Procedures & concepts used in administering OIT's billing in PCR-360 and Banner.
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High-Level Billing Administration Tasks (& Triggers
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Billing changes for Telecom/Networking requests
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PCR/billing integration into Telecom request fulfillment
New Telecom service request →
Create PCR service order
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: enter JSM issue key + work summary into description, index code into Owner, reporter into
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Requestor, add expected
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Actions, Save
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Coordinate telecom work in
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JSM issue
when After work is complete → refine PCR service order with actual actions & charges, copy service order description into each charge description, verify GLA and Total, move / JSM issue is resolved →
Refine PCR Service Order with Actions & Charges that actually occurred
Copy Service Order description into each Charge description, verify total charges and GLA
Move Service Order from Pending to Complete, Save,
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Finalize order effective today
End-of-month PCR-to-Banner JV export
Four days before the end of the month (CHANGE?) → export JV to Banner (→
Generate the Banner JV export: Admin tab > Billing > Bills > Generate Bill (uncheck Test bill, verify date range)
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Wait a few minutes
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, reload list to see a Complete billing run, select it & Approve
Email Alex/Michele/Margaret Hernandez/Dan Weiss/Karen Erwin
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to inform them that Telecom billing has process (to trigger them to look for errors
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Export is automatically imported into Banner overnight?
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If errors (mostly index code expirations), Dan or Michele notice, Michele researches and determines how to update or fix
Michele repairs the current Banner JV import
Michele emails us with corresponding index codes to change in PCR for future billing periods
Forward email into JSM for authority/record
Create a PCR work order for
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Telecom services (Owner Change > New Owner, referencing JSM issue in Description) or directly
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modify Expense GLA for
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non-Telecom services (referencing JSM issue in a Remark)
Low-Level Specific Procedures in PCR-360
Charge catalog
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item
Add
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Modify
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Services
Add a new instance of a service
Modify an existing instance of a service
Decommission an instance of a service
Add a new service
Modify an existing service
Tips & Tricks
Make bulk updates to existing services
Remove
Service instance
Add
Modify
Remove
Bulk updates
Service
Add
Modify
Remove
PCR -> Banner billing cadence
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The ICAT team provides PCR-360 as a service to OIT to use for billing administration, supporting the application (using SLA2 servers co-managed by LAP).
Indy uses PCR-360 to coordinate TI Telecom service request fulfillment, with integrated billing service/charge effects
Indy and Brent use PCR-360 to administer OIT billing:
Process TI TEL/NET changes/charges/creditsTrigger the monthly PCR-to-Banner JV export
Create bills & process payments (checks & CCs) for cash customers
Create monthly charges for: Adobe Sign e-signature, 800 Numbers, Expanded Conference Calling
Process changes/charges from all "Billing change" requests + credits for all services/charges
Charge campus customers for miscellaneous bills paid by OIT
Resolve Banner JV load failures
Michele handles related tasks:
Altering Banner JVs before resubmission to address errors (usually expired index codes)
Issuing credits/refunds to cash customers
State bond reconciliations for project charges billed to CPC index codes
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