You can configure how new accounts are assigned to a bill cycle for a more balanced and logical distribution. Assignment can be based on several user-defined criteria including:
the day on which the order was entered or fulfilled or activated.
the account type (residential, business, etc...).
the activation type (retail or direct).
Rules for assigning accounts to bill cycles are defined in Bill Cycle Assignment configuration. Any number of configurations can be set up as needed to support the required selection criteria. When a new activation order is submitted through the POS Front Office Make Sale wizard, The IDI platform evaluates the Bill Cycle Assignment configurations to find the one that matches the order according to account type, activation type and date. Bill Cycle configurations can be ranked to determine the order in which configurations are evaluated when a new order is submitted.
Default Bill Cycle
A default Bill Cycle must be designated to ensure that a Bill Cycle is assigned in the event that none of the Bill Cycle Assignment configurations match the order.
See: