Versions Compared

Key

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

...

If there are Charges on the Service, with incomplete Billing, the Billable flag should be checked.  For more details, please see the Fields, Logic, and Rules article for Services.

Add

After clicking the AddImage Removed Add_button.jpgImage Added button, the Add New Service Charges form opens.

...

When a Start Date is set to be in the future on a new Charge, the Charge will not take effect until that Date.  Service Desk Actions will ignore any future Charges; Charges will take effect on the Finalization Date.

Editing

The Edit SelectedImage RemovededitSelected.jpgImage Added  button can only be used after a Charge has been added. This form allows the User to select from the Charge Catalog and specify overrides when available to the Charge Override Amount, Quantity, Description, and Override GLA. Once saved, the Charge generates the records required for Billing.

...

It is sometimes necessary to manually delete or stop a Charge. There are certain restrictions in place to prevent deleting Charges that have been billed. After clicking the DeleteImage Removed delete.jpgImage Added  button, a prompt is displayed, warning the User that Non Recurring Charges that have already been Billed will not be deleted and that Monthly Recurring Charges that have already been Billed will be stopped if they would like to continue with the action.

...

When stopping a Charge, click the StopImage Removed stop.jpgImage Added  button. A prompt is displayed requesting a Stop date and advising the User about further restrictions for on stopping Charges, such as Billed Non-Recurring Charges not being deleted, Monthly Recurring Charges being stopped on the Stop Date, and Alternate Recurring Charges (Annual, Semi-Annual and Quarterly) also being stopped.

...