Detailed Business Process Model Description : MDM-CC&B Manage Bill and Billing Procedures Description : Analyze Account and Populate Required Information

Analyze Account and Populate Required Information
See Manage Bill and Billing Procedures - Online Billing for the business process diagram associated with this activity.
Group: Manage Bill and Billing Procedures - Online Billing
Actor/Role: Document Management Software
Description: CC&B provides the CSR or Authorized User with valuable insight and overall analysis of the Customer's financial situation. The CSR or Authorized User evaluates the Customer's Account. Account Financial History, Premise and Service Agreement Billing History, Credit Rating, and Credit and Collection History may be reviewed. Control Central Alerts and other Dashboard information assist the CSR or Authorized User in determining eligibility for adding new Bill or any rebilling based on established business rules.
If the CSR or Authorized User identifies a need to create a Bill for the customer, the CSR or Authorized User provides information about the Billing period for the bill to be created. The CSR or Authorized User must specify Cutoff Date or Use Schedule to determine the end date of each Bill Segment Bill period. The Accounting Date defaults to current date however the CSR or Authorized User may change this date based on established business rules. The CSR or Authorized User may choose to allow for system estimation and will mark accordingly.

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