Account Interval Info Maintenance
Open to view interval profiles and classic TOU maps for service agreements linked to the account.
This page is only available if the Complex Billing module is not turned off.
Description of Page
The Account Info displays information about the account. The Account ID for this account is displayed.
Use the Derive Interval Data button to create profile data through data derivation. If clicked, the Derive Interval Data dialog opens.
In the resulting dialog, turn on Force Derivation and enter a Force Derivation Start Date if you want the system to re-derive data for a period that may have already been derived.
Not all algorithms necessarily support force derivation. It depends on whether or not the algorithm can detect changes in the source data.
Enter the Cutoff Date to indicate date until which to generate data.
After clicking Process, the system processes all service agreements for the account that have an SA Owned profile where this SA is the owner AND the profile type indicates an "Interval Data Creation" derivation algorithm. Interval data for service agreements linked to the Account are derived in billing processing sequence order as defined on their SA type. For each service agreement, the Interval Data Creation algorithms are executed in creation priority order as defined on their profile type.
The interval profile tree displays information about profiles linked to service agreements for this account.
- A node appears for each profile linked to more than one service agreement for the account. The profile may be common or SA owned . Expanding this node displays each service agreement linked to the shared profile.
- A node appears for each service agreement linked to the account that has interval profiles linked to it. Expanding this node displays each profile linked to the service agreement.
Use the Derive TOU Data button to automatically create classic TOU map data. If clicked, the Derive Interval Data dialog opens.
In the resulting dialog, turn on Force Derivation and enter a Force Derivation Start Date if you want the system to re-derive data for a period that may have already been derived.
Not all algorithms necessarily support force derivation. It depends on whether or not the algorithm can detect changes in the source data.
Enter the Cutoff Date to indicate the date until which to generate data.
After clicking Process, the system processes all service agreements for the account that have an SA Owned TOU map where this SA is the owner AND the classic TOU map type indicates a "TOU Data Creation" derivation algorithm. Interval data for service agreements linked to the Account are derived in billing processing sequence order as defined on their SA type. For each service agreement, the TOU Data Creation algorithms are executed in creation priority order as defined on their classic TOU map type.
The classic TOU map tree displays information about classic TOU maps linked to service agreements for this account.
- A node appears for each classic TOU map linked to more than one service agreement for the account. This classic TOU map may be common or SA owned. Expanding this node displays each service agreement linked to the shared TOU map.
- A node appears for each service agreement linked to the account that has classic TOU maps linked to it. Expanding this node displays each classic TOU map linked to the service agreement.
If a seasonal time shift record is linked to the base time zone and each time zone on the characteristic premise for each service agreement uses the same seasonal time shift record, the common Seasonal Time Shift for the time zones on the characteristic premises is displayed. Refer to Time Zone and Time Changes for more information.
The Seasonal Time Shift Remark indicates whether the data is displayed in legal time or standard time. If the seasonal time shift record on the base time zone and for the time zone for each characteristic premise linked to each SA are the same, the dates are displayed in legal time, according to this seasonal time shift record. Otherwise, the data is displayed in standard time.
Refer to Seasonal Time Shifts for more information.