Configuring Billing Term Schemes for Jobs

Owned by Persia Xenopoulou (Deactivated)
Last updated: Jan 11, 2017 by p_demou (Deactivated)
4 min read

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Navigating to Billing Term Schemes for Jobs

CONFIGURATION > BILLING APPLICATION > BILLING > SET UP BILLING TERM SchemeS

What are Billing Term Schemes for Jobs?

Billing Term Schemes for Jobs is a system function used to control the creation or modification of Job's Billing Terms by providing options for each input field and by setting default values.  Billing Term Schemes for Jobs also control Billing Engine processes by providing the rules and policies that are applied during Billing Runs.

  • Navigate to Billing Term Schemes for Jobs and explore existing records via the Summary page.  
  • Click on the link (Name or Number) of the record of your interest to enter the Data Entry page and see more detail. 
  • Use the Actions Menu to create a NEW Billing Term Scheme for Jobs, modify (EDIT) or DELETE  an existing one.  
  • Use the BACK to return to the Summary page and CANCEL to revert any unwanted changes made to the Billing Term Schemes for Jobs.

Check the Validations & Restrictions Table below for a list of available Actions when working with Billing Term Schemes for Jobs, including each Action's related validations, restrictions and additional information. View the Attributes Table for a comprehensive description of the Billing Term Schemes for Jobs fields.

 Billing Term Schemes for Jobs

Validations & Restrictions 

ActionValidationsRestrictionsAdditional InformationSystem Processing
Create
  • Mandatory Fields must be defined
  • Not Applicable
  • Not Applicable
  • Not Applicable
Edit
  • Mandatory Fields must be defined
  • Cannot be edited if they have been added to one or more entity.
  • Use Amend action instead
  • If there is at least one or more versions of a Billing Term Scheme for Jobs, then a new Billing Term Scheme instance is created. The new Instance will have the same values and Billing Term Code as the previous one, an augmented version number, and the modified information.
  • Not Applicable
Delete
  • Billing Term Schemes cannot be deleted if there are billable entities which are not terminated or have billable information which was not processed and billed yet.
  • Not Applicable
  • Not Applicable
  • Not Applicable
Amend
  • Mandatory Fields must be defined.
  • Name and Code must be unique.
  • Not applicable
  • Not applicable
  • New Billing Term Scheme Instance
    • Version number will increase by 1
    • Effective Date will be set to the current date
    • All the configuration will be carried over from previous version
  • Previous Billing Term Scheme Instance
    • Expired On will be set to the current date
    • Life Cycle Date will be updated to 'Terminated'.

 Attributes

An * indicates a field is mandatory

Name

Description

Main Information
Billing Term Code*The code used across all Billing Term Scheme instances.
Classification*

Determines the billable entity that can use the Billing Term Scheme. In this case, the Classification is set to Jobs.

Billing Type*

Defines the Billing Type that will be used by the billing engine in order to bill Services and Physical Goods, which can only be Normal in case the Classification is set to Job.

Name*The name of the Billing Term Scheme.
DescriptionA description of the Billing Term Scheme.
Life Cycle StateDetermines the state of the Billing Term Scheme. The following Billing Term Schemes Life Cycle States are supported:
  • 'Draft': Cannot be used to create Billing Terms.
  • 'Effective': Can be used to create Billing Terms and to apply billing rules during Billing Runs.
  • 'Terminated': Cannot be used to create new Billing Terms. Billing Terms already related with a 'Terminated' Billing Term Scheme will still be billed by applying the billing rules specified on that Scheme.

Effective From& Expired On *

Each Billing Term Scheme has an Effective From and Expired On date, which are set automatically when the Billing Term Scheme is created or replaced by another Billing Term Scheme.

Version

A version number is auto-generated and is kept on each Billing Term Scheme to define the specific instance. If the version is already in use by a Job, a new Billing Term Scheme version is created each time the Billing Term Scheme is amended.

The "VIEW PREVIOUS VERSIONS" link enables the user to search and view previous versions of the Billing Term Scheme.

ConcurrentUsage BasedPricing

APPLICABLE UP TO CRM.COM R9.0.0

Determines if concurrent usage-based pricing can be specified in Billing Terms of this Scheme.

From R10.0.0 the "Concurrent usage-based pricing" for Jobs is performed  through the Subscriptions Billing Term Schemes

Allowed Attributes
Allowed Price Plans
Price PlansDetermine which Price Plans can be used during the creation of Billing Terms of a specific Billing Term Scheme. By default, all Price Plans can be selected. If a Billing Term Scheme does not include any allowed Price Plans, then all valid Price Plans can be used for this Scheme.

Default

AVAILABLE FROM CRM.COM R11.2.0

The Price Plan that will be set as soon as the Billing Term Scheme is selected.
Billing Rules
Discount Options *

Determine if the Billing Terms will use Fixed or Flexible Pricing. If Fixed Pricing is selected, then Ad hoc Discounts cannot be applied to billable entities with Billing Terms of this Scheme.

Log Information
Log DetailsThe standard set of Log Details information available in all entities.

Additional Actions for Billing Term Schemes

Billing Term Schemes cannot be updated if at least one Subscription/Job uses the specific Billing Term Scheme. If a Billing Term Scheme is required to change then a new Version of the scheme will be created.

Amend Billing Term Scheme

To amend a Billing Term Scheme follow the steps below:

  1. Navigate to Billing Term Schemes.
  2. Search for an existing Billing Term Scheme.
  3. Click on the number of the scheme to go to the Data Entry page.
  4. From the Actions Menu click on ACTIONS > AMEND.

  5. Make the required changes.

    Note that the following fields cannot be amended:

    • Code
    • Type
    • Classification

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