Viewing Unbilled Records of a Usage Data File

Procedure

To view unbilled records of a usage data file:

  1. Search for the usage data file in the Usage Data Processing screen.
  2. In the Search Results section, click the link in the Unbilled column corresponding to the usage data file whose unbilled records you want to view.

    The Usage Data screen appears. It contains the following two sections:

    • Search Criteria - This section allows you to filter the unbilled records based on the various search criteria. It contains the following fields:

      Field Name Field Description Mandatory (Yes or No)
      File Name Displays the name of the usage data file. Not applicable
      File Type Indicates the type of the usage data file. Not applicable
      Default Usage Start Date Displays the usage start date entered while uploading the usage data file. Not applicable
      Default Usage End Date Displays the usage end date entered while uploading the usage data file. Not applicable
      Usage Record Status Indicates that all unbilled records are displayed in the Usage Data screen. Not applicable
      Division Used to specify the division to which the unbilled record belongs. No
      Account Identifier Type Used to specify the identifier type based on which you want to search for the unbilled records. Yes (Conditional)
      Note: If you enter the account identifier as a search criteria, you have to enter the account identifier type.
      Account Identifier Used to indicate the account whose unbilled records you want to view. Yes (Conditional)
      Note: If you enter the account identifier type as a search criteria, you have to enter the account identifier.

    • Search Results - By default, all unbilled records of the usage data file are listed in the Search Results section. You can filter the search results based on the specified criteria. the Search Results section contains the following columns:

      Column Name Column Description
      BILLABLE CHARGE ID Indicates the billable charge which is generated for the usage record.
      ACCOUNT ID TYPE Indicates the account identifier type.
      ACCOUNT IDENTIFIER Indicates the account to which the usage record belongs.
      ACCOUNT INFORMATION Displays information about the account.
      DIVISION Indicates the division to which the usage record belongs.
      CONTRACT ID Displays the contract ID.
      Note: This column appears only if usage data files are uploaded for the insurance module.
      CHARGE TYPE Indicates the charge type.
      Note: This column appears only if usage data files are uploaded for the insurance module.
      START DATE Displays the date from when the price item was used.
      Note: If the start date is not available, the default usage start date appears in this column.
      END DATE Displays the date till when the price item was used.
      Note: If the end date is not available, the default usage end date appears in this column.
      DESCRIPTION Displays the description of the usage record. It is shown on the billable charge.
      PRICE ITEM Displays the price item code.
      VARIANCE Indicates the variance that must be used along with the price item for determining the price item pricing.
      Note: This column appears when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to False.
      PARAM TYPE1, PARAM TYPE2, ....., PARAM TYPE15 Indicates the price item parameter that must be used along with the price item for determining the price item pricing.
      Note: These columns appear when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to True.
      PARAM VALUE1, PARAM VALUE2, ....., PARAM VALUE15 Displays the value of the price item parameter.
      Note: These columns appear when the Multi Price Parameter option type of the Multi Parameter Based Pricing (C1_​PPARM_​FLG) feature configuration is set to True.
      SQI1, SQI2, ....., SQI10 Indicates the service quantity identifier that must be used for calculating the price item charges.
      SQIVALUE1, SQIVALUE2, ....., SQIVALUE10 Displays the number of units of the service quantity.
      BILL LINE DESCRIPTION1, BILL LINE DESCRIPTION2, ....., BILL LINE DESCRIPTION10 Displays the description of the line item (charge).
      AMOUNT1, AMOUNT2, ....., AMOUNT10 Displays the charge amount.
      CURRENCY1, CURRENCY2, ....., CURRENCY10 Displays the currency in which the amount is charged.
      MEMO ONLY1, MEMO ONLY2, ....., MEMO ONLY10 Indicates whether the charge should be included in the bill amount or not.
      SUMMARY1, SUMMARY2, ....., SUMMARY10 Indicates whether the charge should be included in the summary line or not.
      SHOW ON BILL1, SHOW ON BILL2, ....., SHOW ON BILL10 Indicates whether the charge should appear on the person's printed bill or not.
      GL DISTRIBUTION CODE 1, GL DISTRIBUTION CODE 2, ...., GL DISTRIBUTION CODE 10 Displays the distribution code which indicates the GL account associated with the charge.
      CHARTYPE1, CHARTYPE2, ....., CHARTYPE10 Indicates the characteristic that must be defined for the billable charge.
      CHARVAL1, CHARVAL2, ....., CHARVAL10 Displays the value of the characteristic type.
    Note:

    If you have defined business labels for usage data fields, the columns will appear with the business labels defined for the respective column.

    Only those columns that contain data in the CSV file appear in the Usage Data screen. For example, if information about characteristics is provided in the CHARTYPE4 and CHARVAL4 columns of the CSV file, then only the CHARTYPE4 and CHARVAL4 columns appear in the Usage Data screen. Similarly, if information about the line item (charge) is provided in the BILL LINE DESCRIPTION6, AMOUNT6, CURRENCY6, MEMO ONLY6, SUMMARY6, SHOW ON BILL6, and GL DISTRIBUTION CODE 6 columns of the CSV file, then only the BILL LINE DESCRIPTION6, AMOUNT6, CURRENCY6, MEMO ONLY6, SUMMARY6, SHOW ON BILL6, AND GL DISTRIBUTION CODE 6 columns appear in the Usage Data screen.

    Note:

    Pagination is used to display limited number of records in the Search Results section. You can change the number of records displayed per page, if required. You can use the navigation buttons, such as First (The First Page Button), Previous (The Previous Page Button), Next (The Next Page Button), and Last (The Last Page Button) to navigate between pages. You can also select the page to which you want to navigate from the Go To list.

  3. View the unbilled records of the usage data file in the Usage Data screen.
  4. If required, you can change the number of records displayed per page.
    Note: By default, the number of records that appear in each page depends on the minimum value defined in the PAGE_​NUMBER lookup field. For example, if the PAGE_​NUMBER lookup field has four values - 10, 20, 30, and 40, then the number of records displayed in each page, by default, would be 10.
  5. If required, you can click the First (The First Page Button), Previous (The Previous Page Button), Next (The Next Page Button), and Last (The Last Page Button) buttons to navigate between pages.
  6. If required, you can filter the unbilled records in the Usage Data screen.

Related Topics

For more information on... See...
How to search for a usage data file Searching for a Usage Data File
How to filter the usage records Filtering Usage Records