Contents

Title and Copyright Information

Preface

• Audience
• Downloading Oracle Communications Documentation
• Documentation Accessibility
• Document Revision History

1 About Accounts Receivable

• How BRM Stores Accounts Receivable Information
• About A/R Database Objects
  • About Items
    • Types of Items
    • Fields in an Item
  • About Balance Groups
    • About the Default Balance Group of a Bill Unit
    • About the Default Service of the Default Balance Group
  • About Bill Units
  • About Bills
    • About Generating Multiple Bills per Cycle for a Single Account
    • Customizing How to Modify a Bill Object
    • About Bill States
• About A/R Management
• About Viewing A/R Information
  • Determining the Amount Due
  • Exporting A/R Data to Files
  • Displaying the History of an Item
  • Configuring BRM to Get Events based on Balance Impact Type
  • Improving Item Search Performance
• How A/R Actions Affect Account Balances
  • Backdating A/R Actions
• About Payments
  • About Reversing Payments
  • About Suspending Payments
• About Adjustments
  • Making Adjustments through Customer Center
• About Opening and Resolving Disputes
• About Refunds
  • Creating Refund Items
    • Creating Refund Items for All Accounts with a Credit Balance
  • Making Refund Payments
    • Making BRM-Initiated Refund Payments
    • Making Externally Initiated Refund Payments
  • About Refund Items
    • About Refunding Child Accounts in Account Hierarchies
  • Making Refunds
  • Canceling Refunds
• About Transferring Services between Balance Groups
• About Transferring Amounts between Items
• About Writing Off Bad Debt
• About Account Groups
  • About Bill Units and Account Groups
  • Comparing Hierarchy, Resource Sharing, and Sponsorship
    • Hierarchy Balance Impacts
    • Resource Sharing Group Balance Impacts
    • Sponsorship Balance Impacts
• Managing Balance Groups with Your Custom Application
  • Creating Balance Groups
    • Specifying the Default Balance Group of a Bill Unit
    • Specifying the Default Service of the Default Balance Group
  • Moving a Balance Group from One Bill Unit to Another
  • Deleting a Balance Group
  • Modifying a Sub-balance
    • Modifying the Sub-balance Validity Period
• Transferring Amounts between Items
  • How Resources Are Transferred
    • Transferring Resources between Items
    • Transferring Resources between Balance Groups
  • Customizing Payment Transfer Validation
• Transferring Services between Balance Groups by Using Custom Client Applications
  • Transferring Services in Custom Client Applications
  • Synchronizing Balance Group Transfer Data with Pipeline Manager

2 Using the Event Browser to Display and Adjust Events

• Working with the Event Browser
• Finding Events
• Reviewing Events
  • About the Results Table
  • Time Zone Indication in Event Browser
    • Setting the Time Zone Displayed in Event Browser
• Adjusting Events
• Printing Events
• Exporting an Event Description
• Customizing the Event Browser

3 Creating and Managing Hierarchical Account Groups

• About Hierarchical Account Groups
  • How Account Status Changes Affect Hierarchies
  • Brand Requirements of Hierarchies
  • Performance Impact of Account Hierarchies
• About Hierarchical Bill Units
  • How Bill Unit Status Changes Affect Hierarchies
  • Currency Requirements of Hierarchies
  • Billing Setups in Hierarchies
• A/R and Hierarchical Account Groups
  • A/R for Open Items and Pending Items
  • Multiple Levels of Parent Accounts
  • Hierarchy Changes and Billing Dates
  • Examples of Changes to Account Group Hierarchy
• Creating Hierarchical Groups
  • Creating Hierarchical Account Groups
  • Creating Hierarchical Bill Units
• Managing Hierarchical Groups
  • Moving Closed Accounts into or out of Hierarchies
• Managing Hierarchical Account Groups by Using Your Custom Application
  • Creating an Account Group
    • Additional Return Information
  • Adding a Member to an Account Group
    • Additional Return Information
  • Deleting a Member from an Account Group
    • Additional Return Information
  • Moving a Group Member
  • Deleting an Account Group
    • Additional Return Information
  • Getting a List of Child Accounts in an Account Group
    • Additional Return Information
  • Finding the Parent of an Account Group
    • Additional Return Information
  • About the PCM_OP_GROUP Opcodes
    • Creating a Group
    • Adding Members to a Group
    • Deleting Members from a Group
    • Setting a Group Parent
    • Deleting a Group
    • Updating the Inheritance Fields in a Group

4 Managing Resource Sharing Groups

• About Resource Sharing Groups
  • Working with Complex Resource Sharing Groups
• About Discount Sharing Groups
  • How Account Status Changes Affect Discount Sharing Groups
  • How Group Owner Changes Affect Discount Sharing Groups
  • Members and Discount Sharing Groups
  • Currency Requirements of Discount Sharing Groups
  • Billing for Discount Sharing Groups
  • Configuring the Start and End Times for Discount Sharing
  • Creating a Discount Sharing Group for Accounts That Use a Custom Payment Method
• About Charge Sharing Groups
  • About Charge Sharing Group Owners
    • About Serviceless Accounts as Charge Sharing Owners
    • How Owner Account Status Changes Affect Charge Sharing
    • About Changing Charge Sharing Group Owners
  • About Charge Sharing Group Members
  • Currency Requirements for a Charge Sharing Group
  • Billing for a Charge Sharing Group
• About Global Charge Sharing Groups
  • About the Order in Which Charges Are Applied to Groups
  • About Creating Global Charge Sharing Groups
  • Enabling Global Charge Sharing Searches during Discounting
  • Using Third-Party Client Applications to Create, Modify, and Delete Global Charge Sharing Groups
• About Creating, Deleting, and Modifying Resource Sharing Groups
  • Creating Resource Sharing Groups
  • Deleting Resource Sharing Groups
  • Modifying Resource Sharing Groups
• How Discounts and Charges Are Applied
  • About Ordered Balance Groups
  • How Discounts Are Applied When a Member Belongs to the Group Owner Account
  • Creating, Deleting, and Modifying Ordered Balance Groups
    • Creating Ordered Balance Groups
    • Deleting Ordered Balance Groups
    • Modifying Ordered Balance Groups
    • Modifying the Order in Which Resource Sharing Groups Are Used
    • Creating or Modifying Multiple Ordered Balance Groups Simultaneously
• Managing Resource Sharing Groups
  • Creating a Resource Sharing Group
    • Creating a Discount Sharing Group
    • Creating a Charge Sharing Group
  • Modifying a Resource Sharing Group
    • Adding Members to a Discount or Charge Sharing Group
    • Adding Discounts to a Discount Sharing Group
    • Adding Sponsored Charges to a Charge Sharing Group
  • Deleting a Resource Sharing Group
    • Deleting a Discount Sharing Group
    • Deleting a Charge Sharing Group
    • Deleting a Member from a Discount Sharing Group
    • Deleting a Member from a Charge Sharing Group
    • Deleting a Shared Discount from a Discount Sharing Group
    • Deleting a Sponsored Charge from a Charge Sharing Group
  • Changing the Owner of a Resource Sharing Group
    • Changing the Owner of a Discount Sharing Group
    • Changing the Owner of a Charge Sharing Group
  • Getting a List of Charges Available for Charge Sharing
  • Managing Ordered Balance Groups
    • Creating an Ordered Balance Group
    • Adding a Resource Sharing Group to an Ordered Balance Group
    • Deleting a Resource Sharing Group from an Ordered Balance Group
    • Modifying the Order in Which Sharing Is Applied
    • Deleting an Ordered Balance Group
    • Creating and Modifying Multiple Ordered Balance Groups Simultaneously

5 Creating and Managing Sponsor Groups

• About Sponsor Groups
• How Charges Are Sponsored
• When Sponsorship Begins
• Creating and Managing Sponsored Groups
• Creating Sponsorship Bill Units
• Guaranteed Sponsorship
• How Account Status Changes Affect Sponsor Groups
• Currency Requirements of Sponsor Groups
• Product Ownership Requirements of Sponsor Groups
• Brand Requirements of Sponsor Groups
• Troubleshooting Sponsorship
• Managing Sponsor Groups in Your Custom Application
  • Creating a Sponsor Group
  • Modifying a Sponsor Group
  • Setting the Parent of a Sponsor Group
  • Adding a Member to a Sponsor Group
  • Deleting a Member from a Sponsor Group
  • Deleting a Sponsor Group

6 Configuring Adjustments, Disputes, and Settlements

• About Adjustments
  • About Adjusting Multiple Accounts Simultaneously
    • About CSV Files
    • Running a Bulk Adjustment
  • Adjustments and Corrective Invoicing
    • Business Parameter for Allocating Automatic Adjustments from Rerating
    • Allocating Adjustments for Regular Billing
    • Allocating Adjustments for Corrective Billing
    • Adjustments and Corrective Invoices for Subordinate Hierarchies
• About Disputes and Settlements
  • Corrective Billing for Disputes, Settlements and Write-offs
    • Disputes
    • Settlements
    • Write-Offs
• Configuring Taxes for Adjustments, Disputes, and Settlements
  • About Adjustment Tax and Billing Cycles
  • About Dispute and Settlement Taxes and Billing Cycles
  • About Configuring Taxes for Adjustments, Disputes, and Settlements
    • About the pin_config_ar_taxes.xml File
    • Loading the Tax Configuration into the BRM Database
    • Configuring the Default Tax Method for Account-Level Adjustments
    • Configuring the Tax Treatment for Adjustments, Disputes, and Settlements
    • Configuring the Default Tax Treatment for Customer Center
• Reserving and Freeing Resources for Disputes and Settlements
  • Configuring Event Notification for Disputes and Settlements
• Working with Reason Codes for Adjustment, Disputes, and Settlements
  • About the reasons.locale File
  • Loading Adjustment, Dispute, and Settlement Reason Codes into the BRM Database
• Performing Adjustments with Your Custom Application
  • Adjusting Accounts, Subscription Services, and Member Services
    • Fields You Should Include in the Flist for Account, Subscription Service, and Member Service Adjustments
    • Flags for Account, Subscription Service, and Member Service Adjustments
  • Adjusting Bills
    • Fields You Should Include in the Flist for Bill Adjustments
    • Flags for Bill Adjustments
    • Adjusting Fully or Partially Paid Bills
    • Improving Bill-Level Adjustments for Fully or Partially Paid Bills
  • Adjusting Items
    • Fields You Should Include in the Input Flist for Item Adjustments
    • Flags for Item Adjustments
    • Customizing Item-Level Adjustments
  • Adjusting Events
    • Fields You Should Include in the Input Flist for Event Adjustments
    • Flags for Event Adjustments
    • Categorizing Unbilled Event-Level Adjustments in G/L Reports
  • Including Taxes in the Adjustment
    • Tax Processing for Account-Level Adjustments
    • Tax Processing for Bill and Item Level Adjustments
    • Tax Processing for Event-Level Adjustments
  • Including Reason Codes in the Adjustment
  • Assigning G/L IDs for an Adjustment
  • Applying Debits and Credits
    • Flags for Applying Debits and Credits
• Performing Disputes and Settlements with Your Custom Application
  • Disputing Bills
    • Fields You Should Include in the Input Flist for Bill Disputes
    • Flags for Bill Disputes
  • Settling Disputed Bills
    • Fields You Should Include in the Input Flist
    • Flags for Bill Settlements
  • Disputing Items
    • Fields You Should Include in the Input Flist
    • Flags for Item Disputes
    • Customizing Item-Level Disputes
  • Settling Disputed Items
    • Fields You Should Include in the Input Flist for Item Settlements
    • Flags for Item Settlements
    • Customizing Item-Level Settlements
  • Disputing Events
    • Fields You Should Include in the Input Flist for Event Disputes
    • Flags for Event Disputes
    • Customizing Resource Reservation for Disputes
  • Settling Disputed Events
    • Fields You Should Include in the Input Flist for Event Settlements
    • Flags for Event Settlements
    • Customizing Resource Reservation for Settlements
  • Including Taxes in the Dispute or Settlement
    • Tax Processing for Disputes
    • Tax Processing for Settlements
  • Including Reason Codes in the Dispute or Settlement
  • Assigning G/L IDs for a Dispute or Settlement

7 Configuring Write-Offs and Write-Off Reversals

• About Write-Offs
• About Write-Off Reversals
  • About Automatic Write-Off Reversals during Payment Collection
  • About Reversing a Payment Applied to a Written-Off Account or Bill Unit
  • About Overpayment and Underpayment Allocation
  • Overview of the Write-Off Reversal Process
• Configuring BRM for Write-Off Reversals
  • Defining Reason Codes for Write-Off Reversals
  • Mapping G/L IDs to Write-Off Reversal Events
  • Enabling Automatic Write-Off Reversals during Payment Collection
  • Specifying the Level of Write-Offs for Reversals
• Writing Off Debts and Reversing Write-Offs with Your Custom Application
  • About Initiating Write-Offs
  • How BRM Performs Write-Offs
    • About Account Write-Offs
    • About Bill Unit Write-Offs
    • About Bill Write-Offs
    • Flags You Should Use for Write-Offs
    • About Taxes for Write-Offs
  • Customizing Write-Off Validation
  • About Initiating Write-Off Reversals
  • How BRM Reverses Write-Offs
  • How BRM Reverses a Write-Off Reversal
  • Customizing Write-Off Reversals
    • Customizing the Rules for Performing Write-Off Reversals
    • Customizing Reversal of Payments Allocated to Written-Off Accounts

8 Retrieving A/R Information for Your Custom Application

• About Retrieving A/R Information
• Finding a Bill
• Finding a Bill Unit
  • Finding a Balance Group and Its Balances
  • Finding a Balance Group and Service for Bill Units
• Finding Items
• Retrieving a Balance Summary
  • About the Balance Summary Data Retrieved
  • Specifying Search Criteria for Retrieving a Balance Summary
• Retrieving a List of Bills for a Bill Unit
  • About the Bill Data Retrieved
  • Specifying the Search Criteria for Retrieving Bills
• Retrieving A/R Items that Apply to a Bill Unit
  • About the Item Data Retrieved
  • Specifying Search Criteria for Retrieving Items
• Retrieving a List of Bill Items for a Bill Unit
  • About the Bill Item Data Retrieved
  • Specifying the Number of Items to Retrieve in a Search
  • Specifying Search Criteria for Bill Items
• Retrieving Details about a Specific A/R Item or Bill Item
  • About the Item Data Retrieved
  • About the Item Detail Data Retrieved
    • Specifying Search Criteria for Retrieving Items
• Retrieving Dispute Details for a Bill Unit
  • Retrieving a Full Set of Dispute Data
    • Data Retrieved by PCM_OP_AR_GET_DISPUTES
    • Specifying Search Criteria for PCM_OP_AR_GET_DISPUTE_DETAILS
  • Returning a Limited Set of Dispute Data
    • Data Retrieved by PCM_OP_AR_GET_DISPUTES
    • Specifying Search Criteria for PCM_OP_AR_GET_DISPUTES
• Retrieving Details on Available Resources
  • About the Resource Data Retrieved
  • Specifying Search Criteria for Retrieving Resource Data
• Finding Events Associated with an Account
• Finding Events Associated with Bill Items

9 About Transferring Rollover Resources

• About Allowing Customers to Transfer Rolled-Over Resources
• About the Rollover-Transfer Profile
• How BRM Performs Rollover Transfers
• About Rollover Transfers and Subscription Groups
• About Rerating the Receiver's Account due to Delayed Billing
• Configuring BRM to Use Rollover Transfers
  • Enabling Rollover Transfers in BRM
  • Configuring Event Notification for Rollover Transfers

10 Balance Monitoring

• About Balance Monitoring
• About Monitor Groups
  • About Monitor Group Owners
  • About Monitor Group Members
  • About Monitor Group Types
  • Sample Monitor Groups
• About the Balances of a Monitor Group
  • Balance Impacts Included in a Monitored Balance
    • About Monitoring Charge Sharing and Sponsored Account Balances
  • When Balance Impacts Are Added to a Monitored Balance
• Alerting Customers When Monitored Balances Cross Limits or Thresholds
  • About Setting Limits and Thresholds
  • About Using Event Notification to Alert Customers
    • About Notification Events for Balance Monitoring
• Providing Real-Time Access to the Balances of Monitor Groups
• About Creating and Maintaining Balance Monitors
  • Balance Monitor Creation Process Overview
  • About Using AMS to Manage Balance Monitors Automatically
  • Managing Balance Monitors without AMS
• Balance Monitoring Process Overview
  • About Balance Monitoring and Real-Time Rating
  • About Balance Monitoring and Pipeline Rating
  • Understanding the Monitor Queue
  • Using pin_monitor_balance to Update Monitored Balances
• About Synchronizing Monitor Data between Real-Time and Pipeline Batch Rating
  • Rerating Events When Members Are Added to Balance Monitors
• Configuring Your BRM System for Balance Monitoring
  • Enabling Balance Monitoring in BRM
  • Enabling AMS in BRM
  • Enabling Balance Monitoring in Pipeline Manager
  • Configuring Event Notification for Balance Monitoring
  • Specifying a Wait Time before Rerating Events
  • Configuring pin_monitor_balance to Process Events in the Order Created
• Running pin_monitor_balance to Update Monitored Balances
• Specifying Whether Item Transfers Affect Balance Monitors
• Implementing Balance Monitoring in Custom Client Applications
  • About Implementing Balance Monitoring in Client Applications
  • Creating and Maintaining Balance Monitor Objects
    • Using AMS to Create and Maintain Balance Monitors Automatically
    • Using the Balance Monitor API to Create and Maintain Balance Monitors
    • Creating /balance_group/monitor Objects
    • Modifying /balance_group/monitor Objects
    • Deleting /balance_group/monitor Objects
    • Creating, Modifying, or Deleting /group/sharing/monitor Objects
    • Changing the Owner of a Balance Monitor
    • Validating the Members of a Balance Monitor Group
    • Adding a Monitor Group to a Member's /ordered_balgrp Object
  • Adding and Removing Balance Monitor Members Automatically
    • Adding Members to Newly Created Balance Monitors Automatically
    • Adding Members to Hierarchy-Type Monitors
    • Adding Members to Payment Responsibility-Type Monitors
    • Updating Hierarchy-Type Monitors Automatically
    • Updating Paying Responsibility-Type Monitors Automatically
    • Updating Subscription-Type Monitors Automatically
    • Removing Members from Hierarchy- and Paying Responsibility-Type Monitors
  • Displaying Balance Monitor Information in Client Applications
    • Retrieving the Balances for a Monitor Group
    • Retrieving the Balance Monitors Owned by an Account or Service
  • Updating Monitor Balances and Sending Credit Limit/Threshold Breach Notifications
    • Example of Credit Threshold Notification Event Generation

11 Accounts Receivable Utilities

• load_pin_ar_taxes
• pin_apply_bulk_adjustment
• pin_mass_refund
• pin_monitor_balance
• pin_refund