Bill Production

This tab contains percentage of bills that are successfully completed out of the total bills which are generated based on the selected filters:

Note:
If the count of total bills is zero (0), the percentage is shown as 0%.

It contains the following cards or sections:

  • Bill Run Metrics – The purpose of this card is to display the total bill volume and current processing status of the bills for selected filters. This card contains the following sections:

    • Summary – The Summary section contains the following information:

      • Total bills are displayed which contain total bill amount and total bill count.

        Note:
        A bill must contain at least one valid bill segment that has not been cancelled.

      • A new bill is the first bill generated for an account, with PREV_​BILL_​ID field is left blank in the integration data.

      • The zero-dollar bills are those completed bills where the current bill’s amount is zero.

      • The card shows those bills that are Completed, Ready for Completion, Bills in Error, Anomaly Bills, and Bills in Review.

    • Chart – The Chart section contains the following information:

      • The Donut chart displays percentage Completed, Ready for Completion, Bills in Error, Anomaly Bills, and Bills in Review, based on amount and count distribution.

      • The Total (Bill) Amount appears at the center of the Donut chart in a compact, rounded format (e.g., $10,000 is shown as $10K).

    • Drill-Down Details – The drill-down mechanism contains the following information:

      • Displays the matching detail page on selecting a tile.

      • Users can drill down into errors to view Bill Error Summary, Bill Error Details, Bill Segment Error Summary, and Bill Segment Error Details.

      Note:
      While viewing the drill-down details, system provides Sorting and Pagination, with Previous and Next functionality.

  • Bill Cycle Distribution – The purpose of this card is to display bills that are distributed across scheduled bill cycles and those which are not a part of regular bill cycle. This card contains the following sections:

    • Summary –The Summary section contains the following information:

      • Displays all the bill cycles with total bill count and total bill amount.

      • Regular bill cycles are sorted by highest bill count, if the counts are equal, the system uses bill cycle code for sorting purposes.

      • Bills that do not contain a bill cycle code are grouped as NON-CYCLE.

    • Chart – The Chart section contains the following information:

      • The system selects top three bill cycles from the entire list returned by the business service using the highest bill count.

      • The Non-Cycle bills are displayed separately.

      • The Donut chart displays bills that are Completed, Ready for Completion, Bills in Error, Anomaly Bills, and Bills In Review counts and percentages.

      • The Total (Bill) Amount appears at the center of the donut chart in a compact, rounded format (e.g., $10,000 is shown as $10K).

      Note:
      A bill with a bill cycle code is shown as Scheduled, whereas bill without a bill cycle code is shown as Manual/Other.

    • View All – The View All link displays the following:

      • If you click the View All Bill Cycles link, the system displays the complete bill cycle list.

      • If you click the View All Non-Cyclic Bills link, the system displays the complete non-cyclic bill cycle list.

      Note:
      The detailed bill cycle list shows Bill Cycle or Billing Method, Total Bill Count, Completed, Ready for Completion, Bills in Error, Anomaly Bills, and Bills In Review counts.

  • Billing Coverage – The purpose of this card is to compare the accounts that are expected to be billed with those accounts that are already billed for the selected month. This card contains the following information:

    • The Billing Coverage card displays information about Billable Accounts, Accounts Not Billed, and Accounts on Hold.

    • Expected accounts are distinctly permitted accounts that are associated with an eligible Bill Cycle schedule window for the selected month.

    • An expected account must contain at least one active billable charge for the scheduled Bill Cycle window.

    • Accounts that are on hold are expected accounts with an active billing hold as of the calculation date.

    • The billable accounts are calculated using the following formula:

      Billable Accounts = Expected Accounts − Accounts on Hold

    • The system calculates the accounts that are not billed using the following formula:

      Accounts Not Billed = Billable Accounts − Billed Accounts

    • The billed accounts are distinct invoice accounts containing bills in the selected month.

    Note:

    The eligible schedule window’s end date must fall within the selected Bill Creation Month filter option.

    When the Bill Cycle Run filter is selected, the system considers only those scheduled windows that are scheduled to run within the run start and end dates.

  • Contribution by Customer Class – This card returns all the matching customer classes where each row displays Customer Class Code, Customer Class Description, Bill Count, and Bill Amount column. This card contains the following sections:

    • Summary – The Summary section contains the following information:

      • The system derives all the matching customer classes using a business service.

      • Columns like Customer Class Code, Customer Class Description, Bill Count, and Bill Amount are displayed.

        Note:
        The system displays zero (0) if the Bill Amount is blank.

    • Chart – The Chart section contains the following information:

      • Users can shuffle between Amount Distribution and Count Distribution view to have a detailed view of the Donut chart.

        Note:

        In the Donut chart, the system represents the negative values by their absolute values, along with the corresponding percentages.

        The Chart view uses same rows and totals like the Summary view.

      • The Total (Bill) Amount appears at the center of the donut chart in a compact, rounded format (e.g., $10,000 is shown as $10K).

    • View All – The View All link contains the following information:

      • A list of all the customer classes is displayed, where you can sort by Customer Class, Bill Count, Bill Amount, Count Percentage, and Amount Percentage columns.

      • The count percentage is derived using the following formula:

        Count Percentage = Customer Class Bill Count / Total Bill Count × 100

      • The amount percentage is derived using the following formula:

        Amount Percentage = Customer Class Bill Amount / Total Bill Amount × 100

  • Billing Trend Summary – Completed Bills – This card displays completed bill trend for 13 calendar months or latest 13 bill cycle schedule windows, based on the bill cycle. This card contains the following information:

    • Users can view the billing trend summary based on Bill Count, Bill Amount, or for Both.

    • Displays average, highest, and lowest values for both count and amount.

    • Highlights the month with the highest and lowest value. If several months share the highest value, they are all highlighted as highest and the same rule applies to months that share the lowest value.

    Note:

    The system uses the selected Bill Creation Month filter as a reference point for Billing Trend Summary-Completed Bills card.

    The trend summary values in the card are grouped by bill date, and not by bill creation date. Also, this card includes only those bills that are completed and have not been cancelled.

    This card shows months when no bills were created; for those months, it displays a bill count of zero (0) and a bill amount of zero (0).

    The Summary and Chart view must use data of 13 months to display the billing trend summary.

  • Bill Routing – The purpose of this card is to display the distribution of completed bills by bill routing type where the completed bills are displayed based on the selected filters. This card contains the following sections:

    • Summary – The Summary section contains the following information:

      • Displays the Bill Route Type, Bill Count, and Bill Amount columns.

    • Chart – The Chart section contains the following information:

      • Users can shuffle between Amount Distribution and Count Distribution view to have a detailed view of the Donut chart.

        Note:

        In the Donut chart, the system represents the negative values by their absolute values, along with the corresponding percentages.

        The Chart view uses same rows and totals like the Summary view.

    • The Total (Bill) Amount appears at the center of the Donut chart in a compact, rounded format (e.g., $10,000 is shown as $10K).