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Page Properties


Target release

2022.1

Issue

Jira Legacy
serverProfessional Computing Resources
columnIdsissuekey,summary,issuetype,created,updated,duedate,assignee,reporter,priority,status,resolution
columnskey,summary,type,created,updated,due,assignee,reporter,priority,status,resolution
serverId7a84689d-2237-3592-84d4-9185140d2a9a
keyPCR360-9898

Document status

Status
titleDRAFT

Document owner

Rob Alber

Designer

Rob Alber 

Developers

Rob Alber 

QA


Goals

  • Display Charge Quantities on the ViewBill

  • Track Charge Quantities on BillDetails grid

Background and strategic fit

Expanding the Bill data to include quantities allows customers to track more accurately the charges and amounts that they are being billed for.

Assumptions

  • All Quantities on previous bills will not be updated

  • ViewBill output will be longer (extended) since Charge Summary output will be grouped by Qty and Rate

Requirements

#

Title

User Story

Importance

Notes

1

Alter Bill generation process


  • Bill process needs to save the Quantity from the Charge

  • Bill process needs to save the Rate for the Charge

2

Bill Details grid should include Charge Quantity


  • Add new Quantity column to BILL_DETAILS table

  • Add new Rate column to the BILL_DETAILS table

  • Default all archived bills to quantity: 1

  • Default all archived bills to rate: null

  • Non-Quantity Charges will default to Quantity: 1

  • Non-Quantity Charges will default to Rate: null

3

ViewBill Change Summary to include whole and fractional Quantity Charges


 

  • Change "Quantity" on the Catalog rollups to "# of Items" or "Count"

  • Add new Qty/Rate column to Charge Line Items

  • Non-Quantity Charge will display Qty = 1

  • Quantity enabled Charges should display whole or fractional Charge Quantity

  • Quantity enabled Charges should display Charge Rate

User interaction and design

...

Add a new column to the Charge Line Items to display whole or fractional quantities and charge rate.

...


New GLA Split Percent, Quantity and Rate columns on the Bill Details grid

...

Questions

Below is a list of questions to be addressed as a result of this requirements document:

Question

Outcome

Should the Rollup Quantity include the Charge quantities or remain a simple count of the Charges?

Simple Count

How will Archived bills be displayed?

All archived Bills will display "N/A" in the Qty/Rate column of the ViewBill.

How will non-Quantity Charges be displayed?

All non-Quantity Charges will display "N/A" in the Qty/Rate column of the ViewBill.



Not Doing

  • No changes to Service Desk Labor Charges - Labor hours not treated as Charge Quantity

  • No changes to Service Desk Equipment Charge descriptions.