Emersion - User contributions [en]

InvoiceReRate

2019-06-26T02:03:37Z

JRitchie:

==Re-Rate Invoices==

When you audit your invoices following a bill run, some invoices may have fees, charges, or rates that are incorrect. For example, telephone calls made to a particular country rated with the wrong charge per minute, or a plan with an incorrect monthly access fee. You should use the functions in the ''Package and Plans'' ''Management'' module to review and update your packages, plans, rates, bolt-ons etc as required to correct the errors. After you have made the necessary corrections you should re-rate the invoice to prompt the system to re-calculate the invoice charges using the updated plan, package, and rate card information. The system will also [[InvoiceReRender|re-render]] (or re-generate) the invoices after they have been re-rated. The updated invoice .PDF file will then be available to download, review and approve as required.

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'''Note:'''
ReRate via the Manage Invoice page only applies to the "Sell" rate cards, not the Buy rate cards. If you need to ReRate after updating the "Buy" rates please raise a support ticket with Invoice(s) and rate card Id.

Once rate changes have been made, you will need to wait at least 20 minutes for our cache to pick up those rate changes prior to actually initiating an invoice re-rate.

The system immediately initiates the billing and rating engine’s workflows to re-rate and re-render invoices. Depending on the size of the invoice, the re-rating should complete within 30 minutes.
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===To Re-Rate an Invoice===

# Update the package, service plan, rate card etc to correct any errors as required.
# Locate and display the required invoice in the invoice list.
# On the ''Manage'' ''Invoice ''page, click the '''Re-Rate '''button. A message will display prompting you to confirm you wish to re-rate the invoice.
# Click the '''Yes''' button to confirm the invoice re-rating and re-rendering. The ''Invoice List'' page will re-display showing a message at the top of the screen stating that the invoice will be re-rated.
#:The system will re-rate and re-generate the invoice .PDF. When complete, the system will trigger the ''Re-Rate Invoice Complete'' event to notify you (or the user set up in the event configuration) that the invoice re-rating has completed. You can then return to the [[InvoiceManageInvoice|''Manage Invoice'']] function to view and approve the invoice as required.
# Click the '''No''' button to cancel the invoice re-rating.

===See also ===
* [[InvoiceManageInvoice|Manage Invoices]]
* [[InvoiceCardlineManagement|Invoice Cardline Management]]
* [[InvoiceBulkApprove|Bulk Approve]]
* [[InvoiceBulkReject|Bulk Reject]]
* [[InvoiceReRender|Re-render Invoices]]
* [[InvoiceReSend|Re-send Invoices]]

InvoiceReRate

2019-06-26T02:03:15Z

JRitchie:

==Re-Rate Invoices==

When you audit your invoices following a bill run, some invoices may have fees, charges, or rates that are incorrect. For example, telephone calls made to a particular country rated with the wrong charge per minute, or a plan with an incorrect monthly access fee. You should use the functions in the ''Package and Plans'' ''Management'' module to review and update your packages, plans, rates, bolt-ons etc as required to correct the errors. After you have made the necessary corrections you should re-rate the invoice to prompt the system to re-calculate the invoice charges using the updated plan, package, and rate card information. The system will also [[InvoiceReRender|re-render]] (or re-generate) the invoices after they have been re-rated. The updated invoice .PDF file will then be available to download, review and approve as required.

----
'''Note:'''
ReRate via the Manage Invoice page only applies to the "Sell" rate cards, not the Buy rate cards. If you need to ReRate after updating the "Buy" rates please raise a support ticket with Invoice(s) and rate card Id
Once rate changes have been made, you will need to wait at least 20 minutes for our cache to pick up those rate changes prior to actually initiating an invoice re-rate.

The system immediately initiates the billing and rating engine’s workflows to re-rate and re-render invoices. Depending on the size of the invoice, the re-rating should complete within 30 minutes.
----

===To Re-Rate an Invoice===

# Update the package, service plan, rate card etc to correct any errors as required.
# Locate and display the required invoice in the invoice list.
# On the ''Manage'' ''Invoice ''page, click the '''Re-Rate '''button. A message will display prompting you to confirm you wish to re-rate the invoice.
# Click the '''Yes''' button to confirm the invoice re-rating and re-rendering. The ''Invoice List'' page will re-display showing a message at the top of the screen stating that the invoice will be re-rated.
#:The system will re-rate and re-generate the invoice .PDF. When complete, the system will trigger the ''Re-Rate Invoice Complete'' event to notify you (or the user set up in the event configuration) that the invoice re-rating has completed. You can then return to the [[InvoiceManageInvoice|''Manage Invoice'']] function to view and approve the invoice as required.
# Click the '''No''' button to cancel the invoice re-rating.

===See also ===
* [[InvoiceManageInvoice|Manage Invoices]]
* [[InvoiceCardlineManagement|Invoice Cardline Management]]
* [[InvoiceBulkApprove|Bulk Approve]]
* [[InvoiceBulkReject|Bulk Reject]]
* [[InvoiceReRender|Re-render Invoices]]
* [[InvoiceReSend|Re-send Invoices]]

Products/Purchases/Instalment Plans

2019-02-15T04:42:17Z

JRitchie:

Note: Creating an instalment purchase plan for a product that is not [[Products/Serialised Products|serialised]] is <span style="text-decoration: underline;">NOT SUPPORTED.</span> <br/>
If the product that you wish to sell under an instalment plan does not have legitimate "serial numbers", you may [[Data Import/Import Inventory|import]] / create fake ones to use. For example: MYPRODUCT0001, MYPRODUCT0002, MYPRODUCT0004, etc.

==To Create an Instalment Plan==
[[File:installment.jpg|500px|thumb||The ''instalment Plan'' page]]
# From the ''Purchase Type'' page, select the ''instalment Plan'' option. The'' Instalment Plan'' area will appear showing additional fields and information.
# Select the required ''Product Category'' from the drop list.
# Select the required ''Product'' from the drop list. The product price will display in the ''Base Price'' field.
# Tick the ''Use Product Ledger Code'' tick box to assign the sale to the product ledger code set up in the product details.
# If you wish to assign the sale to another ledger code, un-tick the ''Use Product Ledger Code'' check box. The ''Custom Ledger Code'' drop list will be enabled. Select the required ledger code from the drop list.
# In the ''Instalment Plan Configuration'' section, select the ''Instalment Offcycle Payment Handling'' method required in the drop list. This option controls how the system processes customer payments that are made outside of the regular billing cycle.
#:The options include:
#:* Auto Prorata - the payment amount is automatically pro-rated resulting in the instalment payment amounts being reduced.
#:* Reduce Payments - the number of payments may be reduced but the instalment payment amount will remain the same.
#:* No Off Cycle Payments - off cycle payments are not permitted.
#:* Off Cycle payment acts as credit off cycle - payments are treated as payment in advance and appear as a credit on the customer's account
# Select the ''Invoicing Method'' required for the first instalment from the drop list.
#:The options include:
#:* Create Invoice - a pending invoice will be created containing the first instalment once the instalment plan purchase is confirmed
#:* Next Invoice - a pending cardline will be created for the first instalment to be processed at the next bill run
#:The '''start date''' of the instalment plan needs to be considered as future card lines will be created based on the first instalment date:
#: You need to control the first instalment purchase transaction date by setting the First Instalment Date field either forward or backward, depending on when you are trying to get a cardline to generate,
#: From there, each subsequent instalment will be n frequency forward of that date, for example.
## Create a new product instalment purchase today - 11/Feb/2019
## Set the First Instalment Date to 1/Feb/2019 (backdate)
## The system will generate a cardline for the 1st instalment amount - transaction date will be 1/Feb/2019
## The system will then generate the 2nd instalment transaction to 1/March/2019 and a cardline will generate on 1/March/2019
# If the product has been provided to the customer:
## Select ''Product supplied, payment to begin immediately'' form the drop down list. The ''Serial / Product Instance Code'', ''Product Instance Description'' and ''First instalment Date'' fields will be enabled for entry - but are not mandatory, especially for [[Products/Serialised Products|Serialised]] where you will select the serial (product instance) from your current inventory
## ''(optional)'' Enter the product's serial number or other unique ID (e.g. IMIE etc) in the ''Serial / Product Instance Code '' field.
## ''(optional)'' Enter the description in the ''Product Instance Description'' field.
## ''(optional)'' Enter the date the first instalment of the plan is due in the ''First Instalment Date'' field. A calendar tool will appear to allow you to select the required date.
#: Note : The instalment plan processing will not commence until the product has been provided to the customer. You can use the ''View / Manage instalment Plan'' function to update the details after the instalment plan has been saved.
# Select a pricing method to apply to the product from the ''Instalment Pricing Method'' option radio buttons. The system provides a variety of methods to calculate the final product total and instalment payment amounts based on a several attributes as follows:
#:* Specify markup percentage, total amount of instalments, and the instalment period length
#:* Specify markup percentage, amount per instalment, and the instalment period length
#:* Specify total cost, total amount of instalments, and the instalment period length
#:* Specify total cost, amount per instalment, and the instalment period length.
# Depending on the ''instalment Pricing Method'' option selected, the system will enable or disable the ''instalment Details'' fields. The product ''Base Price'' will display showing the original base price, which cannot be modified.
#:*For the ''Specify markup percentage, total amount of instalments, and the instalment period length ''and'' Specify markup percentage, amount per instalment'' ''and the instalment period length'' pricing methods, enter the markup percentage in the ''Markup'' field. For no markup, you can leave the value as zero (0).
#:*For the ''Specify markup percentage, total amount of instalments, and the instalment period length ''and the ''Specify total cost, total amount of instalments, and the instalment period length'' pricing methods, enter the number of instalments for the plan in the ''Total instalments'' field. The system will automatically create the specified number of payment instalments on the subsequent customer's invoices until the instalment plan is complete.
#:*For the ''Specify markup percentage, amount per instalment'' ''and the instalment period length'' and the ''Specify total cost, amount per instalment, and the instalment period'' ''length'' pricing methods, enter the amount of each instalment payment in the ''Charge per instalment'' field. The system will automatically create the payment instalments of the entered amount on the subsequent customer's invoices.
#:*For the ''Specify total cost, total amount of instalments, and the instalment period length ''and the ''Specify total cost, amount per instalment, and the instalment period'' ''length'' pricing methods, enter the total cost for the product including any additional fees or charges in the ''Final Cost for instalment Plan'' field. The system will use this figure to calculate each payment instalment amount.
# Select the frequency of the instalment payments from the ''instalment Period Length ''drop list. Options include 1, 3, 6, 9, 12, 18, 24 and 36 months.
# Click the '''Continue''' button. The ''Purchase'' page will display showing all details of the instalment plan entered.
# This is where you will select a serial from your available inventory. This is the only supported method for creating an instalment purchase.
# Click on the '''Search Serials''' button and select an appropriate serial. Click '''Select'''. This will automatically populate Serial Number field.
## If your product has the ''Can assign service'' flag set to either Mandatory or Optional, you may select the service to link to from the 'Active Service' field.
## Enter a product instance date and an appropriate description.
# Review all information on this page to confirm it is correct. If you need to modify anything, please click '''Modify'''
# When ready to create the instalment plan, click the '''Create Instalment Purchase''' button. A message will display at the top of the screen showing "Instalment Plan created".

= See Also =
* [[Product/Product Purchases|Product Purchases]]
* [[Products]]