This window lets you change a customer's bill cycle.
Exceptions
There are several circumstances where the IDI platform will not permit you to change a bill cycle.
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You cannot change a customer's bill cycle under the following circumstances:
The customer is billing inactive (this does not include disconnected customers).
The desired destination bill cycle does not have a current bill period created.
The customer just moved into the bill cycle from a previous change request and has not invoiced.
The customer is part of a corporate tree structure. Individual accounts within a corporate structure cannot be moved independently. The entire corporate structure must be moved together.
Considerations for Corporate Accounts
There are special considerations for changing the bill cycle for a corporate account. All individual accounts within a corporate account must belong to the same bill cycle; therefore, the bill cycle for all accounts must be changed together. To do this you need to issue the request from the parent (root) account. This requires Manager Override authority.
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Users with the Manager Override permission may move entire corporate tree structures. The following rules apply:
You must perform the bill cycle change on the parent (root) account. If you attempt to change the bill cycle on a child account, you'll get a message instructing you to issue the request from the root account.
All accounts (inactive, disconnected, and so on) under the root account will be issued a bill cycle change. This avoids problems with reconnects.
The request will fail if any child request fails due to invalid dates.
You'll be required to respond to the Manager Override confirmation dialog.
How to Use this Window
The Origination Bill Cycle Information area indicates the current bill cycle and provides a drop-down menu for selecting the origination bill period. This menu contains the current (unbilled) bill period and all future bill periods which have been created. If the customer has never billed, bill periods with an end date greater than today's date will be listed. Each bill period is marked as Recommended or Override Required.
To change a customer's bill cycle:
Select the Recommended origination bill period. Periods marked as Override Required require Manager Override.
Select the Destination Bill Cycle. This populates the Destination Bill Period drop-down menu with the bill periods that have been created for the selected bill cycle.
Select the Recommended Destination bill period. Periods marked as Override Required require Manager Override.
Click Save to submit the bill cycle change request.
Notes:
The Save button is only enabled if the selected origination and destination bill periods are valid with regard to date.
When you submit a bill cycle change request, the Bill Cycle indication on the Customer window header is immediately updated to show the new bill cycle. Therefore, this indicator will be incorrect until the destination bill period occurs and the new bill cycle goes into effect.
If you make a mistake and select the wrong bill cycle you'll need to submit a clerk request to change the bill cycle again.
See also