Creating Adjustments for Unbilled Usage

You can create adjustments to charges for unbilled usage (for example, phone calls that have not yet been added to a bill). For more information about unbilled charges, see Viewing Unbilled Services for a Billing Profile. To create adjustments for unbilled usage, complete the steps of the following procedure.

To create an adjustment for unbilled usage

1. Navigate to the Billing Profile portal.

   For instructions, see Accessing Billing Information.

2. Click the Unbilled Usage view tab to display a list of service charges that the company has not yet billed for the billing profile.

3. Click Refresh to retrieve up-to-date data from the billing application.

4. To view the item charges for a service charge, select that service charge from the Service Charges list and scroll down to the Item Charges list.

5. To view the events for an item charge, click the Net Amount field for that item charge.

   The Event Details list appears.

6. To find specific events in the Event Details list, click Search, enter search criteria, and click Go.

7. Select the event representing the unbilled usage to be adjusted, and click Adjust.

   • On the Invoice Adjustment view, Siebel Communications creates an invoice to track the adjustment. The invoice contains the Bill Number.

   • In the Billing Profile Adjustments view, Siebel Communications creates a record for the adjustment. This adjustment record likewise contains the Bill Number.

8. Click Submit to submit the adjustment to the billing application.

   The adjustment record becomes read-only, and its Status changes to Submitted. When the response message comes back from the external billing application, it updates the Status to either Posted (indicating that the adjustment succeeded) or Not Posted (indicating that the adjustment failed).