Bill - Bill Segments

You can use this page to view all or selected bill segments linked to a bill. In addition, you can also perform certain maintenance functions on this page (see the details below).

Open Menu > Financial > Bill > Search and navigate to the Bill Segments page to view this information.

The Description of page section below describes the fields on this page. Refer to How To for a description of how to perform common maintenance functions.

Description of page

Bill Info contains a concatenation of important information about the bill (e.g., the bill date, its status, due date, ending balance, etc.).

Bill ID is the system-assigned unique identifier of the bill.

The area beneath Bill Info provides you with options that control which bill segments appear in the grid. The following points describe the various options:

• Use the SA Filter to define the types of service agreements whose bill segments appear in the grid. The following options are available:
• Address. Use this option to restrict bill segments to those whose service agreements are linked to service points associated with a given Address, City and/or Postal code. Note, you can specify any combination of these fields.
• All. Use this option if you do not wish to restrict bill segments based on service agreement attributes.
• Geographic Type. Use this option to restrict bill segments to those whose service agreements are linked to service points associated with a given Geo Type and Value.
• SA Type. Use this option to restrict bill segments to those whose service agreements are linked to a given CIS Division and SA Type.
• Use Status Filter to restrict the bill segments based on their status. The following options are available:
• All. This option shows all bill segments regardless of status.
• Refer to Bill Segment Lifecycle for the various status values.

Don't forget to click the search button after changing the filters.

The Select All / Clear All buttons are used to select bill segments if you plan on issuing any of the mass update actions at the bottom of the page. These buttons are enabled if either of the following conditions is true:

• All bill segments that appear in the grid are in the Error, Freezable and/or Incomplete states.
• All bill segments that appear in the grid are in the Frozen state

Refer to the description of the "mass update" actions below for more information.

The grid that follows contains the bill segments that match your search criteria. The following information appears in the grid:

• Select box. See the mass update description immediately above for conditions under which this checkbox can be used to select bill segments for mass update actions.
• The Bill Segment column contains a concatenation of the bill segment's division, SA type, status and bill period. The division and SA type come from the bill segment's service agreement. Click the hyperlink to transfer to Bill Segment - Main Information. On this page you can perform maintenance functions (e.g., cancel/rebill, delete, cancel, etc., depending on the segment's status) on the bill segment in question.
• The Current Amount column contains the bill segment's effect on the service agreement's current balance.
• The Status shows the bill segment's status. Refer to Bill Segment Lifecycle for the possible values.
• The Remarks column highlights special circumstances associated with the bill segment.
• Rebill after completion appears if the bill segment is a rebill that was created after the bill was sent to the customer. The financial impact of this bill segment appears as a "bill correction" on the next bill produced for the customer.
• Rebill prior completion appears if the bill segment is a rebill that was created before the bill was sent to the customer.
• Canceled after completion appears if the bill segment was canceled after the bill was sent to the customer. The financial impact of this bill segment appears as a "bill correction" on the next bill produced for the customer.
• Canceled prior completion appears if the bill segment was canceled before the bill was sent to the customer.
• If the bill segment's status is Error or Incomplete, this column contains an estimated value of this bill segment. The estimated value is calculated by computing an average daily amount from the service agreement's frozen bill segments in the last 365 days. This average is then applied to the number of days in this bill segment's bill period. If the bill segment doesn't have a bill period (rare, but possible), the historical average is not displayed.
• If the bill segment's status is Error, this column also contains the error message.
• Rebilled due to correction note appears if the correction note was generated for the bill segment. This remark is generated only if you have Correction Note specified in the Installation record.
• Rebilled due to correction. Canceled after completion appears for a correction note that spawns another correction note. This remark is generated only if you have Correction Note specified in the Installation record.
• The Service Quantity and UOM (unit of measure) columns contain the amount of consumption that was billed. The UOM is defined on the service agreement's SA type.
• The Bill Segment ID is the system-assigned unique identifier of the bill segment.

This transaction has sophisticated logic that can be used to perform "mass updates" to the bill segments that appear in the grid (using the buttons at the bottom of the page). The following points describe these mass update actions: