E Examples of Changing the Paying Account for Child Accounts

This appendix gives examples of changing the paying account for child accounts. When service-level balance groups are enabled, there are different options for changing the paying account than when service-level balance groups are disabled. The examples illustrate these options.

About the Examples

The examples show Siebel customer relationship management (Siebel CRM) orders and illustrations of the conceptual arrangement of services, billing profiles, balance groups, and bill units resulting from sending the orders to Oracle Communications Billing and Revenue Management (BRM).

The first order in each example is the base order that purchases services for a nonpaying child account under one or more paying parent accounts. When the service account on an order is different from the billing account, the integration creates the service account with a nonpaying /billinfo object as a child account under the billing account in BRM. The nonpaying /billinfo object points to the billing profile of the paying parent account.

The integration also creates a /billinfo hierarchy under the service account representing the billing relationship between the service account and the billing accounts.

The subsequent orders in each example are change orders that change the paying account on some or all of the services purchased in the first order. When these change orders are submitted, the integration creates new balance groups and nonpaying /billinfo objects for the services in the child account pointing to the paying parent account's chosen billing profile. The integration also updates the /billinfo hierarchy with the new parent account information.

When the paying account for all services on one service account is changed, the integration moves the child account under the new paying parent account in BRM.

Because of the automatic naming conventions for balance groups, the new balance groups for transferred services have the same name as the old balance groups. The examples show a different number in the balance group name to illustrate that these are different balance groups. In reality the balance group names would be identical.

Although most of the examples show nonpaying child accounts, child accounts can also be self-paying. A service account could pay for some of its own services and have multiple billing accounts paying for the rest of its services.

Table E-1 defines the abbreviations used in the examples.

Table E-1 Abbreviations Used in the Examples

Abbreviation	Description
SA	Service account: the child account
BA	Billing account: the parent account
BG	Balance group: the BRM balance group in which each service is tracked
BP	Billing profile: the billing profile on the parent account
NPB	Nonpaying /billinfo object: a /billinfo object created for a child account that the integration points to the parent account's billing profile

Examples when Service-Level Balance Groups Are Enabled

This section gives examples of changing the paying account for child accounts when service-level balance groups are enabled.

Changing the Paying Account for a Child Account with Separate Billing Profiles

This example shows:

A base order that purchases two services with separate billing profiles on one parent account for a child account
Change orders that change the paying account for there services in the child account

Table E-2 shows the base order. A separate billing profile is assigned to each service.

Table E-2 Base Order for Services with Separate Billing Profiles

Action	Service	Service Account	Billing Account	Billing Profile
ADD	Wireless	SA1	BA1	BA1-BP1
ADD	Broadband	SA1	BA1	BA1-BP2

Figure E-1 shows the result of sending the base order to billing. The services are tracked in separate balance groups that point to separate nonpaying /billinfo objects.

Figure E-1 Result of Base Order for Services with Separate Billing Profiles

Description of "Figure E-1 Result of Base Order for Services with Separate Billing Profiles"

Table E-3 shows the change order to change the paying account for the services while maintaining separate billing profiles.

Table E-3 Order to Change the Paying Account with Separate Billing Profiles

Action	Service	Service Account	Billing Account	Billing Profile
UPDATE	Wireless	SA1	BA2	BA2-BP3
UPDATE	Broadband	SA1	BA2	BA2-BP4

Figure E-2 shows the result of sending the change order to billing.

Figure E-2 Result of Change Order to Change the Paying Account with Separate Billing Profiles

Description of "Figure E-2 Result of Change Order to Change the Paying Account with Separate Billing Profiles"

Alternative: Single Billing Profile

Alternatively, the change order can change the paying account for the services and assign the same billing profile to both. Table E-4 shows this alternative order.

Table E-4 Alternative Change Order to Change the Paying Account with a Single Billing Profile

Action	Service	Service Account	Billing Account	Billing Profile
UPDATE	Wireless	SA1	BA2	BA2-BP3
UPDATE	Broadband	SA1	BA2	BA2-BP3

Figure E-3 shows the results of sending the alternative order to billing.

Figure E-3 Result of Alternative Change Order to Change the Paying Account with a Single BIlling Profile

Description of "Figure E-3 Result of Alternative Change Order to Change the Paying Account with a Single BIlling Profile"

Alternative: Multiple Parents

Alternatively, the change order can change the paying account for only one of the services. Table E-5 shows this alternative order.

Table E-5 Alternative Change Order to Change the Paying Account for One Service

Action	Service	Service Account	Billing Account	Billing Profile
UPDATE	Broadband	SA1	BA2	BA2-BP1

Figure E-4 shows the results of sending the alternative order to billing, and includes the wireless service from the original order for comparison.

Figure E-4 Result of Alternative Order for Multiple Parents

Description of "Figure E-4 Result of Alternative Order for Multiple Parents"

Changing the Paying Account for a Child Account with a Single Billing Profile

This example shows:

A base order that purchases two services with a single billing profile on a parent account for a child account
Change orders that change the paying account for the services on the child account

Table E-6 shows the base order. The same billing profile is assigned to both services.

Table E-6 Base Order for Services with a Single Billing Profile

Action	Service	Service Account	Billing Account	Billing Profile
ADD	Wireless	SA1	BA1	BA1-BP1
ADD	Broadband	SA1	BA1	BA1-BP1

Figure E-5 shows the result of sending the base order to billing. The services are tracked in separate balance groups that point to the same nonpaying /billinfo object.

Figure E-5 Result of Base Order for Services with a Single Billing Profile

Description of "Figure E-5 Result of Base Order for Services with a Single Billing Profile"

Table E-7 shows the change order to change the paying account for the service son the child account while maintaining a single billing profile for the services.

Table E-7 Order to Change the Paying Account with a Single Billing Profile

Action	Service	Service Account	Billing Account	Billing Profile
UPDATE	Wireless	SA1	BA2	BA2-BP2
UPDATE	Broadband	SA1	BA2	BA2-BP2

Figure E-6 shows the result of sending the change order to billing.

Figure E-6 Result of Order to Change the Paying Account with a Single Billing Profile

Description of "Figure E-6 Result of Order to Change the Paying Account with a Single Billing Profile"

Alternative: Multiple Billing Profiles

Alternatively, the change order can change the paying account for the services on the child account and assign separate billing profiles to the services. Table E-8 shows this alternative order.

Table E-8 Alternative Order to Change the Paying Account with Multiple Billing Profiles

Action	Service	Service Account	Billing Account	Billing Profile
UPDATE	Wireless	SA1	BA2	BA2-BP2
UPDATE	Broadband	SA1	BA2	BA2-BP3

Figure E-7 shows the results of sending the alternative order to billing.

Figure E-7 Result of Alternative Order to Change the Paying Account with Multiple Billing Profiles

Description of "Figure E-7 Result of Alternative Order to Change the Paying Account with Multiple Billing Profiles"

Changing the Paying Account for Multiple Child Accounts

This example shows:

A base order that purchases one service each with separate billing profiles for two child accounts
A change order that changes the paying account for the services on the child accounts

Table E-9 shows the base order. A separate billing profile is assigned to each service.

Table E-9 Base Order for Services in Multiple Child Accounts

Action	Service	Service Account	Billing Account	Billing Profile
ADD	Wireless 1	SA1	BA1	BA1-BP1
ADD	Wireless 2	SA2	BA1	BA1-BP2

Figure E-8 shows the results of sending the base order to billing. The services are tracked in separate balance groups that point to separate nonpaying /billinfo objects.

Figure E-8 Result of Base Order for Services in Multiple Child Accounts

Description of "Figure E-8 Result of Base Order for Services in Multiple Child Accounts"

Table E-10 shows the change order to change the paying account for the services on both child accounts at once while maintaining separate billing profiles.

Table E-10 Order to Change the Paying Account for Multiple Child Accounts with Multiple Billing Profiles

Action	Service	Service Account	Billing Account	Billing Profile
UPDATE	Wireless 1	SA1	BA2	BA2-BP3
UPDATE	Wireless 2	SA2	BA2	BA2-BP4

Figure E-9 shows the results of sending the change order to billing.

Figure E-9 Result of Order to Change the Paying Account for Multiple Child Accounts with Multiple Billing Profiles

Description of "Figure E-9 Result of Order to Change the Paying Account for Multiple Child Accounts with Multiple Billing Profiles"

Alternative: Single Billing Profile

Alternatively, the change order can change the paying account for the services on the child accounts and assign the same billing profile to both services. Table E-11 shows this alternative order.

Table E-11 Alternative Order to Change the Paying Account for Multiple Child Accounts with a Single Billing Profile

Action	Service	Service Account	Billing Account	Billing Profile
UPDATE	Wireless 1	SA1	BA2	BA2-BP3
UPDATE	Wireless 2	SA2	BA2	BA2-BP3

Figure E-10 shows the result of sending the alternative order to billing.

Figure E-10 Result of Alternative Order to Change the Paying Account for Multiple Child Accounts with a Single Billing Profile

Description of "Figure E-10 Result of Alternative Order to Change the Paying Account for Multiple Child Accounts with a Single Billing Profile"

Changing Multiple Paying Accounts

This example shows:

A base order that purchases two services for a child account paid for by separate parent accounts
Change orders that change the paying parent for one of the services

Table E-12 shows the base order. A different billing account is assigned to each service.

Table E-12 Base Order for Services with Multiple Paying Accounts

Action	Service	Service Account	Billing Account	Billing Profile
ADD	Wireless	SA1	BA1	BA1-BP1
ADD	Broadband	SA1	BA2	BA2-BP1

Figure E-11 shows the result of sending the base order to billing. The services are tracked in separate balance groups that point to separate nonpaying /billinfo objects.

Figure E-11 Result of Base Order for Services with Multiple Paying Accounts

Description of "Figure E-11 Result of Base Order for Services with Multiple Paying Accounts"

Table E-13 shows the change order to change the paying account for the Broadband service.

Table E-13 Change Order to Change the Paying Parent for One Service

Action	Service	Service Account	Billing Account	Billing Profile
UPDATE	Broadband	SA1	BA1	BA1-BP1

Figure E-12 shows the results of sending the change order to billing, and includes the wireless service from the original order for comparison.

Figure E-12 Result of Change Order for a Single Paying Account

Description of "Figure E-12 Result of Change Order for a Single Paying Account"

Alternative: Separate Billing Profiles

Alternatively, the change order can change the paying account for one service and use a new billing profile. Table E-14 shows this alternative order.

Table E-14 Alternative Change Order to Change the Paying Account for One Service

Action	Service	Service Account	Billing Account	Billing Profile
UPDATE	Broadband	SA1	BA1	BA1-BP2

Figure E-13 shows the results of sending the alternative order to billing, and includes the wireless service from the original order for comparison.

Figure E-13 Result of Alternative Change Order for a Single Paying Parent

Description of "Figure E-13 Result of Alternative Change Order for a Single Paying Parent"

Alternative: Self Paying and Paying Parent

Alternatively, the change order can change the paying account for one service to be self paying. Table E-15 shows alternative order.

Table E-15 Alternative Change Order to Change the Paying Account for One Service to Self Paying

Action	Service	Service Account	Billing Account	Billing Profile
UPDATE	Broadband	SA1	SA1	SA1-BP1

Figure E-14 shows the results of sending the alternative order to billing, and includes the wireless service from the original order for comparison.

Figure E-14 Result of Alternative Change Order for a Paying Parent and a Self Paying Account

Description of "Figure E-14 Result of Alternative Change Order for a Paying Parent and a Self Paying Account"

Examples when Service-Level Balance Groups Are Disabled

This section gives examples of changing the paying parent on child accounts when service-level balance groups are disabled.

Changing the Paying Parent for a Child Account

This example shows:

A base order that purchases two services for a child account
A change order that changes the paying parent for the child account and its services

Table E-16 shows the base order. The same billing profile is assigned to both services.

Table E-16 Base Order for Services in a Child Account

Action	Service	Service Account	Billing Account	Billing Profile
ADD	Wireless	SA1	BA1	BA1-BP1
ADD	Broadband	SA1	BA1	BA1-BP1

Figure E-15 shows the result of sending the base order to billing. The services are tracked together under the default account-level balance group.

Figure E-15 Result of Base Order for Services in a Child Account

Description of "Figure E-15 Result of Base Order for Services in a Child Account"

Table E-17 shows the change order to change the paying parent for the child account.

Table E-17 Order to Change the Paying Parent for a Child Account

Action	Service	Service Account	Billing Account	Billing Profile
UPDATE	Wireless	SA1	BA2	BA2-BP2
UPDATE	Broadband	SA1	BA2	BA2-BP2

Figure E-16 shows the result of sending the change order to billing.

Figure E-16 Result of Order to Change the Paying Parent for a Child Account

Description of "Figure E-16 Result of Order to Change the Paying Parent for a Child Account"

Changing the Paying Parent for Multiple Child Accounts with Separate Billing Profiles

This example shows:

A base order that purchases one service each for two child accounts
A change order that changes the paying parent for both accounts and all their services

Table E-18 shows the base order. A separate billing profile is assigned to each child account.

Note:

When service-level balance groups are disabled, a parent account can only use multiple billing profiles to pay for services under separate child accounts. A single child account cannot have multiple billing profiles. See "Problems When Integrating Separate Billing Profiles on the Same Account" for an example of this restriction.

Table E-18 Base Order for Multiple Child Accounts

Action	Service	Service Account	Billing Account	Billing Profile
ADD	Wireless 1	BA1	BA1	BA1-BP1
ADD	Wireless 2	SA1	BA1	BA1-BP2
ADD	Wireless 3	SA2	BA1	BA1-BP3

Figure E-17 shows the result of sending the base order to billing. Each service is tracked under the default account-level balance group for its account.

Figure E-17 Result of Base Order for Multiple Child Accounts

Description of "Figure E-17 Result of Base Order for Multiple Child Accounts"

Note:

The account -level balance group for the parent account (BA1) references the first billing profile that is created for that account (BP1). If the ADD line for the service purchase for the parent account (BA1) is not the first line on the order, then the account-level balance group references billing profile BP2, and the purchase of Wireless 1 fails because it is using BP1.

Table E-19 shows the change order to change the paying parent for both child accounts using one billing profile under the new parent.

Table E-19 Order to Change the Paying Parent for Multiple Child Accounts

Action	Service	Service Account	Billing Account	Billing Profile
UPDATE	Wireless 2	SA1	BA2	BA2-BP4
UPDATE	Wireless 3	SA2	BA2	BA2-BP4

Figure E-18 shows the result of sending the change order to billing.

Figure E-18 Result of Changing the Paying Parent for Multiple Child Accounts

Description of "Figure E-18 Result of Changing the Paying Parent for Multiple Child Accounts"

Because Wireless 1 was purchased directly under the parent account, it was not included in the update order and remains unchanged.

Alternatively, the order could maintain separate billing profiles for the child accounts.

When service-level balance groups are disabled, you cannot transfer child accounts to new billing profiles on the same paying parent account.

Problems When Integrating Separate Billing Profiles on the Same Account

This example shows:

A base order that purchases two services with separate billing profiles for one child account
A resubmitted version of the order to correct errors

Table E-20 shows the base order. Each service is assigned a separate billing profile.

Table E-20 Base Order for Services with Separate Billing Profiles

Action	Service Number	Service Account	Billing Account	Billing Profile
ADD	Wireless	SA1	BA1	BA1-BP1
ADD	Broadband	SA1	BA1	BA1-BP2

When the order is sent to billing, the integration creates two nonpaying /billinfo objects in BRM:

NPB1 under the child account (SA1) pointing the primary billing profile (BP1) on the parent account (BA1)
NPB2 under SA1 pointing to a separate billing profile (BP2) on BA1

The default account-level balance group points to the primary billing profile (BP1) on BA1.

If both services are purchased on a single order, as in Table E-20, the integration uses billing account and billing profile on the first service purchased for all the remaining services on the order. The billing account and billing profile specified on the second service are ignored. The result of sending the order to billing is the same as in Figure E-15, "Result of Base Order for Services in a Child Account".

Though the order is processed successfully, it results in a mismatch in the billing profile in Siebel CRM and the /billinfo object in BRM. To prevent this mismatch, ensure that orders in Siebel CRM use a single billing profile for all services purchased for one account when service-level balance groups are disabled.

If the services are purchased on two separate orders, the order for the wireless service succeeds but the order for the broadband service fails.

The integration fails to process the broadband service because it is attempting to point the nonpaying /billinfo object for the broadband service to a billing profile different than the default account-level billing profile.

Table E-21 shows the revision order to resolve the failure or data mismatch by assigning the broadband service to BP1.

Table E-21 Resubmitted Order

Action	Service Number	Service Account	Billing Account	Billing Profile
ADD	Wireless	SA1	BA1	BA1-BP1
ADD	Broadband	SA1	BA1	BA1-BP1

After the order is processed to billing, the result is the same as in Figure E-15, "Result of Base Order for Services in a Child Account".

Though the revised order is processed successfully, the nonpaying /billinfo object for the broadband service (NPB2) remains in BRM under SA1. A change order to transfer SA1 to a new parent account will fail integration. BRM requires all services of a child account to be paid by the same parent, so all services of a child must be transferred to the new parent together. Because NPB2 is not used by any service it will not be transferred to a new parent, causing order failure.

To resolve the failure you must manually move SA1 under the new parent in BRM so that BRM can repoint all of the nonpaying /billinfo objects and resubmit the change order.