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High-Level Billing Administration Tasks (& Triggers)
PCR/billing
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tasks integrated with Telecom request fulfillment
New Telecom service request →
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PCR -> Banner billing cadence
(To help understand A guide to the relationship between service period, billing period, JV date, calendar month, fiscal year…)
A charge categorized by PCR’s Billing tab M/Y field as 09/20xx indicates billing for service rendered in September. But not for the calendar month: for OIT’s current standard 8/21-9/20 billing period, which will be processed as a JV later that month, September 21-30.
Process/cadence
Bills are based on 30/31 day months ending the 20th: 21st of last month - 20th of this month. This is the billing period.
On Shortly after the 20th, any charge dated during PCR bills are generated based on the just-closed billing period is processed/exported by PCR, including all charges dated inside it.
The PCR export can be edited manually to remove errors or make other adjustments.Once that’s complete, the PCR export is imported automatically into Banner the night after bill generation. There are sometimes errors (mostly expired index codes) which are repaired manually before re-importing.
The date of the Banner import (generally any day between the 21st and last business day of the calendar month) becomes the date on the JV in Banner.
Banner JVs are visible to fiscal officers; PCR invoices are available to TCs via PCR login.
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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 effectschanges
Indy and Brent use PCR-360 to administer OIT billing:
Trigger 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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