(2024.2) Selective Billing for Monthly Recurring Charges
- David Engblom
Target release | Selective Billing |
|---|---|
Epic |
|
Document status | DRAFT |
Document owner | @Rob Alber |
Designer | @Rob Alber |
Developers | @Rob Alber |
QA |
Goals
Add options for Charge Catalog to allow selecting specific Months to bill MRC Charges
Background and strategic fit
In the Higher Education Space, there is some need for non-standard billing frequency - 9 months out of the year. This is applicable for buildings only inhabited for 9 months out of the year. For example, dormitories close down during the three summer months. Therefore, we need only bill services and other charges during the months in which they are occupied.
We are looking into adding these selective or blackout charges to PCR-360. It would be designed only for Monthly Recurring Charges. Allowing the MRCs to bill for specified months but skip others. These new Monthly Recurring Charges would not support Forward or Backward Billing, it would bill only during the selected months.
Assumptions
Forward Billing will be disabled for Selective Billing MRC
Backward Billing will be disabled for Selective Billing MRC
Requirements
Title | User Story | Importance | Notes | |
|---|---|---|---|---|
| 1 | Add new Selective Billing options to Charge Catalog |
| Must-Have |
|
| 2 | Modify Bill Generation process to skip blackout months | Blackout months are either not Billed or Billed Zero | Must-Have |
User interaction and design
Selective Billing Toggle & Behavior Selector
Month Selector
Questions
Below is a list of questions to be addressed as a result of this requirements document:
Question | Outcome |
|---|---|
Will selective Billing Charges also support Forward or Backward Billing? | No, not at this time. |