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When a Start Date is set to be in the future, on a new Charge, the charge Charge will not take effect until that Date. Service Desk Actions will ignore any Future future Charges; Charges will take effect on the Finalization Date.
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The button can only be used after a Charge has been Addedadded. This form allows the User to select from the Charge Catalog and specify overrides when available to the Amount, Quantity, Description, and Expense GLA. Once saved, the Charge generates the records required for billing.
Note: Charges cannot be added to Services that are not flagged as Billable.
Note: A Default Expense GLA must be supplied on the Expense GLAs tab before Charges can be added.
When a Charge is edited, the User is prompted to select when that change should apply. Selecting "Effective Today" will apply the change immediately, while selecting "Date to Last Billed" will begin as of the date of the last Bill Run. An example of the prompt is displayed below.
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When stopping a Charge, click the button. A prompt is displayed requesting a Stop date and advising the User about further restrictions placed on stopping chargesfor on stopping Charges, such as Billed Non-Recuring Charges not be deleted, Mothly Recuring Charges being stopped on the Stop Date, and Alternate Recuring Charges (Anual, Semi-Annual and Quarterly) being stopped.
Expense GLAs
This tab is of particular importance to the User organization's financial team in that it allows Users to set GLAs for new Services and edit those of existing Services.
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To set a Default GLA for Service, click the Search Icon Picker Icon () in the Set Default GLA field (see above) and select a GLA from the displayed list. This field adds the selected GLA at 100% and replaces any 'Default' type existing GLAs in the Grid above.
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Selecting the button from this Grid does not delete the Equipment entry it merely removes the association. All other Equipment information remains unaffected. When manually editing Equipment, the User should open the equipment Equipment record separately to update any relevant information.
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To manually add a Cable Path to a Service, the User adds the path legs Path Legs to the Cabling Grid. These legs form the Cable Path for each service. Once added to the Service, the Pairs/Strands and Ports/Pins/Len become Assigned.
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To change a Cable Path for a Service, the User can edit and assign new path legs Path Legs to the Service into the Cabling Grid.
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The Alias tab allows the User to create an alias for this service. The Alias replaces the Service ID (phone number) on any rated calls. This tab was created to give the User a method to process and rate calls from Phone Services that are not in the Main > Services > Phones table. The 360 call rating Call Rating process first looks for the originating phone number from the CDR in the Phone Services table. If it’s not found, PCR-360 looks through the Aliases table. If the number is not in the Alias table, the call’s status is changed to Error and it’s saved until such time as 360 knows the number for billing. If the number does exist in the Alias table, the call is processed but the originating number is changed from the Alias value to the number to which it is assigned. A Phone Service can have multiple Aliases.
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After clicking the button, a list of existing contacts Contacts is presented. Contacts can be associated with multiple services. As such, this list displays all active Contacts in the system. Searching through this list and selecting multiple entries allows the User to add all the required contacts. Check each of the Contacts that need to be associated with the Service and click Save.
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The text can be formatted with Bold, _Italics_, or with hyperlinks. Additionally, the User can add ordered lists or unordered lists. Click the button to add the Remark.
Note: Remember that depending on the system configuration Remarks may not be editable once added.
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Viewing Remarks
Selecting the View Remark button opens a read-only data-entry form that displays the text of the Remark.
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To attach one or more files, navigate to the Attachments tab and click the Upload File(s) button located on the Grid Toolbar toolbar above the Attachments Grid. The User is prompted to select the file(s) from their hard drive to upload. Upon selection of a file(s), the upload begins automatically.
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