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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, Finalize order effective today
End-of-month PCR-to-Banner JV export
Four days before the end of the month →
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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, reload list to see a Complete billing run, select it & Approve
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Email Alex/Michele/Margaret Hernandez/Dan Weiss/Karen Erwin 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
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Michele repairs the current Banner JV import
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Michele emails us with corresponding index codes to change in PCR for future billing periods
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Forward email into JSM for authority/record
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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)
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Monthly billing for JV customers
Monthly charge creation
(800 Numbers, Expanded Conference Calling) Michele exports service rebilling report/invoice and emails →
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