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Generate the Banner JV export: Admin tab > Billing > Bills > Generate Bill (uncheck Test bill, verify date range)
Wait a few minutes, reload list to see a Complete billing run, select it & Approve
Email Alex/Michele/Margaret Hernandez/Dan Weiss/Karen Erwin to inform them that Telecom billing has process (to trigger them to look for errors)
Export is automatically imported into Banner overnight?
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 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 Remarks)
(Incorporate Leslie’s Monthly Billing Checkup actions?)
Monthly charge creation
(800 Numbers, Expanded Conference Calling) Michele exports service rebilling report/invoice and emails →
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(In the future, the adobe-sign-rebilling automation may be used to perform this procedure automatically each month.)Incorporate Leslie’s Monthly Billing Checkup actions?
Low-Level Specific Procedures in PCR-360
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