ServicePlans/Periods/ApprovingPeriods - Revision history

Scarpenter at 02:35, 26 July 2018

2018-07-26T02:35:13Z

Scarpenter: /* Period Approval */

2015-06-11T07:10:55Z

‎Period Approval

Moconnor: /* Period Approval */

2011-04-08T03:54:24Z

‎Period Approval

Moconnor at 03:36, 8 April 2011

2011-04-08T03:36:02Z

Moconnor at 02:06, 8 April 2011

2011-04-08T02:06:42Z

Moconnor: /* Managing and Approving Periods */

2011-04-08T01:26:29Z

‎Managing and Approving Periods

New page

[[Category:ServicePlans]]

= Period Approval =

== Introduction ==

Under normal circumstances, the retrieval of records, rating and subsequent invoicing is an automated affair. Cumulus connects to an external service, downloads the records, mediates them, works out the services affected and what ''Periods'' the records should be placed into.

At the end of the ''Period'' (normally the end of the month in most cases), Cumulus will then process the period and generate a cardline for any usage inside that Period.

This works in most situations, however there are some circumstances where usage will not be made available for our automated system to retrieve (for example, the usage is delivered by courier on a CD), or that the usage will not always be available by a certain time. As such, customers can now configure the Service Plan such that they can 'approve' Periods prior to them being processed.

== Configuring the Service Plan ==

In order for Periods to require Approval, you must configure the Service Plan for Period Approval

Navigate to '''Packages and Plans > Management > Service Plans''' then click on the ID for the Service Plan in question.

Tick the box: ''Period Requires Approval Before Closing''

Click ''Save''. The notifcation: Saved Service Plan will appear.

== Approving Periods ==
[[File:ManagingPeriods.png|500px|center|The ''Period Manage'' page]]
Once you have configured your Service Plan, at the end of the month, you will need to ''Approve'' the period prior to it being approved.

From within Cumulus, choose '''Billing > Period Manage'''.

The Period Manage Page allows you to see what ''Periods'' have not been approved for your customers. At this point, you will need to ensure that the usage files have been uploaded for Processing (contact Emersion support for assistance with this).

Once all of the usage has been imported and rated, you can choose to approve periods for selected customers, by clicking the Checkbox next to the appropriate customer and then clicking '''Approve only SELECTED Periods'''.

Alternatively, you can mass approve all outstanding Periods by clicking '''Approval ALL Periods'''.

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-= Period Approval =
+This article has been moved to our new home for documentation and help content, the new Emersion Knowledge Base.
-== Introduction ==
+We are sorry for the untidiness while we are shifting locations and we appreciate your patience during the transition to our new home.
-Under normal circumstances, the retrieval of records, rating and subsequent invoicing is an automated affair.  Cumulus connects to an external service, downloads the records, mediates them, works out the services affected and what ''periods'', or billing cycle, the records should be placed into. At the end of the period (typically at the end of the month), Cumulus will then process the period and generate card lines for any usage inside that period.
+[https://resources.emersion.com/display/EKB/Period+Approval Take me to the Emersion Knowledge Base article]
-This works in most situations, however there are some circumstances where usage will not be made available for our automated system to retrieve (for example, the usage is delivered by courier on a CD), or that the usage will not always be available by a certain time. In times like these, customers can now configure the Service Plan so that the automated processes are stopped and the periods require manually approving prior to them being closed and billing activities (like rating, mediation and invoice generation) are kicked off.
+[[file:new_home_sm.jpg|900px]]

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 = Period Approval =
-<span class="eme-warning">Please do <strong>NOT</strong> enable this feature for a Service Plan unless you are certain you know what you are doing.  Please contact Emersion Support to discuss your requirements further if you feel you need this feature.</span> &nbsp;
+<div class="eme-warning">Please do <strong>NOT</strong> enable this feature for a Service Plan unless you are certain you know what you are doing.  Please contact Emersion Support to discuss your requirements further if you feel you need this feature.</div> &nbsp;
 == Introduction ==

@@ Line 12: / Line 12: @@
 == Configuring the Service Plan ==
+[[File:ServicePlans_PeriodApproval.png|500px|center|The ''Period Manage'' page]]
 In order for Periods to require Approval, you must configure the Service Plan for Period Approval