When initiating a bill run, a 'Type' must be selected. This drives the behaviour of the billing engine when creating the bills.
There are four options:
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Bill Run Type | Details |
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Normal | The Billing Engine will attempt to calculate a Normal bill for all Tenant Accounts in the Billing Group, for the dates selected. |
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A Normal bill represents a periodic bill for the tenant - i.e. their utility charges between two dates. | |
Test | This option is expected to be used to calculate 'What If' bills. |
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Bills of this type cannot be approved or Issued, they are purely for information purposes only. |
Accruals |
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Creates Bills with the type of Accrual |
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Bills of this type are expected to be used in conjunction with an Accruals Report. |
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Pending Actions | This will only process Pending Actions /and Recalculations that have been specified for existing bills. I.e. where a bill has been marked to be withdrawn and rebilled. |
Ad-Hoc | This will trigger an ad-hoc bill run and generate ad hoc invoices, as per the ad hoc charges that have been configured for a tenant. Please see here for more information on creating ad hoc charges. |
Also a number of other parameters must be selected to make sure the bill run performs the required processing when calculating the new bills. The available options are driven by the bill run type that is selected.More details
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Details on how to perform the initiate a Tenant Bill Run are available here.
Normal Bill Run Option
The Billing Engine will attempt to calculate a Normal bill for all Tenant Accounts in the Billing Group
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When this option is selected:
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.
Note: On first entry to the screen this is populated with the previous month or quarter or year based on the Bill Frequency of the Tenant Billing Group. This may have changed if switching from another Bill Run Option.
Field | Description |
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Bill Period | The Bill Period dropdown list is disabled if the current setting of the Default Bill Period checkbox is ticked |
Default Bill Period | Untick the checkbox to enable the Bill Period dropdown list and select an alternative Bill Period from the dropdown list (list of previous Bill Periods based on the Bill Frequency of the Tenant Billing Group, going back up to 2 years) |
Withdraw Actions | Tick or untick the checkbox to override the current default setting for the Tenant Billing Group |
Withdraw and Rebill Actions | Tick or untick the checkbox to override the current default setting for the Tenant Billing Group |
Process Recalculations | Tick or untick the checkbox to override the current default setting for the Tenant Billing Group |
Derive Non Periodic Consumption | Defaults to the setting created in the Tenant Billing Group and cannot be changed. |
Save Billing Non Periodic Meter Reads | Defaults to the setting created in the Tenant Billing Group and cannot be changed. |
Auto-generate PDFs | Defaults to the setting created in the Tenant Billing Group and cannot be changed. |
Auto-generate Consumption CSVs | Defaults to the setting created in the Tenant Billing Group and cannot be changed. |
Invoice Date | Defaults to todays date, but amend if necessary |
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(to a date which is today or in the future). |
Test Bill Run Option
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This option is
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used to calculate 'What If' bills. However, the Bills cannot be approved or Issued
When this option is selected:
- The currently selected Bill Period is displayed.
Note: On first entry to the screen this is populated with the previous month or quarter or year based on the Bill Frequency of the Tenant Billing Group. This may have changed if switching from another Bill Run Option.
Field | Description |
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Bill Period | The Bill Period dropdown list is disabled if the current setting of the Default Bill Period checkbox is ticked |
Default Bill Period | Untick the checkbox to enable the Bill Period dropdown list and select an alternative Bill Period from the dropdown list (list of previous Bill Periods based on the Bill Frequency of the Tenant Billing Group, going back up to 2 years) |
Withdraw Actions | This is disabled |
Withdraw and Rebill Actions | This is disabled |
Process Recalculations | This is disabled |
Derive Non Periodic Consumption | This is disabled |
Save Billing Non Periodic Meter Reads | This is disabled |
Auto-generate PDFs | This is disabled |
Auto-generate Consumption CSVs | This is disabled |
Invoice Date | This is disabled |
Accruals Bill Run Option
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This option creates Bills with the type of Accrual. Expected to be used in conjunction with an Accruals Report
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When this option is selected:.
Field | Description |
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Bill Run Start Date | The Bill Run Start Date is populated with the start date of the previous month, quarter or year based on the Bill Frequency of the Tenant Billing Group |
Bill Run End Date | The Bill Run End Date is populated with the end date of the previous month, quarter or year based on the Bill Frequency of the Tenant Billing Group |
Default Bill Period | Untick the Default Bill Period checkbox to enable the Bill Run Start Date and Bill Run End Date fields and select dates for these fields (either using the date pickers or entering date values in these fields) Tick the Default Bill Period checkbox to disable the Bill Run Start Date and Bill Run End Date fields and populate them with the start date and end date of the previous month or quarter or year based on the Bill Frequency of the Tenant Billing Group |
Withdraw Actions | This is disabled |
Withdraw Withdraw and Rebill Actions | This is disabled |
Process Recalculations | This is disabled |
Derive Non Periodic Consumption | This is disabled |
Save Billing Non Periodic Meter Reads | This is disabled |
Auto-generate PDFs | This is disabled |
Auto-generate Consumption CSVs | This is disabled |
Invoice Date | This is disabled |
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Pending Actions Run Option
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This option will only process Pending Actions
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that have been specified for existing bills
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When this option is selected:
- The currently selected Bill Period is displayed.
, as per options selected in the supporting "Pending Actions" list.
Note: On first entry to the screen this is populated with the previous month or quarter or year based on the Bill Frequency of the Tenant Billing Group. This may have changed if switching from another Bill Run Option.
Field | Description |
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Bill Period | This is disabled |
Default Bill Period | The is disabled |
Withdraw Actions | Tick or untick the checkbox to override the current default setting for the Tenant Billing Group |
Withdraw and Rebill Actions | Tick or untick the checkbox to override the current default setting for the Tenant Billing Group |
Process Recalculations | Tick or untick the checkbox to override the current default setting for the Tenant Billing Group |
Derived Non Periodic Consumption | This is disabled |
Save Billing Non Periodic Meter Reads | This is disabled |
Auto-generate PDFs | This is disabled |
Auto-generate Consumption CSVs | This is disabled |
Invoice Date | Defaults to todays date, but amend if necessary (to a date which is today or in the future). |
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This option will issue an ad-hoc invoice for one or more ad-hoc charges that have been captured against a tenant, independently of the ongoing tenant bill periods for their utility usage
Note: On first entry to the screen this is populated with the previous month or quarter or year based on the Bill Frequency of the Tenant Billing Group. This may have changed if switching from another Bill Run Option.
Field | Description |
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Bill Period | The Bill Period dropdown list is disabled |
Default Bill Period | The Default Bill Period checkbox is disabled without changing the current ticked/unticked setting |
Withdraw Actions | Tick or untick the checkbox to override the current setting for the Tenant Billing Group |
Withdraw and Rebill Actions | Tick or untick the checkbox to override the current setting for the Tenant Billing Group |
Process Recalculations | Tick or untick the checkbox to override the current setting for the Tenant Billing Group |
Derived Non Periodic Consumption | This is disabled |
Save Billing Non Periodic Meter Reads | This is disabled |
Auto-generate PDFs | This is disabled |
Auto-generate Consumption CSVs | This is disabled |
Invoice Date | Defaults to todays date, but amend if necessary |
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(to a date which is today or in the future). |