Configuration

In the Configuration window, you set up information to be included in an invoice.

To set the configuration options for an Invoice Format:

1. Under Business Rules > Local Services > RateBill > ServerName_RateBill, expand the Invoice Formats node.

2. Expand the desired Invoice Format.

3. Double-click Configuration. This displays the XML invoice format Configuration window.

   

   The Configuration window displays the following information:

   Skip Invoice Generation	If checked, no invoices are generated for customers assigned to this invoice format.
   Message	Enter a message to be printed on all invoices for this Invoice Format.
   Number of months for a new customer	Enter the number of months plus 1 that a customer should be flagged as new. For example, if you want the customer to be noted as "new" for the first month, enter "2" in this field. For the customer to be noted as "new" for three months, enter "4".
   Number of copies to print	If sending multiple copies of an invoice, enter the number of copies.
   Generate Customer Attributes	If checked, customer attributes are printed in the XML output.
   Generate Service Attributes	If checked, service attributes are printed in the XML output.
   Generate Product Attributes	If checked, product attributes are printed in the XML output.
   Use Extended Product Detail	If checked - when generating recurring and nonrecurring product charges, prints packages and products that may not have a charge. Note This setting also includes one price packages, including that package's detail.
   Extended Product Detail two levels Deep	If checked - when using Extended Product Detail, only prints package details up to two levels deep. Note Selecting this option automatically selects the Use Extended Product Detail option when you click Save.
   OCN Tier Detail Info	If checked, shows OCN Terminating and OCN Originating information when generating usage details.
   OCN Tier Summary Info	If checked, generates usage summaries by OCN Tier.
   Suppress Conference Calls Term Number	If checked, does not show the Terminating Number on call details for conference call services.
   Number of Calls For Frequently Called	Enter the number of calls needed for a service number to appear on the Frequently Called Number Summary.
   Number of Minutes For Long Duration	Enter the number of minutes needed for a call to appear on the Long Duration Call Summary.
   Create Wireless Invoice	If checked, wireless data for taxes and minutes is loaded and airtime minutes, wireless charges, and wireless data charges are included in the financial sections of the XML output.
   Number of amount decimals	Enter the number of decimal points to use in all amounts provided in the invoice.
   Date/Time Format YYYYMMDD	If checked, displays the date in YYYYMMDD format. If not checked, displays the date in MM/DD/YYYY format.
   New Charges Less Than	Enter the desired value. If the new charges are less than this amount, an invoice is generated. Note The values are based on the New Charges field and prints all invoices that have any new adjustments, payments, usage, or new charges, regardless of whether or not the invoice Total Amount Due falls into any range.
   New Charges Greater Than	Enter the desired value. If the new charges are greater than this amount, an invoice is generated. Note The values are based on the New Charges field and prints all invoices that have any new adjustments, payments, usage, or new charges, regardless of whether or not the invoice Total Amount Due falls into any range.
   New Charges Include all Payments and Adjustments	If selected - when generating invoices, includes all invoices with payments and adjustments. Note Uses an OR when using New Charges Greater Than or Less Than.
   Total Amount Due, New Charges	Defines the relationship between the Total Amount Due and New Charges: AND - Total Amount Due and New Charges OR - Total Amount Due or New Charges Note Invoices can be included or excluded from the invoice generation, depending upon the relationship between Total Amount Due and New Charges.
   Total Amount Due Less Than	If the total amount due is less than this amount, generate an invoice. Note The values are based on the Total Amount Due field.
   Total Amount Due Greater Than	If the total amount due is greater than this amount, generate an invoice. Note The values are based on the Total Amount Due field.
   E-Pay Logic	Checked - If the e-pay account does not have an end date, and the e-pay account start date is before or the same as the billperiod end date, the payment type is “e-pay”. Invoice noted as “Do Not Remit". OR If the e-pay account has an end date, and the e-pay end date is after the billing period end date and the e-pay start date is before or the same as the billing period end date, the payment type is “e-pay”. Invoice noted as “Do Not Remit.” OR In all other cases, the payment type is “direct debit”. Not checked - If the e-pay account has an end date, and the e-pay end date is before or the same as the billing period end date and is also after the billing period start date, the payment type is “e-pay”. Invoice noted as “Do Not Remit". OR If the e-pay account has an end date, and the e-pay end date is the same or after the billing period end date and the e-pay start date is before or the same as the billing period start date, the payment type is “e-pay”. Invoice noted as “Do Not Remit". OR If the e-pay account does NOT have an end date, and the e-pay start date is before or the same as the billing period end date, the payment type is “e-pay”. Invoice noted as “Do Not Remit". OR In all other cases, the payment type is “direct debit”.
   Pull Invoice	If checked, the Pull Invoice indicator is set to "Y" on the invoice.
   Insert1	If checked, the Insert1 indicator is set to "Y" on the invoice.
   Insert2	If checked, the Insert2 indicator is set to "Y" on the invoice.
   Insert3	If checked, the Insert3 indicator is set to "Y" on the invoice.
   Department Usage Detail Type	Select the type of Department Usage Detail Report to create: Name and ID - Detail and roll-up that include account code id and name. Name - Detail and roll-up that only include account code ID. ID - Detail and roll-up that only include account code name.
   Unlimited Discount Boundary	When calculating the data to appear in the Minimum Allowed field on a wireless invoice, excludes discounts with minutes greater than this value.
   Suppress Usage Types	For the xml reports listed below, this field lets you suppress (not display) details for usage types that do not have any associated usage charges. To do this, enter the applicable Usage Type IDs separated by commas. You can obtain the Usage Type IDs from the ID column in the Usage Types table in the Admin Console > Data Management. Wireless Reports: Wireless Usage Detail Wireless Data Detail Wireless Home Usage Detail Wireless Roaming Usage Detail Note A Wireless Call Detail Record can have multiple instances when multiple usage types occur in the same call (for example, airtime and toll). These instances are consolidated into one row in the xml report. In order for a multiple-instance record to be suppressed, all applicable usage types must be listed in this field. Wireline Reports: Usage Detail Account Code Usage Detail Department Usage Detail
   Pad leading zeros to barcode	Check to enable. Defaults to unchecked (disabled).
   Suppress Service Types from Detailed New Charges	This lets you set up an invoice format and assign it to customers where certain service types (for example Toll Free service types 1002 and1010) are only presented in a summary report and not displayed with all of the current detail. This can help reduce the number of pages in customers’ invoices. Service types to omit are specified by entering a comma-separated list of service type IDs to omit from the Detailed New Charges Recurring and Detailed New Charges Non-Recurring sections of the base invoice XML.