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Contents
Title and Copyright Information
Preface
Audience
Accessing Oracle Communications Documentation
Documentation Accessibility
Document Revision History
Part I About Billing
1
About Billing
About Billing Customers
About Accounting and Billing Cycles
About the First Cycle Forward Fee in a New Account
About Accounting Cycles
About Accounting Cycle Dates
About Billing Cycles
How BRM Sets the Billing DOM
About Actions Performed at the End of a Billing Cycle
About Auto-Triggered Billing
About Delayed Billing
About Delayed Billing and Changing the Billing DOM
About On-Demand Billing
About Bill Now
About Accounting Types
How BRM Determines the Accounting Type
About Changing a Bill Unit's Accounting Type
About Bill Items
About Multiple Bills per Cycle
About Billing Cycles for Hierarchical Accounts with Multiple Bill Units
How BRM Creates a Bill
About Bill Numbering in BRM
How Bill Now Works
How On-Demand Billing Works
Billing for Sponsorship
Related Documents
2
About Corrective Billing
About Bill Corrections
About Simple Corrections to Bills
About Corrections to Charges in Bills
About Billing Customers
About Corrective Bills
About Corrective Billing in Subordinate Hierarchies
About Generating and Viewing Corrective Bills in BRM
Regulating Permissions for CSR Roles
Validating Bills for the Corrective Billing Process
Standard Validations Performed by BRM
Policy Validations Performed by BRM
About Numbering Corrective Bills in BRM
About Maintaining a Bill's History
Corrective Invoice Document Types in BRM
About Threshold Amounts for Corrective Billing
Correction Reasons for Corrective Billing
About Payment Due Dates for Corrective Bills
Handling Payments for Bills with Corrections
Processing Payments for Previous Bills
Processing Payments Received before Creating a Corrective Bill
Processing Payments Received before Issuing a Corrective Invoice
Processing Payments after Issuing a Corrective Invoice
About Open Item Accounting and Rerating
About Handling Updates to Discount Sharing and Charge Sharing
About Collections
Preventing Corrective Bill Generation to Handle A/R Actions
Disputes
Settlements
Write-Offs
About Automatic Allocation from Rerating
When BRM Generates Corrective Bills
How BRM Handles Multiple Bill Corrections in the Same Period
How BRM Handles Bill Corrections Spanning Multiple Periods
Balance Forward Accounting Type
Open Item Accounting Type
Setting Up the Corrective Billing Process in BRM
Enabling Corrective Billing in BRM
Restricting CSR's Permission to Corrective Billing
Specifying the Corrective Invoice Type for a Corrective Bill
Specifying the Default Invoice Type at the Account Level
Specifying the Invoice Type When Creating the Corrective Bill
Setting Up Custom Validations for Corrective Bills
Setting Up Bill Numbers for Corrective Bills
Retaining the Numbering Format Used for Regular Bills
Customizing the Bill Numbering Format
Customizing Due Dates for Corrective Bills
Specifying Correction Reasons
Providing Custom Reason Codes for Bill Corrections
Specifying the Threshold Amount for Corrective Bills
Providing Threshold Amounts Based on Customers
Enabling Automatic Allocation of Adjustments from Rerating
Rejecting Payments for Prior Bills
Generating Corrective Bills for Partially or Fully Paid Bills
Generating Corrective Bills
Generating Corrective Bills Using Customer Center
Generating Corrective Bills for Bills without Charge Corrections
How PCM_OP_BILL_MAKE_CORRECTIVE BILL Works
Generating Corrective Bills with the pin_make_corrective_bills Utility
Post-Processing Actions for Corrective Bills
Viewing Corrective Bills
Part II Configuring Billing
3
Setting Business Policies for Billing
Setting Default Billing Properties for Account Creation
Setting the Default Accounting Day of Month (DOM)
Setting the Default Billing-Cycle Length
Setting the Default Accounting Type
Setting the Billing DOM According to the Payment Method
Setting the First Billing Cycle to the Day after Account Creation
Setting the Bill Unit Status When Billing Errors Occur
Specifying the Minimum Payment to Collect
Setting the Minimum Amount to Charge
Setting the Minimum Amount for Invoices
Setting the Minimum Amount for Finalizing Bills
Specifying the Minimum Amount to Refund
Defining Non-refundable Items
Managing Cycles
About Time-Stamp Rounding
Specifying How to Handle Partial Accounting Cycles
Short and Long Cycles with New Accounts
How BRM Calculates Long Billing Cycles
Rounding Up Long Billing Cycles
Changing How to Handle Partial Billing Cycles
Aligning Account and Cycle Start and End Times
Including Previous Balances in the Current Amount Due in Open Item Accounting
Specifying Which Billing Cycle to Assign to Deferred Purchase Fees
About Billing Cycle Forward Fees in Advance
About Applying Cycle Forward Fees in Parallel
Configuring BRM to Apply Cycle Forward Fees in Parallel
About Enforcing Cycle Forward Fee Processing Prior to Billing
About Aggregating Service Charges to Account Level Items
Handling Skipped Billing
Using the pin_bill_day Script to Apply Parallel Cycle Forward Fees
About Limitations and Impacts of Applying Cycle Forward Fees in Parallel
About Flexible Cycles
Configuring Flexible Cycles and Cycle Forward Fees
Charging Cycle Forward Fees Associated with Flexible Cycles
Prorating Cycle Forward Fees Associated with Flexible Cycles
Calculating Product Cycle Fees for Backdating
Customizing Accounting Cycles
Customizing How to Bill Events That Occur Between Billing Cycles
Enabling Product Priority While Applying Cycle Fees
About Calculating Charges When You Change the Rate
About Rate Changes in the Current Cycle
About Rate Changes in a Future Cycle
Calculating Charges When You Change the Rate in a Cycle
Configuring BRM to Apply Multiple Rates in a Cycle
Configuring Event Notification for Rate Changes
Configuring Event Notification to Create Rerating Requests for Rate Changes
Creating Rerating Requests When You Change the Rate
Recalculating the Cycle Fees When the Rate Changes
Prorating Different Resources When the Rate Changes
Using 31-Day Billing
About Setting the Alternate Billing Day of Month
Setting the 31-Day Billing Feature
Switching to 31-Day Billing during BRM Installation
Switching to 31-Day Billing after You Install BRM
Setting the Forward and Back Billing Options
Customizing Bill and Invoice Numbers
Customizing the Format of Bill and Invoice Numbers
Specifying When to Apply Custom Bill Numbers
Configuring Bill Now
Selecting the Input for Bill Now
Changing the Bill Now Due Date
Providing Discounts to Closed Accounts
Prorating Cycle Arrears and Cycle Forward Arrears for Bill Now
Creating Two Bills during the Delayed Billing Period
Calculating Deferred Taxes with Bill Now
Customizing Bill Now
Applying Discounts and Folds with Bill Now
Running Bill Now for a Service
Disabling Auto-Triggered Billing
Disabling Auto-Triggered Billing by Specifying Billing Delay
Disabling Auto-Triggered Billing by Setting AutoTriggeringLimit
Setting Up Delayed Billing
Configuring Delayed Billing
Specifying the Billing Delay Interval
Specifying Auto-Triggered Billing for Delayed Billing
Specifying When to Apply Cycle Forward Fees and Cycle Rollovers
Enforcing Partial Billing in the Billing Delay Interval
Setting Delayed Cycle Start Dates to the 29th, 30th, or 31st
Billing Cycle Override
Using Pipeline Manager to Trigger Billing
Enabling a Billing Delay for Rated Event Loader
Enabling Rerating and Rollover Correction Due to Delayed Events
Modifying Business Parameters to Enable Rerating and Rollover Correction
Configuring Event Notification for Rerating and Rollover Correction
Configuring the BRM Cutoff Time
How Billing and Invoicing Are Affected by Changing the Cutoff Time
How Rating Is Affected by Changing the Cutoff Time
How General Ledger (G/L) Is Affected by Changing the Cutoff Time
How Searches Are Affected by Changing the Cutoff Time
How TimeStamp Fields Are Affected by Changing the Cutoff Time
Configuring the Billing Cutoff Time
Setting Up Billing for Sponsorship
Setting Up Billing to Run in a Multischema Environment
Running Billing on One Schema at a Time
Running Billing on Multiple Schemas Simultaneously
About Suspending Billing of Accounts and Bills
Suspending Billing of Closed Accounts
Suspending Billing of an Account's Bill
Setting up Billing in Subordinate Hierarchies
4
About Proration
Calculating Prorated Cycle Fees
Calculating the Unit Interval
Calculating Unit Interval When use_number_of_days_in_month Is Not Set or 0
Calculating Unit Interval When use_number_of_days_in_month Is Set to 1
Calculating Unit Interval When Billing Day of Month Is 29, 30, or 31
Examples of Proration
Example 1: Use_number_of_days_in_month Is Not Set or Set to 0
Example 2: Use_number_of_days_in_month Is Set to 1
Examples Using the 29th, 30th, and 31st for Billing Day of Month
Example 3a: Use Forward Option with use_number_of_days_in_month Set to 0
Example 3b: Use Forward Option with use_number_of_days_in_month Set to 1
Example 3c: Use Back Option with use_number_of_days_in_month Set to 1
Example 3d: Use Back Option with use_number_of_days_in_month Set to 0
Enabling BRM to Apply Proration Rules
Proration for Special Cases
Special Cases
Addressing Special Cases
Calculating Prorated Cycle Fees and Refunds for Customized Products
Example 4: Applying a Cycle Forward Fee with a Customized Product
Example 5: Refunding a Prorated Cycle Forward Fee with a Customized Product
About 30-Day-Based Proration
Examples of 30-Day-Based Proration
Example 6: Prorated Purchase Fee with 31-day Billing Cycle
Example 7: Prorated Cancel Fee with 31-day Billing Cycle
Example 8: Prorated Purchase Fee with 28-Day Billing Cycle
Example 9: Prorated Cancel Fee with 28-Day Billing Cycle
Special Cases
Example 10: Full Purchase Fee Charged When Service Is Provided for 1 Day Less
Example 11: Full Cancel Fee Refunded When Service Has Been Used for 1 Day
Enabling 30-Day-Based Proration
Using Two Events to Prorate Charges for Products Whose Validity Ends in First Cycle
Prorating Cycle Fees after a Discount Purchase or Cancellation
Examples of Cycle Fee Proration
Example 12: Cycle Fee Is Refunded after a Discount Purchase
Example 13: Free Minutes Are Prorated after a Discount Cancellation
Example 14: Canceled Discount Proration Is Not Taken into Account When Product Is Canceled
Prorating Cycle Fees When a Discount's Cycle Start or End Date Is Changed
Examples of Cycle Fee Proration
Example 15: Cycle Fee Is Refunded When a Discount's Cycle Start Date Is Changed
Example 16: Cycle Fee Is Charged When a Discount's Cycle Start Date Is Changed
Example 17: Cycle Fee Is Refunded When Discount's Cycle End Date Is Changed
Example 18: Cycle Fee Is Charged When Discount's Cycle End Date Is Changed
5
Managing Bill Units with Your Custom Application
Opcodes Used with Bill Units
Creating /billinfo Objects
Associating Account Balances with /billinfo Objects
Updating /billinfo Objects
Preparing /billinfo Data
Assigning Default Billing Information
Assigning DOMs to /billinfo Objects
Assigning DOM Based on the Billing Segment
Customizing the DOM Assignment Process
Validating /billinfo Data
Validating Billing Segment Information
Suspending and Resuming Billing of Closed Accounts
Suspending Billing of Closed Accounts
Resuming Billing When Closed Accounts Are Reactivated
Deleting /billinfo Objects
Creating /billinfo Object Hierarchy and Sponsorship
Changing /billinfo Hierarchy and Sponsorship
Billing Delays for Moved /billinfo Objects
6
Offering the Best Price to Your Customers
About Offering the Best Price to Your Customers
How BRM Determines the Best Deal
Calculating the Best Price by Using the Best Pricing Opcode
About Calculating the Best Deal When Alternate Deal Has a Best Pricing Configuration
About Finding the Best Deal in the Middle of a Billing Cycle
About Rerating Events to Apply the Best Price
About Rerating Events for a Prior Cycle for Which the Best Deal Was Applied
Adjusting the Account Balance to Apply the Best Deal
How BRM Calculates the Best Price for Subscription Groups
Calculating the Best Price for Subscription Services
Calculating the Best Price for Member Services
How BRM Calculates the Best Price in Resource Sharing Groups
Calculating the Best Price for a Discount Sharing Group
Calculating the Best Price for a Charge Sharing Group
About Applying Exclusion Rules for Deals in a Best Pricing Configuration
Mutually Exclusive Deals and Best Pricing
Mutually Exclusive Discounts and Best Pricing
About Keeping Track of Best Pricing Information
About Configuring BRM to Use Best Pricing
Enabling Best Pricing
7
Setting Up Pipeline-Triggered Billing
About Pipeline-Triggered Billing
Pipeline-Triggered Billing Components
How Pipeline Manager Triggers Billing
About the Pipeline-Triggered Billing Modules
About BillHandler
Overview of the Immediate Billing Process
About Suspending Billing-Trigger EDRs
Configuring Pipeline-Triggered Billing
Setting Up Pipeline Manager to Trigger Billing
Setting Up the Billing Batch Applications
Configuring Batch Controller to Start BillHandler
Configuring BillHandler
8
About Bill Cycle Management
About Managing Billing Cycles
About Billing Segments
About Accounting DOM Status
Implementing Bill Cycle Management
Setting Up Billing Segments
Editing the Billing Segment Configuration File
Updating Billing Segments
Associating Bill Units with Billing Segments
Changing a Bill Unit's Billing Segment
Assigning Accounting Days of Month to Bill Units in Billing Segments
Manually Assigning a Billing DOM
Automatically Assigning a Billing DOM
Changing a Bill Unit's Billing DOM
9
About Bill Run Management
About Managing Billing Runs
About Reducing Billing Run Loads
Billing Only Specified Accounts and Bill Units
About Managing Bill Due Dates
About Payment Terms
About Billing Calendars
About Billing Run-Time Due Date Adjustments
Reducing Billing Run Loads
Configuring Auto-Triggered Billing for Bill Run Management
Splitting a Billing Run into Multiple Runs
About Sponsored Charges in Split Billing Runs
Including Only Specified Billing DOMs in Billing Runs
Including Only Specified Billing Segments in Billing Runs
Sample Billing Run Configuration File
Validating Your Billing Run Configuration File Edits
Managing Bill Due Dates
About Configurable Bill Due Dates and Delayed Billing
Managing Payment Terms
Setting Up Payment Terms
Editing the Payment Terms Configuration File
Updating Payment Terms
Updating the pin.conf File to Use Payment Terms
Assigning Payment Terms to Bill Units
Managing Billing Calendars
Setting Up Billing Calendars
Editing the Billing Calendar Configuration File
Updating Billing Calendars
Associating Billing Calendars with Payment Terms
Specifying Due Date Adjustments in a Billing Run
Editing the Billing Run Configuration File to Adjust Bill Due Dates
Sample Billing Run Configuration File
Validating Your Billing Run Configuration File Edits
How BRM Calculates Bill Due Dates
Customizing Bill Due Date Calculations for Payment Terms
Functions for Calculating Payment Due Dates
fm_bill_pol_calc_pymt_due_t
10
About Bill Suppression
About Suppressing Bills
About Automatic Bill Suppression
About Manual Bill Suppression
About Manual Account Suppression
Suppressed Accounts versus Inactive Accounts
Exceptions to Bill Suppression
How Exceptions Affect Manual Bill and Account Suppression
Automatically Suppressing Bills
Setting Up Automatic Bill Suppression
Associating Bill Suppression Information with Customer Segments
Editing the Bill Suppression Configuration File
Sample Bill Suppression Configuration File
Validating Your Bill Suppression Configuration File Edits
Manually Suppressing Bills
Manually Suppressing Accounts
How Bill Suppression Works
How BRM Determines Whether Bills Should Be Suppressed
How BRM Suppresses Bills
How BRM Suppresses Accounts
How BRM Ends Manual Account Suppression
Customizing Bill Suppression Exceptions
Adding Bill Suppression Exceptions
Deleting Bill Suppression Exceptions
11
Creating Custom Bill Items
About Custom Bill Items
About Defining Custom Bill Items
About Tracking Charges in Bill Items
About Creating /item Objects
About Assigning Custom Bill Items to Events
About Using Event and Service Combinations to Assign Bill Items
About Using Event Attributes to Assign Bill Items
How BRM Assigns Custom Bill Items to Events
Cumulative Custom Item for Taxes
How Batch Rating Assigns Custom Bill Items
How Real-Time Rating Assigns Custom Bill Items
About Bill Items and Universal Event Loader
Setting Up BRM to Assign Custom Bill Items to Events
Assigning Item Tags Based on Event and Service Combinations
Assigning Item Tags Based on Event Attributes
Setting Up Batch Rating to Assign Items Based on Event Attributes
Setting Up Real-Time Rating to Assign Items Based on Event Attributes
Mapping Item Tags to Item Types
Verifying Item-Tag-to-Item-Type Mapping
Assigning Bill Items to Event Balance Impacts
How Batch Rating Assigns Custom Bill Items to Events for Balance Impacts
Creating a Batch Rating iScript for Balance Impacts
Creating Custom Sponsored Bill Items
Splitting Sponsored Charges into Multiple Items
12
Remitting Funds to Third Parties
About Remittance
About Remittance Products
About Defining Remittance Specifications
About Remittance Criteria
About Calculating Remittance
Setting Up Remittance
Creating a Remittance Product
Creating a Remittance Account
Loading the Remittance Fields File
Defining Remittance Specifications
Loading the Remittance Specifications
Loading Remittance Specifications on Single-Schema Systems
Loading Remittance Specifications on Multischema Systems
Running Remittance
Calculating Remittance
Running the Monthly Remittance Script
Running the Remittance Utility Separately
Creating Remittance Reports
Changing the Balance of a Remittance Account
Using Remittance with Brands
Using Remittance with Multiple Database Schemas
Running Remittance on One Schema at a Time
Running Remittance on Multiple Schemas Simultaneously
Improving Remittance Performance
Using Remittance for Sales Commissions
Example of Setting Up a Remittance Specification
About Customizing Remittance
About Adding Custom Remittance Criteria
Defining Custom Remittance Fields
Specifying Custom Remittance Criteria
About Using Custom Ratable Usage Metrics to Calculate Remittance
Calculating Remittance Using Custom RUMs
How Remittance Works
Retrieving Remittance Accounts
Calculating the Remittance Amount
Verifying the Remittance Specification File
Customizing Remittance
Part III Running Billing
13
Running Billing Utilities
About Billing Your Customers
Regular Billing Process
Corrective Billing Process
About the Billing Utilities
Billing Accounts with the pin_bill_accts Utility
When to Run the pin_bill_accts Utility
Increasing Performance of the pin_bill_accts Utility
Customizing the pin_bill_accts Utility
Billing Accounts with the pin_make_corrective_bill Utility
When to Run the pin_make_corrective_bills Utility
Increasing Performance of the pin_make_corrective_bill Utility
Customizing the pin_make_corrective_bill Utility
Generating Invoices with the pin_inv_accts Utility
When to Run pin_inv_accts
Viewing Invoices
Emailing or Printing Invoices
Prorating Cycle-Forward Fees and Canceling Products with the pin_cycle_fees Utility
How the pin_cycle_fees Utility Prorates Cycle Forward Fees
When to Run the pin_cycle_fees Utility
Informing Customers That a Free Period Has Ended
Improving Performance of the pin_cycle_fees Utility
Executing Deferred Actions with the pin_deferred_act Utility
When to Run the pin_deferred_act Utility
About Running the Billing Scripts
Customizing the Billing Scripts
Running Billing
What Time to Run Billing Scripts
Manually Running the pin_bill_day Script
Customizing the pin_bill_day Script for Best Pricing Options
To Bill Subordinates before Member Discounts
To Bill Member Discounts before Subordinates
To Apply Cycle Fees for Subordinates and Sponsorship Members in One Run
To Apply Cycle Fees for Subordinates, Sponsorship Members, and Discount-Sharing Group Members in One Run
Specifying Start and End Times
Setting Start and End Dates for pin_collect
Editing Billing Utility Configuration Files
Editing the Billing Scripts
Changing the Path in the Billing Scripts
Testing Billing
Running Daily Billing
Running Weekly Billing
Running Monthly Billing
Handling Billing Failures
If the Billing Utility Was Interrupted
If You Miss a Daily Billing Run
Running Billing Utilities Manually
Monitoring Billing Activity
Checking for Payment-Processing Errors
Maintaining Transmission Logs for Billing Transactions
14
About Trial Billing
About Trial Billing
Comparing Billing and Trial Billing
How Trial Billing Works
Generating Trial Invoices
Collecting Split Revenue Assurance Data
About Trial Invoices
How Trial Invoices Are Stored
Using Trial Invoices for Validating Billing Charges
About Collecting Revenue Assurance Data From Trial Billing
Running Trial Billing
Specifying Accounts for Trial Billing
Specifying Bill Units, Billing Segments, and DOMs for Trial Billing
Specifying Bill Units for Trial Billing
Specifying Accounting DOMs for Trial Billing
Specifying Billing Segments for Trial Billing
Creating Trial Bills without Generating Trial Invoices
Hierarchical and Sponsor Groups for Trial Billing
Purging Trial Invoices
Exporting Trial Invoices
Viewing Trial Invoices
Improving Trial Billing Performance
Part IV Billing Utilities
15
Billing Utilities
load_config_item_tags
load_config_item_types
load_pin_bill_suppression
load_pin_billing_segment
load_pin_calendar
load_pin_payment_term
load_pin_remittance_flds
load_pin_remittance_spec
pin_bill_accts
pin_cycle_fees
pin_cycle_forward
pin_deferred_act
pin_make_corrective_bills
pin_remittance
pin_rollover
pin_trial_bill_accts
pin_trial_bill_purge
pin_update_items_journals
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