Page Comparison

...

1. Generate the Banner JV export: Admin tab > Billing > Bills > Generate Bill (uncheck Test bill, verify date range)

2. Wait a few minutes, reload list to see a Complete billing run, select it & Approve

3. Email Alex/Michele/Margaret Hernandez/Dan Weiss/Karen Erwin to inform them that Telecom billing has process (to trigger them to look for errors)

4. Export is automatically imported into Banner overnight?

5. If errors (mostly index code expirations), Dan or Michele notice, Michele researches and determines how to update or fix

6. Michele repairs the current Banner JV import

7. Michele emails us with corresponding index codes to change in PCR for future billing periods

8. Forward email into JSM for authority/record

9. Create a PCR work order for Telecom services (Owner Change > New Owner, referencing JSM issue in Description) or directly modify Expense GLA for non-Telecom services (referencing JSM issue in a Remark)Remarks)

Monthly charge creation

(800 Numbers, Expanded Conference Calling) Michele exports service rebilling report/invoice and emails →

1. Create one service order for all charges (TEL101 as top-level index code)

   1. Create charge for each line/usage in report, with charge override for actual amount, GLA override for index code, Customer-friendly description

      1. 800 Numbers: charge code TOLLFR-USAGE, one charge for each 800 number

      2. Expanded Conference Calling: charge code CONF, calls are grouped by moderator PIN code [mapping to index codes in CIO I: Drive\Administrative\FY 2020-2021\AP\PO and Invoices\Arkadin (NTT Cloud Com)], one charge for each call

2. Save, Complete, Finalize service order.

(Adobe Sign) Fifth of each month →

1. Export billing report from Adobe Sign: Reports > Set Creation Date to Last Month > Run Report

2. Wait a bit while report is generated, go back to main Reports screen, reload, will appear under My Export Report Data

3. Download the CSV file

4. Clean up report to remove rows that don’t represent billing from Adobe Sign

   1. Create new column A, copy formula =AND(G2=V2,W2="",H2<>"Default Group",BQ2<>"FORM_FILLER") to all rows

   2. Select whole sheet, select Filter

   3. Filter out TRUEs in new column A (including only FALSE)

   4. Filter on Agreement Status, including only Canceled, Completed, In Process

   5. Find & Select > Go To Special > Visible cells only, Copy and Paste selected rows into a new Sheet

   6. Save As new filtered CSV file (containing just rows we want to bill)

   7. Admin > Imports / Exports > Import Files > Import Files

   8. Upload File(s) > search for “adobe” in Import File Format > Upload Import File (or Test first) > select filtered file

   9. Wait a bit while file is processed, watch for green checkmark under Processed

Low-Level Specific Procedures in PCR-360

...