4 Assets

You can manage an account's assets, such as the services and charge offers owned, by using the Assets area of Oracle Communications Billing Care.

To work with account assets, see the following topics:

• About Assets

• Working with Service-Focused Asset Cards

• Working with Assets in a Product-Focused Table

• Managing SIM Card Details

Note:

If your system uses Accounting Standards Codification (ASC) 606 and International Financial Reporting Standard (IFRS) 15 revenue recognition, Billing Care displays the Subscriptions area in place of the Assets area. See "Subscriptions".

For information about ASC 606 and IFRS 15 revenue recognition, see "About Deliverable-Based Revenue Recognition" in BRM Collecting General Ledger Data.

About Assets

The Assets area shows the services and related charge offers and discount offers a customer owns. You can choose to display the assets in a services-focused or product-focused view.

• In the services-focused view, Billing Care displays each service the customer owns in an asset card. By default, the cards are organized by purchase date with the most recently purchased service on top, but you can change the organization. You can expand the cards to show more details and use the menu to perform actions, such as inactivating or terminating services. See "Working with Service-Focused Asset Cards".

• In the product-focused view, Billing Care displays each product the customer owns in a table. You can change the amount of detail displayed by adding or removing columns in the table. You can also sort the contents by column and perform actions, such as inactivating or reactivating offers. See "Working with Assets in a Product-Focused Table".

You toggle between the two views by selecting either Services or Offers on the top right side of the Assets area.

Working with Service-Focused Asset Cards

To work with assets in service-focused asset cards, see the following topics:

• Viewing Asset Card Details

• Terminating Products and Discounts

• Inactivating Products or Discounts

• Reactivating Products and Discounts

• Terminating a Customer's Service

• Inactivating a Customer's Service

• Reactivating a Customer's Service

• Customizing a Customer's Rates

Viewing Asset Card Details

Billing Care displays details about the products and subscriptions a customer owns in asset cards. Each asset card contains information about one product or subscription. The top of the card shows overview information, such as:

• The name of the plan that the customer purchased

• The number of deferred actions, if any

• The date when the plan was purchased

• The date when the service takes effect

You can expand the asset card to show information about the charge offers and discount offers associated with the service. For Telco services, it also displays details about the SIM card and phone number. If a service is active, its status is not displayed on the asset card. All other standard or custom service statuses are displayed under the service ID.

The expanded asset card displays existing service groups. The asset cards for all the member services in the group are displayed under the parent service, irrespective of their status. You can use the parent service to sort the services in the group. You cannot sort the services in the group individually.

To view asset card details:

1. On the account page, click the Home tab.

2. Click the Assets area.

   Asset cards appear on the right.

3. On the top right next to Show, click Services.

4. In the asset card that you want to work with, click the Expand icon:

   

5. Click the menu icon at the top right of the asset card and then select Show Asset Details.

   The asset details are displayed.

   Note:

   In the detail view, customized charge offers are displayed with an asterisk.

6. To view the deals included with an asset, click the menu icon and then select Show Deals.

   The asset card displays the deals in the plan.

Terminating Products and Discounts

To terminate the products and discounts associated with a customer's service:

1. On the account page, click the Home tab and then click the Assets area.

   Asset cards appear on the right.

2. In the asset card that you want to work with, click the Expand icon:

   

3. Click the menu icon at the top right of the card.

4. From the menu, select Terminate Products/Discounts.

   Billing Care displays a list of services that contain offers that can be individually selected for termination.

5. Select one or more services. Billing Care terminates the offers associated with the services you select.

6. (Optional) To set the termination in the past, select the Backdate link and then enter or select a date.

7. Click Terminate.

Inactivating Products or Discounts

To inactivate a product or discount:

1. On the account page, click the Home tab and then click the Assets area.

   Asset cards appear on the right.

2. In the asset card that you want to work with, click the Expand icon:

   

3. Click the menu icon at the top right of the card.

4. From the menu, select Inactivate Products/Discounts.

   Billing Care displays a list of services that contain offers that can be individually selected for inactivation.

5. Select one or more services. Billing Care inactivates the offers associated with the services you select.

6. (Optional) To set the inactivation in the past, select the Backdate link and then enter or select a date.

7. Click Inactivate.

Reactivating Products and Discounts

To reactivate the products and discounts associated with a customer's service:

1. On the account page, click the Home tab and then click the Assets area.

   Asset cards appear on the right.

2. In the asset card that you want to work with, click the Expand icon:

   

3. Click the menu icon at the top right of the card.

4. From the menu, select Reactivate Products/Discounts.

   Billing Care displays a list of services that contain offers that can be individually selected for reactivation.

5. Select one or more services. Billing Care reactivates the offers associated with the services you select.

6. (Optional) To set the reactivation in the past, select the Backdate link and then enter or select a date.

7. Click Reactivate.

Terminating a Customer's Service

When you terminate a service, Billing Care terminates all offers associated with the service. It also applies any applicable early termination fees to the customer.

If the service is a parent service, Billing Care also terminates any child services in the hierarchy.

To terminate a customer's service:

1. On the account page, click the Home tab and then click the Assets area.

   Asset cards appear on the right.

2. In the asset card that you want to work with, click the Expand icon:

   

3. Click the menu icon at the top right of the card.

4. From the menu, select Terminate Service.

   Billing Care displays a list of services that can be terminated.

5. (Optional) To set the termination in the past, select the Termination Date link and then enter or select a date.

6. Click Terminate Service.

Inactivating a Customer's Service

You can make a service temporarily unavailable to a customer by inactivating it. The customer will not be able to use the service, but it can be reactivated if the customer wants to use it again.

If the service is for a parent, Billing Care also inactivates any child services in the hierarchy.

To inactivate a customer's service:

1. On the account page, click the Home tab and then click the Assets area.

   Asset cards appear on the right.

2. In the asset card that you want to work with, click the Expand icon:

   

3. Click the menu icon at the top right of the card.

4. From the menu, select Inactivate Service.

   Billing Care displays a list of services that can be inactivated.

5. (Optional) To set the inactivation in the past, select the Inactivation Date link and then enter or select a date.

6. Click Inactivate Service.

Reactivating a Customer's Service

You can reactivate a customer's previously inactivated service. If the service is for a parent, Billing Care also reactivates any child services in the hierarchy.

To reactivate a customer's service:

1. On the account page, click the Home tab and then click the Assets area.

   Asset cards appear on the right.

2. In the asset card that you want to work with, click the Expand icon:

   

3. Click the menu icon at the top right of the card.

4. From the menu, select Reactivate Service.

   Billing Care displays a list of services that can be reactivated.

5. (Optional) To set the reactivation in the past, select the Reactivation Date link and then enter or select a date.

6. Click Reactivate Service.

Customizing a Customer's Rates

You can modify product- and discount-related information after creating an account or purchasing a service.

To customize a customer's rates:

1. On the account page, click the Home tab and then click the Assets area.

   Asset cards appear on the right.

2. In the asset card that you want to work with, click the Expand icon:

   

3. Click the menu icon at the top right of the card.

4. From the menu, select Rate Customizations.

   Billing Care displays the fees and discounts.

5. Click Edit.

6. Modify the fees, discounts, or grace period for the service.

7. Click Save and Close.

Deferring Actions for a Service

You can schedule a service-specific action to take place in the future. For example, you can schedule a subscriber's service to be terminated in one week.

To defer a service-specific action:

1. On the account page, click the Home tab, and then select the Assets area.

   A list of asset cards appears. If deferred actions are associated with services, they appear as a Deferred Actions link.

2. Click the Deferred Actions link.

   A deferred action specific to the service appears. For example, a deferred action for Telco/GPRS.

3. Select any of the following:

   • Edit: Allows you to modify the deferred action. See "Editing Deferred Actions" for more information.

   • Execute: Allows you to run the action. After you run it, the status of the action changes to Done. See "Executing Deferred Actions" for more information.

   • Delete: Allows you to remove the deferred action. "Deleting Deferred Actions" for more information.

Working with Assets in a Product-Focused Table

To work with assets in a product-focused table, see the following topics:

• Viewing an Account's Products in a Table

• Filtering the Assets for an Account

• Customizing an Offer's Rate

• Inactivating Offers

• Reactivating Offers

• Terminating Offers

• Terminating Bundles

Viewing an Account's Products in a Table

You can view details about the products an account owns in tabular format. The table includes information such as:

• The name of the plan and deal the customer purchased

• The name of the service associated with the plan

• The name of the product or discount the customer purchased

• The name of the bill unit associated with the plan (displayed only if the customer has multiple bill units)

• The date when the plan was purchased

• The status of the product or discount

• The quantity of the product or discount owned

You can add or remove the columns displayed in the table. You can also change how the rows are sorted.

To view an account's offers in a table:

1. On the account page, click the Home tab.

2. Click the Assets area.

   Asset cards appear on the right.

3. Next to Show on the top right, click Offers.

   The list of offers owned by the account appear in a table on the right. You can sort the offers using the up or down arrows next to the column names.

4. To add or remove columns from the table, do the following:

   1. On the top right of the table, click the menu.

      The Columns dialog box appears.

   2. Select the check box next to each column to display.

   3. Click Update.

      The table lists the offers with the columns you selected.

Filtering the Assets for an Account

You can narrow the list of assets owned by an account by using the filter.

To filter the assets displayed in the table:

1. On the account page, click the Home tab, and then select the Assets area.

   Asset cards appear on the right.

2. Next to Show on the top right, click Offers.

   A list of product-focused assets appear in a table on the right.

3. Click Filter above the left-side of the table.

   The Filter Offers dialog box appears. See "Filter Offers Dialog Box".

4. Select the criteria by which to filter assets, such as by date, service type, or service status.

   Tip:

   To remove all criteria from the dialog box, click the Clear Filter link.

5. Click Filter.

   The table displays the filtered results.

Filter Offers Dialog Box

Use the Filter Offers dialog box to narrow the list of offers displayed in the table.

Field Name	Description
Bill Unit	Select the name of the bill unit to display. Select All to display all bill units.
Service ID	Select the service ID to display.
Service Type	Select the type of service to display, such as GSM or GPRS.
Service Status	Select one or more service statuses to display: Active, Inactive, or Closed.
Offer Name	Select the name of the offer to display.
Offer Status	Select one or more offer statuses to display: Active, Inactive, or Closed.
Include Sub-Services	Select this check box to list services and all of their sub-services.
Offer Purchase Date	Select the qualifier for the purchase date: On, Before, After, or Between. In the Date field, select or enter the date. For example, to show assets created prior to June 15, you would select Before and then select June 15 from the Date calendar.
Clear Filter	Click the link to remove all criteria you entered into the dialog box.
Filter	Click to display all assets that meet your filter criteria.
Cancel	Click to exit the Filter Offers dialog box without applying your changes.

Customizing an Offer's Rate

You can customize an offer your customer owns in the following ways:

• Modify the discount amount or percentage

• Override the amount of the purchase or recurring fee

• Change the length of the grace period

To customize an offer's rate:

1. View a product-based list of assets owned by the account. See "Viewing an Account's Products in a Table".

2. Select the row of the asset you want to customize.

3. Click the following menu icon at the end of the row:

   

4. From the menu, select Review Customized Rates.

   The row expands to show the customization details. You can review the current fees, dates, and discounts.

5. Click Edit.

   The Customize Rates for OfferName area appears.

6. Modify the offer's fees, discounts, or grace period.

7. Click Save and Close.

Inactivating Offers

You can make an offer temporarily unavailable to a customer by inactivating it. The customer will not be able to use the offer, but it can be reactivated if the customer wants to use it again.

To inactivate a customer's offer:

1. View a product-based list of assets owned by the account. See "Viewing an Account's Products in a Table".

2. Select the row of the asset you want to inactivate.

3. Click the following menu icon at the end of the row:

   

4. From the menu, select Inactivate Offer.

   The row expands to include the action's details.

5. (Optional) To set the offer inactivation in the past, select the Backdate Inactivation link and then enter or select a date.

   By default, the inactivation date is set to today.

6. Click Inactivate.

Reactivating Offers

You can reactivate a customer's offer after it has been inactivated.

To reactivate a customer's offer:

1. View a product-based list of assets owned by the account. See "Viewing an Account's Products in a Table".

2. Select the row of the asset you want to reactivate.

3. Click the following menu icon at the end of the row:

   

4. From the menu, select Reactivate Offer.

   The row expands to include the action's details.

5. (Optional) To set the offer reactivation in the past, select the Backdate Reactivation link and then enter or select a date.

   By default, the reactivation date is set to today.

6. Click Reactivate.

Terminating Offers

You can terminate a customer's offer immediately or backdate it to a date earlier than the current date.

Note:

After an offer is terminated, it cannot be reactivated. The customer must repurchase the offer to use it again.

To terminate a customer's offer:

1. View a product-based list of assets owned by the account. See "Viewing an Account's Products in a Table".

2. Select the row of the asset you want to terminate.

3. Click the following menu icon at the end of the row:

   

4. From the menu, select Terminate Offer.

   The row expands to include the action's details.

5. (Optional) To set the offer termination in the past, select the Backdate Termination link and then enter or select a date.

   By default, the termination date is set to today.

6. Click Terminate.

Terminating Bundles

When you terminate a bundle, Billing Care also terminates all offers associated with it. You can terminate a customer's bundle immediately or backdate it to a date earlier than the current date.

Note:

After a bundle is terminated, it cannot be reactivated. The customer must repurchase the bundle to use it again.

To terminate a customer's bundle:

1. View a product-based list of assets owned by the account. See "Viewing an Account's Products in a Table".

2. Select the row of the asset you want to terminate.

3. Click the following menu icon at the end of the row:

   

4. From the menu, select Terminate Bundle.

   The row expands to include the action's details.

5. (Optional) To set the bundle termination in the past, select the Backdate Termination link and then enter or select a date.

   By default, the termination date is set to today.

6. Click Terminate.

Managing SIM Card Details

If your customer purchased a Telco service plan, the Asset card will include details about its associated SIM card and telephone number.

To change the SIM card and number:

1. In an expanded Asset card, click the menu icon at the top right and then select Show Asset Details. See "Viewing Asset Card Details".

   The card displays the SIM card and phone number associated with the service.

2. Click Edit.

3. To assign a new SIM card to the service, do this:

   1. In the SIM card section, click the Search icon:

      

      A search pop-up appears.

   2. Select a status from the drop-down list: New or Released.

   3. Click Search.

      The search returns a maximum of 50 results by default.

   4. Select a SIM card and then click Associate.

   The selected SIM card is associated with the service.

4. To assign a new phone number to the service, do this:

   1. In the Number section, click the Search icon:

      

      A search pop-up appears.

   2. Select Primary number if it will be a primary number.

   3. Select a status from the drop-down list: New or Unassigned.

   4. Click Search.

      The search returns a maximum of 50 results by default.

   5. Select a number and then click Associate.

      The selected phone number is associated with the service.

5. Click Save and Close to apply your changes.