(v1) Charges Report

Overview

The Charges Report grid allows a User to see the current status of all Charges within PCR-360.

Note: it should be noted that this grid has been optimized for an unfiltered view.  Once search filters are applied to the grid, Users will notice slower response times as multiple different Charge Types are selected.

Among the details that can be found on this grid are:

1. The Charge Type of the Charge.
2. Whether or not the Charge can be set to Prorate.
        Note: The BILL_MRC_CHANGE_FORCE_PRORATE parameter controls this column's appearance.  When set to True, the column will disappear as all Charges will Prorate by default.
3. The MRC Start Date value is populated for Monthly Recurring Charges.
4. The MRC Stop Date value is populated for Monthly Recurring Charges.
5. The NRC Transaction Date value is populated for Non-Recurring Charges.
6. The Annual/Semi-Annual/Quarterly Start Date value is populated for Alternate Recurring Charges (Annual/Semi-Annual/Quarterly).
7. The Annual/Semi-Annual/Quarterly Recurring Date value is populated for Alternate Recurring Charges (Annual/Semi-Annual/Quarterly).
8. The Annual/Semi-Annual/Quarterly Stop Date value is populated for Alternate Recurring Charges (Annual/Semi-Annual/Quarterly).
9. The last date the Charge has been Billed Through.
10. The Billing Group is the Charge related to.
11. The Charged Item field, indicates:

    • for Equipment:

      • Equipment ID

      • Asset Tag

      • Serial Num

      • Equipment Catalog

    • for Services:

      • Service ID

      • Service Catalog

    • for Service Desk Items:

      • Order Number

      • Action Number

      • Phone Number

      • Service Desk Item Number

    • for GLAs:

      • GLA Description

12. The Charge Source, which indicates if the Charge originated from a GLA, Service, (v1) Equipment, or (v1) Service Desk record.
13. The Importable Charge RECID, which indicates the RECID associated to the GLA, Service, (v1) Equipment, or (v1) Service Desk record for use in Charge Imports.
14. The Source Status to indicate the current state of the Source.
15. The Charge Catalog for the Charge.
16. The Charge Description for the Charge.
17. The Owner of the Charge is indicated by the Source Owner.
18. The Amount Billed.
19. The Expense GLA for the Charge.
20. The GLA Percent for the Charge.
21. Indicators for:
    • The Charge Catalogs's Bill Forward status
    • The Charge Catalog's Bill Backward status
    • If the Charge has been Billed
    • If Charge is Billing Complete
22. The Charge Quantity for the Charge.
23. The Quantity Rate for the Charge.

Charge Type Selector

To optimize the performance of this Grid, the Charge Type Selector allows the User to view just Charges of a specific type. When multiple different Charge Types are selected, the Grid will begin to experience some slowness.

Viewing a Charge's Source

To view the source of a Charge, all a User needs to do is click the  button. This will open the respective GLA, Service, (v1) Equipment, or (v1) Service Desk record the Charge is associated with.