Configuring the Billing History Charts

The billing history charts in the Billing tab provide multiple views of the customer's billing history. The small chart at the bottom right of the Billing tab provides an at-a-glance view of up to the last six months of billing history. Each month has two bars:

• Top bar: This bar can be segmented to show the billed amount for each service on the account.
• Bottom bar: This bar represents the total ending balance for the month.

You can configure the bars to use different colors for different service types.

Configure Service Type Colors

1. Open Master Configuration Query and select Billing and Usage Display Configuration (C1-C360Configuration).
2. Select Edit.
3. Expand Cost - Year View, and then expand Service Types and Color Configuration.
4. Select the Default Color to use when a service type does not have a specific mapping or matching override.
5. Add a row for each service type, and complete these fields for each row:
   • Display Sequence
   • Service Type
   • Color
   • Save the Billing and Usage Display Configuration.
6. Save your changes.

This table provides sample data you can use to configure your chart colors:

Display Sequence	Service Type	Color
1	Electric Service	Orange 080
2	Water Service	Yellow 100
3	Miscellaneous Service	Red 100
4	Gas Service	Brand 070

Configure Service-Agreement Overrides

If needed, you can use Override SA Types in the applicable service-type row if specific service agreement context requires a different color.

Note:

The system uses override colors before using the default color for the service type. For example, an Electric Service override can specify the California CIS Division and the Electric residential SA Type.

1. Add an override row.
2. Select the applicable CIS Division.
3. Select the applicable SA Type.
4. Select the override Color.
5. Save your changes.

Verify the Configuration

1. Open Customer Intelligence Hub for an account with billing data for the configured service types.
2. On the Billing tab, verify that the Billing History chart legend, series colors, and display order match the configuration.
3. Open Billing History Detail and verify that each configured service type uses the expected color. Where an override applies, verify that it takes precedence over the default service-type color.