How To Override The Items Billed On A Specific Bill Segment

The How The System Determines How Much Was Consumed used by the customer is one of the first steps that happens when a bill segment is created. 99.9% of the time, the system does a perfect job in this effort. However, there are rare circumstances when, due to missing or incorrect data, the quantity calculated by the system is not correct.

To help you deal with these rare situations, a "back door" exists that allows a bill segment's billable quantities to be overridden. This truly is a "back door" because the proper way to fix the amount of a commodity is to correct the cause of the error and then cancel / rebill the bill segment.

This section describes how to override the total number of items billed on a bill segment. You would do this in the rare situation when you cannot get the item snapshot to reflect the amount of consumption you need to bill.

Important:

You can only override consumption on a bill segment that is in Error or Freezable. This means you must generate a bill segment before you can override the item details.

  • Transfer to the Bill Segment - Item Details tab.
  • Insert one row in the item grid (click the + button) for each item you need to add. You may also change item amounts that were populated by the system when it initially generated the bill.
  • Save the bill segment.
  • Generate the bill segment.
  • If the bill segment still looks wrong, repeat the above points until the bill segment is correct.
  • The Bill Segment Freeze Option on the installation option controls the next step:
  • If this option is set to Freeze At Bill Completion, return to Bill - Main (using the bill context menu) and click the Freeze / Complete button.
  • If this option is set to Freeze At Will, click the Freeze button and, if everything looks clean, return to Bill - Main and click the Complete button.