Approving a Valid Record

You can view the number of records which are pending for approval in the Submitted column corresponding to the usage data file in the Usage Data Processing screen. The approver can review, and accordingly approve or reject the usage record based on the observations.

Note: The system will not allow you to approve or reject a usage record submitted by you.

Procedure

To approve a valid record:

  1. Do either of the following:
    If you want to...Then...
    Approve the usage record from the Usage Data Processing screen

    1. Search for the usage data file in the Usage Data Processing screen.

    2. In the Search Results section, click the Approve (The Approve Icon) icon corresponding to the usage data file whose records you want to review.
    Approve the usage record from the To Do List screen

    1. From the Main Menu, select To Do and then click To Do List.

      The To Do Type for User Search window appears.

    2. Select the type of To Do entries you want to view.

      The To Do List screen appears.

    3. Select Open from the Filter by list to view all unassigned To Dos.

    4. Click the Submitted Message link corresponding to the To Do entry whose records you want to review.
    The Usage Data screen appears.
  2. Review the usage records which you want approve or reject.
  3. Do either of the following:
    If you want to...Then...
    Approve one or more usage records

    1. If the usage record is accurate, then select the check box corresponding to the usage record.

    2. Click Approve.

      The system behaves in the following manner when:

      • Billing Method - Adhoc Billing and Bill After Date - Current or Future Date: A billable charge is created for each valid record which is approved. The Adhoc Bill flag is set to Y and the Bill After Date is stamped on the billable charge. The status of the usage record is changed to Processed.

      • Billing Method - Regular Billing and Bill After Date - Specified: A billable charge is created for each valid record which is approved. The Adhoc Bill flag is set to N and the Bill After Date is stamped on the billable charge. The status of the usage record is changed to Processed. The bills will be generated for the account in the bill cycle in which the bill after date falls.

      • Billing Method - Regular Billing and Bill After Date - Not Specified: A billable charge is created for each valid record which is approved. The Adhoc Bill flag is set to N in the billable charge. The status of the usage record is changed to Processed. The bills will be generated for the account based on the bill cycle defined for the account.
    Approve all usage records

    1. Click Approve All.

      The system behaves in the following manner when:

      • Billing Method - Adhoc Billing and Bill After Date - Current or Future Date: A billable charge is created for each valid record which is approved. The Adhoc Bill flag is set to Y and the Bill After Date is stamped on the billable charge. If the total number of records that you want to approve exceeds the transaction limit, a batch job is created using the Billable Charge Creation (C1-ODBCH) batch. A message appears indicating the batch job ID. This batch job creates a billable charge for each valid usage record. The status of the usage record is changed to Processed.

      • Billing Method - Regular Billing and Bill After Date - Specified: A billable charge is created for each valid record which is approved. The Adhoc Bill flag is set to N and the Bill After Date is stamped on the billable charge. If the total number of records that you want to approve exceeds the transaction limit, a batch job is created using the Billable Charge Creation (C1-ODBCH) batch. A message appears indicating the batch job ID. This batch job creates a billable charge for each valid usage record. The status of the usage record is changed to Processed. The bills will be generated for the account in the bill cycle in which the bill after date falls.

      • Billing Method - Regular Billing and Bill After Date - Not Specified: A billable charge is created for each valid record which is approved. The Adhoc Bill flag is set to N in the billable charge. If the total number of records that you want to approve exceeds the transaction limit, a batch job is created using the Billable Charge Creation (C1-ODBCH) batch. A message appears indicating the batch job ID. This batch job creates a billable charge for each valid usage record. The status of the usage record is changed to Processed. The bills will be generated for the account based on the bill cycle defined for the account.
    Note:

    You can change the transaction limit, whenever required, using the On Demand Billing (C1-ODBFC) feature configuration. For more information on the Billable Charge Creation (C1-ODBCH) batch, see Oracle Revenue Management and Billing Batch Execution Guide.

    If you want to create billable charges for approved records where start date is a future date, then ensure that the Use Calendar Billing option is set to Allow Advanced Billing in the respective contract type.

    If a batch job is created automatically, the number of approved records for which billable charges are created in each work unit depends on the value defined for the Billable Charge Chunk Size option type in the On Demand Billing (C1-ODBFC) feature configuration.

    In case an account belongs to an invoicing group, the billable charge is created for the member account and the bill is generated for the master account.

    On successful completion of the Billable Charge Creation (C1-ODBCH) batch, a To Do entry is created using the C1-ODBCH To Do type. You can view this To Do entry when you are assigned a To Do role which is mapped to the C1-ODBCH To Do type. This To Do indicates whether the batch was successfully executed or not. If the batch was successfully executed, it indicates the following:

    • Number of records for which billable charges were created

    • Number of records for which billable charges could not be created successfully

  4. If a batch job is created automatically, click OK in the message box.

Related Topics

For more information on... See...
How to search for a usage data file Searching for a Usage Data File
How to set the On Demand Billing (C1-ODBFC) feature configuration Setting the C1-ODBFC Feature Configuration