This action is installed as part of an IDI software installation. It supports reversing penalties applied during final billing when reconnecting an account or service.
The action is designed to work in conjunction with the Billing Order Processed trigger. The system will look up the services assigned to the reconnection order and perform the following updates:
Reverse contract penalties associated with services assigned to the reconnect order. The system will look up the contract penalties invoiced to the services on the reconnect order and apply an adjustment to the invoice that generated the penalty.
Reverse the fees associated with the installment plan balance. The system will look up the installment plan balance fees associated with services on the reconnect order and apply an adjustment to the invoice that generated the penalty.
Restore the installment plan with the number of months left at the time of disconnection. Missed installments are moved to the end of the original installment plan. For example, if the service is being reconnected after being disconnected for two months, the system will add two months to the end of the installment plan.
Example Configuration:
Billing Order Trigger Configuration:
Set the Action to Reconnect.
Set the OrderTypeID based on the Order Type used for reconnects. Use the specific value that fits your application.
Optionally, you can use the Order Status field to determine when you want the trigger to fire. For example, fire the trigger when the order status is set to In-Process or once the order is Completed. Order Status ID values:
Status
StatusID
Assembling
0
On Hold
1
Incomplete
2
Submitted
3
In-Process
4
Completed
5
Canceled
6
Reverse Service Penalties Action Configuration:
Order ID (required) | Recommended to use the @[OrderID] data field to pull in the order number of the reconnection order. |
ServiceIDs | ServiceIDs is an optional field that can be used with data lookups. The action would run on specific services in the order instead of all services in the order. |
Eligibility Days (required) | Number of days the account or service is eligible for reversal of penalties (Eligibility Days). |
Disconnect Reason (required) | Select a reason from the drop down list. |
Reconnect Date | Defaults to current date and time. Enter a date.
|
Reverse EFT (required) | Specifies whether or not to reverse early termination fees. Select Yes or No. |
EFT Adjustment Type | Required if Reverse EFT = Yes. Select the adjustment type to use if you choose to reverse EFTs. |
Reverse Installments (required) | Specifies whether or not to reverse installment payments. Select Yes or No. |
Installment Adjustment Type | Required if Reverse Installments = Yes. Select the adjustment type to use if you choose to reverse EFTs. |