The IDI billing process continues to bill accounts during the time they’re suspended. This solution provides these enhancements to let you credit or debit an account balance on disconnect or restore following suspension:
- The Treatment Workbook now supports firing triggers.
- Two new Workflow triggers support capturing the time an account and its services were suspended when disconnected or restored.
- The new Credit Recurring Charges Workflow action evaluates an account and its services against defined eligibility rules to provide credit or debit adjustments for the eligible days in suspension.
Note: The new triggers and action are provided as core functionality; however, customers will be required to submit an SR (or AR) to have IDI modify their Treatment workbook to use this functionality.
New Workflow Triggers
Two (2) new triggers are available under a new Treatment category.
These triggers capture the duration of the suspension.
- Treatment Account Disconnected Trigger – This trigger is fired by the IDI Treatment workbook when an account and its services are disconnected (for example, for continued non-payment).
- Treatment Account Restored – This trigger is fired by the IDI Treatment workbook when an account and its services are restored (for example, upon receipt of a satisfactory payment amount during suspension).
New Workflow Action
The Credit Recurring Charges Workflow action is available under the Customer Care category.
This action creates credit or debit adjustments for in-advance recurring charges billed for a specific length of time. It works with the above triggers to evaluate accounts and their services against the defined eligibility rules to calculate the credit or debit adjustments for the eligible days in suspension. The action will:
- Create a credit adjustment for positive monthly recurring charges (MRCs) that were already billed.
- Evaluate if a billing discount has been applied against the MRC. When found, the calculated net amount will be prorated accordingly to determine a net credit amount.
- Create a debit adjustment for negative monthly recurring charges that were already billed.
- Not credit any one-time (non-recurring) charges and late fees applied during suspension.
- Only apply to approved invoices, and only support crediting/debiting eligible billed charges for up to two past invoices.
