Practices for Lesson 9:

Billing - Part 2: The Off Cycle

Bill Generator

Overview

2 Practices for Lesson 9: Billing - Part 2: The Off Cycle Bill Generator

Practices for Lesson 9b: Overview

Lesson Overview

Some utilities need to be able to control the financial transactions that are linked to a bill. This

section describes how to add an off cycle bill for your account, where users have control over

the financial transactions that are swept onto the bill.

Lesson Objectives

By the end of this chapter you will be able to create and view off cycle bills using the Off Cycle

Bill Generator Portal.

Practices for Lesson 9: Billing - Part 2: The Off Cycle Bill Generator 3

Practice 9b-1: Examine the Off Cycle Bill Generator Business Object

Overview

In this exercise, you will examine the logical model used to implement the Off Cycle Bill

Generator functionality.

Task

1. Navigate to Admin > System > Business Object > Search and search for Business

Object C1-OffCycleBillGenerator

4 Practices for Lesson 9: Billing - Part 2: The Off Cycle Bill Generator

2. Navigate to Schema and notice how the billing inputs are held in the highlighted CLOB

field.

3. Navigate to Algorithms to view the algorithm that is linked to the Business Object.

4. Navigate to Lifecycle to view the available statuses.

Practices for Lesson 9: Billing - Part 2: The Off Cycle Bill Generator 5

5. Click Expand All.

▪ Notice that the algorithms that are linked to the Business Object’s Complete state.

▪ Feel free to navigate to the algorithms to examine them.

6 Practices for Lesson 9: Billing - Part 2: The Off Cycle Bill Generator

Practice 9b-2: Create an Off Cycle Bill

Overview

In this exercise, you will create an off cycle bill for a new account.

Tasks

1. Please go to Control Central’s Main page and search for a new customer's name.

2. When you find that your person does not exist in the database, create a new person by

clicking the New Person button (blue plus symbol).

▪ Enter a home phone and social security number.

▪ Navigate to the Correspondence Info page.

3. Enter 94102 in the Postal field and add a PO Box address into the Address 1 field.

▪ Click Save.

Practices for Lesson 9: Billing - Part 2: The Off Cycle Bill Generator 7

4. Navigate to the Account’s Persons page and change the Address Source (at the bottom

of the page) to Person.

▪ Click Save.

5. Click the back button, next to History in the Application Toolbar to return to Start/Stop.

8 Practices for Lesson 9: Billing - Part 2: The Off Cycle Bill Generator

6. Enter the following in the Start Service portion of the page:

▪ Start Date: 03-01-2015

▪ Start Method: Start a SA

▪ CIS Division: California

▪ SA Type: ONE-OFF

▪ Click Start.

7. In the SA Confirmation Window, specify the DAMAGED LINE start option and start the

SA.

Practices for Lesson 9: Billing - Part 2: The Off Cycle Bill Generator 9

8. Create an Adjustment associated to your Billable Charge SA.

▪ From the Account context menu in the Dashboard, select Go To Adjustment > Add

▪ Specify the Additional charge (ADDCHARG) Adjustment Type.

▪ Enter 50.00 in the Amount field.

▪ Click Generate

▪ In the pop-up window, leave the Account Date as today and click Calculate

▪ Click Submit for Approval

9. Create an Off Cycle Bill for your account.

▪ From the Account Context Menu, navigate to Off Cycle Bill Generator > Add.

▪ Specify the Off Cycle Bill Generator (not the one ending in Physical) in the Select

Business Object popup window, and click OK.

▪ Confirm that today’s date is entered in the Cutoff Date, Account Date, and Bill Date

fields.

▪ Link the Adjustment and Billable Charge to the bill.

10 Practices for Lesson 9: Billing - Part 2: The Off Cycle Bill Generator

10. Click Save.

11. Click Complete after the record is saves – this creates and completes the off cycle bill.

Practices for Lesson 9: Billing - Part 2: The Off Cycle Bill Generator 11

12. Review the results. Notice that the Financial Transactions Zone becomes available and

the Off Cycle Bill Generator is stamped with a Bill ID.

12 Practices for Lesson 9: Billing - Part 2: The Off Cycle Bill Generator

13. Finally, navigate to the Bill to see how an off cycle bill is displayed on the Bill page. It is

clearly highlighted that it is indeed an off cycle bill.

Note: You may need to click Refresh if the Dashboard before navigating to the bill.

14. Search for other off cycle bills.

▪ Through Menu > Financial > Off Cycle Bill Generator > Search. Search by the

customer name Loaf and Jug.

15. In the search results window click the Work List icon that appears on the first column’s

header. This will populate the Work List Dashboard Zone with the search results.

▪ View a couple of records from the Work List Dashboard Zone.

Practices for Lesson 9: Billing - Part 2: The Off Cycle Bill Generator 13

Review Questions

1. There must be at least one adjustment (frozen) / billable charge (non-canceled) / Service

Agreement (non-canceled) linked to the bill generator. True/False

True

2. An adjustment / billable charge can only be linked to one bill generator. True/False

True

3. For billable charges, either the billable charge or its billable charge SA must be linked to the

bill generator. True/False

True