UB> Maintenance> Service Group

Service Group Maintenance

 

Summary

 

Service Groups are used to organize UB services in user-defined groups. These groups are then used to organize services that are included in the UB Collections and New Billing processes.

 

Related Links

 

Click here for information on Service Maintenance.

Click here for information on UB Collections.

Click here for information on UB New Billing.

 

Step by Step

 

1     Open the Service Group Maintenance window. 

 

  • The Service Group Maintenance window (UB> Maintenance> Service Group) will display all of the service groups that have been created in the application.
  • Highlight a service group and click the Delete button or press DELETE to delete the selected service group.
    • A service group cannot be deleted if it includes a service that has been billed in a previous billing cycle.
  • Click the Create button to create a new service group.

 

2     Create a new service group. 

 

  • Enter a Code for the new service group.
    • This field can accommodate up to 20 alphanumeric characters. Once a Code is entered, it cannot be edited.
  • Enter a Description for the service group.
    • The description can be up to 64 characters long.
  • The New Account Grace Period and 50% Threshold Days fields provide more control over proration calculations in the New Billing process:
    • For Service Groups with the No Consumption Billing toggle checked:
      • If the number of days between Account's Connect Date and Period End Date is <= New Account Grace Period, then skip calculating charges.
      • If the number of days between Account's Connect Date and Period End Date is >= New Account Grace Period, then take the 50% Threshold Days/Billing Cycle Days in Period.

        • If that calculation is != 1 then compare number of days between the Account's Connect Date and Period End Date to 50% Threshold + New Account Grace Period. If under then Percent of Period is 50%. If over then Percent of Period is 100%.

        • If that calculation = 1 then Percent of Period is 100%.

    • For Service Groups with the No Consumption Billing toggle NOT checked:
      • If the number of days between Account's Connect Date and Period End Date is <= New Account Grace Period, then check if the Account has any Consumption to be Billed. No Consumption, Percent of Period is 0. Yes Consumption, Percent of Period is 100%.
      • If the number of days between Account's Connect Date and Period End Date is >= New Account Grace Period then Percent of Period is 100%.
  • Check the No Consumption Billing toggle to exclude the service group from consumption billing.
    • This toggle is designed to prevent accidental committing of unbilled consumption billing history records for the services included in the service group.
  • Click the Save button when complete.