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To test the billing data generation

To test the billing data generation, use a new customer and follow these steps:

  1. Make sure the test record has a customer type and category, if necessary. This is included in the specifications for the test billing cycle.
    • If you are testing a non-dues product billing subscription cycle, or if you are testing the billing of optional line items on a dues billing cycle (for example, items not linked on the Set up customer types window), add the line item(s) on the Billing tab. See To run individual dues renewal billing.
    • Generate the initial billing data. See To run individual dues renewal billing. (Optional) Do not select any of the printing options for subsequent testing of the Reminder Notices.
  2. Review the billing data in detail, verifying that the:
    • Billing data was generated for all the line items that should have been billed;
    • Amounts billed were correct for this particular record's scenario; and
    • Billing term was accurate.

      Note: You can review the data by looking directly at the line item results on the Current view of the Billing tab. However, to check the billing term, you must double-click each line item to view the Dues/Subscription Item Detail window. The billing term is represented by the Period and Thru dates maintained in the Last Billed section.

  3. If the billing data was generated incorrectly, investigate the problem and correct the setup area. Rebill after making the setup correction.
  4. To test the next billing section, change one data element that would impact the generation of the billing data, for example:
    • Customer type
    • Billing category
    • User-defined field related to special pricing formula
    • Join Date for term testing (prorated term and amount, if annual billing)
    • Renew Months on the Financial tab for shortened or extended term and amount testing
    • Regenerate the billing data using the "Rebill" procedures as outlined in "Rebilling to Correct an Individual Dues Billing". Leave all Printing Options unselected for subsequent renewal notice testing. If a customer type has been changed and the new customer type has different product code(s) linked to its Set up customer types window, follow the procedures in "To process and rebill customer type changes".
  5. Verify the accuracy of the output. Repeat until all possibilities have been tested successfully. For certain special pricing formulas, it may be impossible to test all possibilities, but you should spot check enough variations to ensure that the formula is calculating accurately.

See Also

Testing Billing Setup

To test the Reminder Notice printing

To test Dues billing Renewal Notices


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