(v1) .Service Tabs v2019.5

Charges

The Charges tab provides the User access to manually control how each Service is billed. There are four functions that can be used to control these Charges: Add, Edit, Delete, and Stop. If you do not want users to modify Charges outside of Service Desk, the configuration option MODIFY_CHARGES_WITHOUT_SERVICE_DESK to modify "permissions" on how Charges can be managed. 

MODIFY_CHARGES_WITHOUT_SERVICE_DESK defaults to ADMINISTRATIVE_USERS.  What this means is that non-Admin Users can only Stop and Start Charges through a Service Desk Item, usually a Service Desk Action.  If this configuration is changed to ALL_USERS by PCR at the Customer’s request, then any User with access to that form can Stop and Start charges directly on the service.  This is often desirable for quick “record-keeping” type updates.  At this point, the Admins can still remove access to the Add, Delete, and Stop buttons via system security if desired. 

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  button, the Add New Service Charges form opens.

From here, the User can select the Charge Catalog and an Override GLA if so desired. The Charge Amount auto fills based on the Default Amount from the given Charge Catalog. Sometimes there is an option for a Charge Override Amount based on the Charge Catalog. A Description is highly recommended for tracking purposes. The Description will be used on the View Bill report for each given Charge. The User can select to prorate the Charges or not based on Billing needs.

Future Start Dates

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  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.

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.

Deleting/Stopping

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  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  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.

Applying an Alternate Recurring Charge

When an Alternate Recurring Charge is selected as the Charge Catalog (Quarterly, Semi-Annual and Annual Charges) for a new Charge, the form gains the addition of a Recurring Date field. This is the date that will be used by the Billing Process to determine which Bills the Charge should display on. The Recurring Date can not occur after the Start Date.

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.

To set a Default GLA for Service, click the 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.

Managing GLA Entries

Users can specify GLAs by clicking the  button located on the 'Expense GLAs' tab. This opens the new Add New Expense GLA form.

From this form, the User can set a single GLA or Multiple GLAs quickly and without having to re-open the form multiple times. There are three fields that can be edited on the table whether the User is Adding a Single GLA or Multiple GLAs.

• Expense Type - This drop-down allows the User to select the Expense Type of the GLA.
  

• GLA - This picker allows the User to select the GLA to associate with the Expense Type.
  

• Percent - The number selector allows the User to specify the percent of the Expense Type to apply to the GLA.
  

Single GLA

The first row of the table is added by default. The User only needs to select the 'Expense Type', 'GLA', and 'Percent' and click the  button.

Multiple GLAs

To add multiple GLAs the User can follow these steps:

• Click the  button.
• This adds a row to the table.
• Repeat to add as many rows as are required.
• When adding multiple GLAs, the percentages of a given 'Expense Type' must equal 100% as in the following example:
  
• If the Percentages are not enough to equal 100%, or exceed 100% the User receives a notice as in the following example:
  
• Once the User has added all the desired GLAs, the form can be saved by clicking the  button. The GLAs are added to the Grid on the Expense GLA tab.

To delete a single GLA record the User must follow these steps:

1. From the Add New Expense GLA form, chose the row to delete.
2. In this example, the Equipment Expense Type is being deleted.
   
3. Right-click the 'Equipment' row. This opens the table context menu.
   
4. Click the Delete Row menu option.
5. The row is deleted.
6. Click the  button.

The Grid updates and the GLA is removed.

Call Details

The Call Details tab provides a listing of all Rated Calls made by this Service. This tab is only available for Phone and Auth Code services. Here, Users can search through all Calls that have been recorded for the Service. This grid displays all Calls recorded with several different variations of the Service ID such as (616) 555-1028 or 555-1028 or 51028 or 1028. It searches for these variations in the Origination and destination phone files.

Billing

The Billing tab provides a listing of every Bill on which this Service has appeared and the MRC, NRC, and Usage Totals that were billed. All Bills that have been run for the specific Service can be viewed and reported on from this tab.

Equipment

The Equipment tab provides the User the ability to manually associate Equipment with a Service. For example, a specific Phone Service may have a phone set, headset, adapters, etc. associated with that Service. This Equipment can be inventoried separately but can be associated with this Service for tracking purposes. Equipment association does not force the data on the Equipment to match data on the Service however when this association is built with Service Order Equipment on Service Desk the information matches automatically.

The User can manually manage these associations by using either the  and  button functionality available on the Services Equipment tab.

Adding Existing Equipment

After clicking the Add Existing button, a list of existing Equipment is presented. An Equipment inventory item must exist before it can be associated with a Service (see the Inventory section for Creating a New Piece of Equipment ). Additionally, Equipment can only be associated with one Service at a time. Consequently, this list only contains Equipment that is not already associated with another Service.

Searching through this list and selecting multiple entries allows the User to add all the required Equipment entries. Check each of the Equipment entries that need to be associated with the Service and click save.

Deleting an Association

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 record separately to update any relevant information.

Cabling

The Cabling tab allows Users to manually add, change, remove, and view Cable Paths. These Paths can also be built from Service Order Cabling on Service Desk.

Adding a Cable Path

To manually add a Cable Path to a Service, the User adds the 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.

Editing/Removing a Cable Path

To change a Cable Path for a Service, the User can edit and assign new Path Legs to the Service into the Cabling Grid.

Viewing the Path

The  button displays the visual Cable Path report of the Cable Path that is currently on the Service.

Pools

The Pools tab provides the User the ability to assign each service to a Service Pool. These Pools are a collection of phone numbers that are grouped with specific Service Catalog requirements. The list of Pools is managed by the Administrator from the Pools section of the application. Each Service must belong to one of the Catalogs or an ancestor Catalog specified on the specified Pool.

Soft Numbers

The is the Soft Numbers (sometimes called Line Appearance) tab is only available for Phone Services. Here, Users can choose to add an existing Phone Service as a Soft Number. Click the  button located on the Grid Toolbar above the Soft Numbers Grid. Add a new Soft Number by clicking the  button. For example, all of the numbers in a department might appear on an administrative assistant's phone.  

While Users who select Add Existing are prompted to choose from a list of existing Active Phone Services, Users who select Add New are prompted to define a new Phone Service in its entirety. Because a Soft Number is a Phone Service in its own right, the Soft Number data entry form is virtually identical to the original Phone Service data entry form.

Alias

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 process first looks for the originating phone number from the call detail record (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 PCR-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.

This is done to hide potentially sensitive Service ID's on the Bill. This tab is only available for Phone Services.

Contacts

The Contacts tab provides the User the ability to manually associate Contacts with each Service. These associated Contacts represent people who may be associated with the Service in some way. These Contacts are separate entries in the Workers/Contacts section of the application that are associated with the Service for tracking purposes. This association can be built manually or via Service Order Contacts on Service Desk.

The User can manually manage these associations by using the Add, Add Existing, and Delete Selected functionality available on the Services Contacts tab.

Adding New Contacts

After clicking on the  button, the User is presented with a data-entry form used to build a basic Contact: First and Last Name, Email, and Phone Number. Adding a new Contact here creates a new record in the Workers/Contacts section of the application.

Adding Existing Contacts

After clicking the  button, a list of existing 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.

Deleting an Association

Selecting  button from this Grid does not delete the Contact entry it merely removes the association.

Remarks

The Remarks tab provides the User the ability to add comments and Remarks to this Service. By default, a Remark cannot be edited or deleted once it is added.

Note: Remember that depending on the System Configuration Remarks may not be editable once added.

Add Remark

Remarks are useful for making notes about a Return Order that might need to be recalled in the future. To add a Remark, follow these steps:

1. Click the button.
2. This will open the 'Add New Remark' form.
   
3. Enter the Remarks desired into the field.
4. Click the 'Save New'   button.

The Remark will be added to the list along with a User ID and time stamp for tracking.

View/Edit Remarks

Double-click or select the  button to open the Remark.

1. The form will open so the User can read all the content of a given Remark.
2. Click the button to commit any changes made to the Remark.

Delete Selected

Clicking the button will delete any existing Remark.

Use of HTML Tags

Some fields within PCR-360 allow Users to input HTML tags to make displaying that information a richer experience for those that are expected to consume it. For more information on HTML tag usage, please see the wiki entry for it.

Adding Via 360 View

An alternative way to add a 'Remark' is from the 360 Search. If a User selects a matching Service from the 360 search results, the Service 360 View form opens. At the bottom of this form, there are a series of buttons. Users can find the 360 View version of the  button. Clicking this button brings up the Add New Remarks form as well.

Aging a Remark

Service Desk

The Service Desk tab provides a list of Service Desk Orders or Incidents that have been created for this Service. Incidents appear immediately when they are created, but Service Orders may not appear in this list until they are completed. Select the Service Desk option to open one of the associated Service Desk entries.

Archived Service Desk Items

When a related Service Desk Item to the Service becomes Archived, the  button will be disabled when it is selected, but the User will still be able to print the Archived record.

Attachments

The Attachments tab allows Users to attach files (including .pdf, .jpg, .doc...) of interest or relevance to the service by upload.

Uploading a File

To attach one or more files, navigate to the Attachments tab and click the Upload File(s) button located on the Grid 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.

Download File

Allows a User to download a file to their local machine. Useful to make modifications to a file which can then be re-uploaded.

Open File

This opens the file, if possible, for viewing by the User. No modifications of the original file can be made when opened in this manner.

Edit Selected

Allows the name of the file to be modified within PCR-360. If a User modifies the name of the file, that is the new name that is used when downloading the file.

Delete Selected

This removes the file from PCR-360.

Locations

One tab that is unique to Phone Services is the 'Locations' tab. This tab only appears when the Multiple Locations flag is checked. This flag indicates that a Phone Service appears in multiple locations and disables the Location field on the main form. From the Locations tab, the User can manually edit all the locations that associated with this Phone Service. This can also be managed from Service Order - Add Locations in Service Desk.

User Defined Fields

The User Defined Fields tab provides access to any extra fields that are defined for the Service Catalog specified on each Service. Any fields that are defined on for the Service appears on this tab.

See Adding User Defined Fields for more information.