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Find out how to modify an existing Prepaid Billing Run

CRM.COM Software allows you to modify an existing Prepaid Billing Run through Prepaid Billing Run Module.

You can only modify a Billing Run if its in Life Cycle State is still Draft

The only update that can be done to Billing Runs with any other state apart from Completed or Completer with errors, is to execute them and bring them to a different stage. Visit Creating and Executing a Billing Run to see how you can execute already created Billing Runs.

Follow the steps below in order to modify an existing Billing Run with Life Cycle State set to Draft

Login using your username and password
Navigate to Billing Application > Billing
Click on Perform Prepaid Billing Run
The Billing Run summary screen is displayed
Use the Criteria section to search for the Billing Run you would like to update
For a description of the fields go to Viewing a Billing Run
Once retrieved click on the Billing Run Number
The Billing Run Detail page is displayed
Go to the Main Information Section
1. Life cycle state:The default state should be set to Draft and will be Read Only
  1. Draft: The billing run was not executed yet
2. Bill as of date: You can change the date that Prepaid Billing run should be performed as.
  The bill as of date takes a default value based on the bill as of day setting specified in Prepaid Billing run definitions. This may be updated.
3. Enable Start Service Step by Default: Denotes whether the Billing Run will include a step to start any services that are deactivated and they have been settled
  The flag will be set by default as it is defined in the Prepaid Billing Run Definition
4. Enable Stop Service Step by Default: Denotes whether the Billing Run will include a step to stop any services that were activated but there is not enough money in the wallet to cover the services
  The flag will be set by default as it is defined in the Prepaid Billing Run Definition
5. Enable Wallet Consumption Estimation Step: Denotes whether the estimations with regards to remaining consumption days (based on wallet balance) will be executed as part of the Billing Run.
  The flag will be set by default as it is defined in the Prepaid Billing Run Definition
6. Scheduling settings:
  1. Recurring: Check or uncheck the box if the Prepaid Billing run is to be executed recurringly or once off
    In the case of recurring Prepaid Billing runs, the recurrence is inherited from the Prepaid Billing run definitions (and is visible to the user)
Go to Consider Billing Term Schemes Section
1. Place a check in the boxes of the Billing Term Schemes that you would like to include
  Leave blank to include all
Go to Consider Accounts Receivable Classifications Section
1. Place a check in the boxes of the Accounts Receivable Classifications that you would like to include
  Leave blank to include all
Go to Filters Section
1. Click on Add and select between
  1. Subscription
  2. Account receivable
  3. Owned by Group
  A Search Modal window will appear
2. Search for the records that you would like to add
3. Select the records by placing a check in the box located on the left hand side of the Item Number
4. Click on Select located on the Right hand side window
  The records selected will be added
Once completed, from the Top Menu click on Save
The Billing Run parameters are updated accordingly

Find out how to delete an existing Prepaid Billing Run

CRM.COM Software does not allow you to delete an existing Prepaid Billing Run. If once created you do not want to proceed then the Execution process can be skipped or if the Billing Run is still in Draft Life Cycle State it can be modified as described above.
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Related Areas

Page:

Creating and Executing Prepaid Billing Runs — Learn how to create Prepaid Billing Run to bill prepaid subscriptions
Page:

Viewing a Prepaid Billing Run — Navigate to Prepaid Billing Run and view existing Prepaid Billing Run
Page:

Modifying Prepaid Billing Runs — Navigate to Prepaid Billing Run and learn how to update and delete existing Prepaid Billing Run
Page:

Understanding Prepaid Billing Run Execution — Find out about the processes executed in a Prepaid Billing Run

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