Trackable Quantities on the Bill

Target release	2022.1
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Document status	DRAFT
Document owner	Rob Alber
Designer	Rob Alber
Developers	Rob Alber
QA

Goals

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

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

#	Title	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

Change the existing Quantity label to read "# of Items" or "Count"

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

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.

No changes to Service Desk Labor Charges - Labor hours not treated as Charge Quantity
No changes to Service Desk Equipment Charge descriptions.