing
Credit Note NumberThe Credit Note resulting from the billing of the Rated Billing Item in Normal Billing
Wallet TransactionThe Wallet Transaction resulting from the billing of the Rated Billing Item in Prepaid Billing
Billing Term InstanceThe '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 Billing Item, which can be one of the following.

  • Normal Billing Run
  • Prepaid Billing Run
  • Subscription Bill Action
  • Job Bill Action
Buy in Advance Request NumberThe Buy in Advance Request associated with the Rated Billing Item.

Rated Billing Item Summary

Price Plans: Available for all Product Classifications apart from Usage Services

Usage Service Catalog: Available for Usage Service Classification Products

 

From DateThe date from which a Service or Product rating starts.
To DateThe date on which the rating for a Service or Product ends.
QuantityThe total quantity of the Physical Good being rated.

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 Service.

Rate Percentage

Defines the rate percentage that was applied on the rated Service.

Price Plan Amount

The Price Plan amount applied for the Product. i.e. Based on available and applicable Tiered Rates of the Price Plan

If no Tiered Rates are available in the Price Plan or applicable for the product, for the rated period, then the 'Price Plan Amount' is equal to the 'Price Plan Base Amount.'

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 AmountThe rated amount of the Product calculated based on usage and including VAT and discount amounts.
Auto-Applied Discounts
Auto-Applied DiscountsA list of discounts that have been automatically applied on the Rated Billing Item.
Applied Ad Hoc Discounts
Applied Ad Hoc DiscountA list of Ad hoc discounts that have been applied on the Rated Billing Item.
Log Information
Log DetailsThe 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:

  1. Rated From
  2. Rated To
  3. Total Amount

Follow these to adjust existing Rated Billing Items:

  1. Navigate to Rated Billing Items.
  2. Search for the item that you want to adjust and click on its Number to go to the Data Entry page.
  3. From the Actions Menu click ACTIONS > ADJUST.
  4. From the modal window, update the required information.
  5. 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:

  1. Navigate to Rated Billing Items.
  2. Search for the item that you want to cancel and click on its Number to go to the Data Entry page.
  3. From the Actions Menu click ACTIONS > CANCEL.
  4. Provide a Cancellation Reason, to document the action.
  5. 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:

  1. Navigate to Rated Billing Items.
  2. Search for the item that you want to bill and click on its Number to go to the Data Entry page.
  3. 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.
 

  1. Navigate to Rated Billing Items.
  2. Search for the item that you want to exclude from billing and click on its Number to go to the Data Entry page.
  3. 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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