Identifying SQ and Sales Information for Historical Bill Segments
To allocate capital credits, the background process retrieves billing history for each SA that contributes to the membership for the given fiscal year. The process needs to calculate the service quantity (SQ) amount billed and the sales amount billed for the SA in that year.
Sales Amount. The sales amount refers to the monetary amount billed. For a capital credit allocation, this amount would generally exclude taxes and may exclude other line item amounts from the bill.
In order to calculate the amounts correctly, the background process must determine which bill calculation lines for each bill segment contain the SQ and/or sales information. Characteristics on the bill calculation lines identify which bill lines should be used.
The rest of this section uses examples to illustrate how you may configure your rate options to support this.