Billing To Do Dashboard Portal

The Billing To Do Dashboard portal enables supervisors and analysts to identify high-priority billing exceptions and to identify increases in specific types of exceptions. In this release, an additional To Dos Created in the Last N Days zone is included on the Main portal tab. It displays the number of To Do Entries by Create Date. You can filter the display by To Do Type, CIS Division, Customer Class, Bill Cycle, Create Date From, and/or Create Date To.

This empowers billing supervisors and analysts to efficiently and effectively manage, analyze, and resolve billing exceptions, enhancing billing accuracy and customer satisfaction.

Steps to enable and configure

To enable and configure this feature, complete these steps:

  1. Add a new Billing To Do Dashboard Configuration master configuration, if it does not exist already, and configure or update accordingly:
    For the To Dos Created in the Last n Days zone, define the To Do Trend Days and Period Average options. If undefined, the internal default value for To Do Trend Days is 30 and Period Average is 0.
  2. Add the Statistics Control Monitor (F1-STATS) batch control with/without implementation-specific batch parameters, if it does not exist already, to your batch scheduler to initiate automated creation of statistic snapshots used by the new portal zone.
  3. System administrators should review and determine which user groups should be granted access to the following application service: Billing To Do Dashboard Portal (C1BTDDSH).

Tips and considerations

The To Do Entry counts are retrieved from snapshots captured using the To Dos Created in the Last n Days Snapshot (C1-ToDoCreatedSnapshot) business object. The suggested frequency for running this snapshot is at least once a day, after the billing process and the billing-specific To Do creation batch processes have run. Refer to the business object configuration for more details.

Key resources

Refer to the Billing To Do Dashboard section of the Business User Guide for more information.

Access requirements

System administrators should set/grant users/grant access to the Billing To Do Dashboard Portal (C1BTDDSH) application service.