5 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

• Working with Contracts (Release 15.0.1 or later)

About Assets

The Assets page shows the services and related offers a customer owns. You can display the assets in a services-focused, product-focused, or contracts 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 terminating services or making them inactive. 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 shown by adding or removing columns in the table. You can also sort the contents by column and perform actions, such as making offers inactive or reactivating them. See "Working with Assets in a Product-Focused Table".

• In the contracts view, Billing Care displays each contract's subscription terms in an asset card. The terms define the commitment periods and options for canceling and renewing the subscription. A contract's terms apply to all required bundles in the contract. Any added optional bundles have their own independent terms. See "Working with Contracts (Release 15.0.1 or later)".

You can toggle between the views by selecting Services, Offers, or Contracts at the top right of the Assets page.

Working with Service-Focused Asset Cards

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

• Viewing Asset Card Details

• Filtering the Services for an Account

• Terminating Products and Discounts

• Making Products or Discounts Inactive

• Reactivating Products and Discounts

• Terminating a Customer's Service

• Inactivating a Customer's Service

• Reactivating a Customer's Service

• Customizing a Customer's Rates

• Deferring Actions for a Service

• Managing SIM Card Details

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 package that the customer purchased

• The number of deferred actions, if any

• The date when the customer purchased the package

• The date when the service takes effect

The asset card displays a View Contract button if the service is associated with a subscription term.

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.

To view asset card details:

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

   Asset cards appear on the right.

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

3. 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.

4. 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.

Filtering the Services for an Account

You can narrow the list of services displayed by using the filter.

To filter the services displayed in the service-focused asset cards:

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 Services.

   A group of service-focused assets appears on the right.

3. Click Filter above the table.

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

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

5. Click Update.

   Billing Care displays the filtered results.

Filter Services Dialog Box

Use the Filter Services dialog box to narrow the list of services displayed in the service-focused asset cards.

Field Name	Description
Bill Unit	Select the name of the bill unit to display. Select All to display all bill units. Note: The Bill Unit drop-down list is visible only when an account has multiple bill units.
Service Type	Select the type of service to display, such as IP or GPRS.
Service Status	Select one or more service statuses to display: Active, Inactive, or Closed.
Include Sub-Services	Select this check box to view the selected service and its sub-services.
Service ID	Enter the service ID to display.
Clear Filter	Click to remove all criteria you entered into the dialog box.
Update	Click to display all assets that meet your filter criteria.
Cancel	Click to exit the dialog box without applying your changes.

Terminating Products and Discounts

Note:

A product or discount cannot be terminated if it is associated with a subscription term.

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

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

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

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

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

6. Click Terminate.

Making Products or Discounts Inactive

To make a product or discount inactive:

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

   Asset cards appear on the right.

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

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

   Billing Care displays a list of services that contain offers that can be chosen individually and made inactive.

4. Select one or more services. Billing Care makes the offers associated with the services you select inactive.

5. (Optional) To make the services inactive in the past, select the Backdate link and then enter or select a date.

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

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

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

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

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

6. 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 child services in the hierarchy.

Note:

A service cannot be terminated if it is associated with a subscription term.

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

3. From the menu, select Terminate Service.

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

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

5. Click Terminate Service.

Inactivating a Customer's Service

You can temporarily disable a service for a customer by making it inactive. 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 make a customer's service inactive:

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

   Asset cards appear on the right.

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

3. From the menu, select Inactivate Service.

   Billing Care displays a list of services that can be made inactive.

4. (Optional) To set the services to be inactive in the past, select the Inactivation Date link and then enter or select a date.

5. Click Inactivate Service.

Reactivating a Customer's Service

You can reactivate a customer's 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. Click the menu icon at the top right of the card.

3. From the menu, select Reactivate Service.

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

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

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

3. From the menu, select Rate Customizations.

   Billing Care displays the fees and discounts.

4. Click Edit.

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

6. Click Save and Close.

Deferring Actions for a Service

You can schedule a service-specific action to occur in the future. For example, you can schedule a subscriber's service termination 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.

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.

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 Offers 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 customer purchased the plan

• 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.

A row includes the View Contract task if the product is associated with a subscription term.

By default, Billing Care displays products according to their expiration date, from those expiring first to those expiring last, but you can 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 appears 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 Offers for an Account

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

To filter the offers displayed in the product-focused 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 appears in a table on the right.

3. Click Filter above 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.

5. Click Update.

   The product-focused 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. Note: The Bill Unit drop-down list is visible only when an account has multiple 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.
Update	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 making it inactive. The customer will not be able to use the offer, but it can be reactivated if the customer wants to use it again.

To make a customer's offer inactive:

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 make inactive.

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 inactivate the offer in the past, select the Backdate Inactivation link and enter or select a date.

6. Click Inactivate.

Reactivating Offers

You can reactivate a customer's offer.

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 an earlier date.

Note:

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

• You cannot terminate a product if it is associated with a subscription term.

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 associated offers. You can terminate a customer's bundle immediately or backdate it to an earlier 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.

Working with Contracts (Release 15.0.1 or later)

To work with contracts after customers have purchased them, see the following topics:

• Viewing a Contract's Terms

• Modifying a Contract's Auto-Renewal Preferences

• Viewing a Contract's Linked Assets

• Canceling a Customer's Contract

Viewing a Contract's Terms

You can view details about the subscription terms associated with a customer's contract in several ways.

To do so, click the Bills tab, click Assets, and then do one of the following from the Assets page:

• Click Contracts on the top right.

• Click Services on the top right and then click View Contract on the appropriate asset card.

• Click Offers on the top right and then select the offer that you want to view the contract details for. Click the following menu icon at the end of the row:

  

  Select View Contract from the menu list. After the row expands, click Show Details.

An asset card displays the term's details, such as the commitment period, the minimum contract length, the penalty fees for early termination, and the auto-renewal options.

By default, Billing Cares sorts the contracts using these rules in order:

1. By the contract's status, with the terminated contracts displayed last.

2. By the contract's end date in ascending order.

3. By the contract's start date in ascending order.

4. In alphabetical order of the term's name.

Modifying a Contract's Auto-Renewal Preferences

To modify the auto-renewal preferences for a customer's contract:

1. View the appropriate contract's terms. See "Viewing a Contract's Terms".

2. Select the appropriate asset card.

3. To automatically renew the contract at the end of its commitment period, do this:

   1. Click the menu icon at the top right of the card. Then, select Enable Auto-renew.

      A renewal options window shows when the terms will renew and end.

   2. If the renewal terms are correct, click Enable Auto-review.

4. To prevent the contract from automatically renewing at the end of its commitment period, do this:

   1. Click the menu icon at the top right of the card. Then, select Disable Auto-renew.

      A disable options window appears.

   2. Click Disable Auto-renew.

Viewing a Contract's Linked Assets

To view all offers or services associated with a customer's contract:

1. Open the appropriate contract's subscription terms. See "Viewing a Contract's Terms".

2. From the appropriate asset card, click the menu icon at the top right of the card and then select Linked Assets.

   The asset card expands to show a Linked Assets area.

3. To view all services associated with the contract, click View Services.

   A services-focused asset card displays. See "Working with Service-Focused Asset Cards".

4. Click View Offers to view all charge offers and discount offers associated with the contract. See "Working with Assets in a Product-Focused Table".

Canceling a Customer's Contract

Your customers can cancel their contract early if it is allowed by the contract's terms. When contracts are canceled, BRM cancels all bundles, offers, and services in the contract and applies any early termination fees.

To cancel a customer's contract:

1. Open the appropriate contract's subscription terms. See "Viewing a Contract's Terms".

2. From the appropriate asset card, click the menu icon at the top right of the card and then select Terminate Contract.

   The asset card expands to show a Terminate Contract area.

3. To backdate the cancellation, click Backdate and select or enter the appropriate date.

4. Click Terminate.

   The asset card displays Terminated along with the cancellation date. Any early termination fees are automatically applied to the customer's current bill.