SA Type - Billing

Open Admin > Customer > SA Type > Search and navigate to the Billing page to define how the system manages bill segments for service agreements of a given SA type.

Description of Page

Turn on Eligible for Billing if the system should create bill segments for service agreements of this type. This will typically be turned on for all service agreements except for those used to hold write-off amounts or to levy one-off adjustments.

Define the minimum number of days a bill segment (other than the final segment) must span using Minimum Days for Billing. This is useful to prevent initial bill segments that span only a few days.

Select the Bill Segment Type that controls both how bill segments for this SA Type will be created and how the related financial transaction affects the general ledger and the customer's debt.

Use Default Description on Bill to define the verbiage that should print on the customer's bill.

Use the Billing Processing Sequence if you need to control the order in which service agreements linked to this SA type are processed by billing and interval data creation processes.

Use Bill Print Priority to define the order in which the SA type's bill segments should appear on bills (relative to the other SA types that appear on a bill).

Use Max Bill Threshold if you want the system to generate a bill error when a bill segment is produced in batch that exceeds a given value. These bill errors will appear on the standard billing queries and To Do lists. If, after reviewing the high value bill segment, an operator truly intends to send the bill out, they should regenerate the bill. Refer to How To Correct A Bill Segment That's In Error for more information.

Use Graph Unit Of Measure to define the unit of measure of the graphed consumption on the bill (if any).

Turn on Allow Estimates if the system is allowed to generate estimated consumption if meter reading(s) cannot be found at billing time. This value is defaulted onto service agreements and can be overridden on an individual service agreement.

Turn on Characteristic Premise Required if a characteristic premise must be linked to the service agreement when the service agreement is activated. The characteristic premise is used to define the taxing authorities associated with the service agreement's bill segments. It is also used to identify where the service agreement's service is located on various windows.

Use the Initial Start Date Option to control how billing should calculate the consumption period for the very first bill for service agreements of this type. This field is not applicable for sub SA types or SA types with a special role of Billable Charge. Valid values are Include First Day, Add 1 Day Always and Add 1 Day for Back-to-back. Refer to Initial Consumption Period Considerations for more information.

Non-metered service agreements may have the end date of their bill segments defined on a user-maintained bill period schedule. This option is used when bill segments must fall on strict calendar boundaries (e.g., quarterly bills that end on the last day of the quarter). If this SA type should be billed like this, select Use Bill Period in the Use Calendar Billing field. When this option is used, you must define the Bill Period whose schedule defines the bill segment end dates.

Instead of the Use Bill Period method, non-metered service agreements may have their bill segment end date based on the first day of service. For example, if service started on the 16th of some month, the ongoing bill segments will start on roughly the 16th of each month. This option is frequently used to bill for garbage or cable service. If this SA type should be billed like this, select Anniversary Future Billing or Anniversary Past Billing in the Use Calendar Billing field. When either option is used, you must define the Anniversary Bill Frequency. This frequency defines the amount of time between bill segments.

Total Bill Amount indicates whether service agreements of this type can use the total amount to bill field on the service agreement page. Valid values are Not Allowed and Required. Only SA types used to bill for deposits or loans should have this field set to Required.

If Required is selected, you must enter the Total Amount To Bill Label. The Total Amount To Bill Label defines the label that prefixes the total bill amount on the service agreement page for service agreements of this SA type.

Recurring Charge indicates whether service agreements of this type can use the recurring charge field on the service agreement window. Valid values are Not Allowed, Optional and Required. If either Optional or Required are used, you must enter:

• Recurring Chg Amt Label. This defines the label that prefixes the recurring charge amount on the service agreement window for service agreements of this SA type.
• Recurring Charge Frequency. This defines the following:
  • Specifies the frequency at which the Recurring Charge Amount specified on service agreements of the SA Type is to be billed.
  • Serves as the basis for proration of the Recurring Charge Amount.
  • Specifies the frequency at which service agreements of the SA Type without a rate and/or meters will be billed.

Turn on Eligible for Budget if service agreements of this type can participate in budget billing. If this switch is turned on, then you must define the Adjustment Type (Synch Current) that will be used to synchronize (make equal) the current amount with the payoff amount on a service agreement of this type when a budget is cancelled. (The Adjustment Type (Synch Current) field is on the main page.)

Set the Eligible for Non-Billed Budget flag to Eligible for Non-Billed Budget if you want SAs of this type to be eligible to be covered by a Non-Billed Budget. If this flag is set to Eligible for Non-Billed Budget, you must also define the Adjustment Type (Current = 0) field (on SA Type - Detail).