Configuring Bill Cycle Assignment

Create one or more Bill Cycle Assignment configurations through the IDI Desktop Client Backoffice Management RateBill application:

   
1.        

   From the Client menu select Applications > BackOffice Management > RateBill > Bill Cycles > Bill Cycles Assignment Configuration.

          

   

          

   This displays the Bill Cycle Assignment Configuration window.

          

   

          

   This window lists the existing configurations and lets you edit, delete, rank, activate and deactivate existing configurations, and create new configurations. Here you can also specify the Default Billing Cycle.

      
   
2.        

   Select the Default Billing Cycle.

      
   
3.        

   To create a new configuration, right-click on the grid and select New. This displays the New Bill Cycle Assignment Configuration window. You can set up a configuration to apply to a specific Account Type, Market and/or Activation Type. These criteria are closely related as described below.

          

   

      
   
4.        

   Enter a name that accurately describes the new configuration. For example, if the configuration is intended to assign Bill Cycles to residential accounts, you may name it Residential.

      
   
5.        

   Select the Target Action Date to specify what Day represents in the Day Assignment pane. The choices are:

          
              
   •                

     Activation - Use the day on which the service is activated.

                
              
   •                

     Current - Use the day on which the order is submitted.

                
              
   •                

     Fulfilled - Use the day on which the order is shipped.

                
          
      
   
6.        

   Day Assignment is mandatory and must be completed. Use the Day Assignment pane to match each day of the month (representing either activation, order entry or order fulfillment day as selected in step 5) with a Bill Cycle.

          

              

                  

   Note

              

              

   If you want any of the criteria below (Account or Activation Types) to use a specific Bill Cycle or set of Bill Cycles, you may assign the same Bill Cycle to multiple days.

          

      
   
7.        

   If this configuration is intended to be used for one or more specific Account Types, select the applicable types (optional). The choices are:

          
              
   •                

     Residential

                
              
   •                

     Business

                
              
   •                

     VIP/Employee

                
              
   •                

     Roaming Partner

                
          
      
   
8.        

   If this configuration is intended to be used for one or more markets, select one or more from the Markets pane (optional).

          

              

                  

   Note

              

              

    Market Bill Cycle assignment only applies at the initial creation of the customer account. So, if the customer is assigned to market A, and you edit market B, this does not automatically move a customer to that market.

          

      
   
9.        

   If this configuration is intended to be used for one or more specific Activation Types, select the applicable types (optional). The choices are:

          
              
   •                

     No Equipment

                
              
   •                

     Ship Unprovisioned (Cold) - Use for Retail activations

                
              
   •                

     Ship Provisioned (Hot) - Use for Direct activations

                
          
      
   
10.        

    Click Save.