To verify billing of new renewals
Initial billing is an important process within iMIS. It generates and updates a great deal of information in the customer (Name) and billing files. To avoid errors caused by incorrect settings and dates, follow these steps for every initial billing run:
Example ad hoc search comparison lines:
Name.PAID_THRU <= '12/31/2001'(one day before Effective Date)
Name.MEMBER_TYPE = M,CM (customer types included in billing cycle)
Name.STATUS begins with A (assuming inactive and suspended customers are not included in the billing cycle)
This should agree with the number of renewal notices that the mass billing procedure will generate. If billing on an anniversary basis, narrow down the Name.PAID_THRU date (for example, Name.PAID_THRU >= 12/01/2001 and Name.PAID_THRU <= 12/31/2001). The search criteria leave out one important field, Renewed Thru, which iMIS billing also considers in determining who needs billing. To get an accurate representation of the customers iMIS will bill, run a test on Renewed Thru. To do this, enter an ad hoc selection with a single calculation line. Enter a SQL statement similar to the following example in the Comparison Value Text area:
from Name, Name_Fin where Name_Fin.ID = Name.ID
and Name.PAID_THRU < '1/01/2002'
and Name_Fin.RENEWED_THRU < '1/01/2002'
and Name.MEMBER_TYPE in ('M','CM')
and Name.STATUS like 'A%'
If the results vary from the first report to the second, there may be a problem with the Name_Fin.RENEWED_THRU date. iMIS will assume the customer has already been billed. See Troubleshooting Billing Runs.
Note: Print the initial bills when you generate the billing renewal data. Be careful to use the correct Effective Date. You can override the Run Date if needed.
10.5 Production Release. Updated 2/22/2006 12:14:29 PM
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