Specific PCR-360 Procedures

Charge (catalog item)

Add

1. Navigate to Main > Catalog > Charges

2. If the charge should have a Parent folder/hierarchy, navigate there.

3. Click Add

   1. Provide Name, Description, Type, Default Amount modeled on a similar charge catalog item

   2. Check Allow Override Amount if default amount should be customizable per instance

   3. Set Qty to Disabled if this charge is only billed in full, to Whole if it scales per unit (for instance, if the charge is per GB and will be multiplied by a number of GB)

   4. Set Revenue and Expense exactly as found on another similar charge catalog item, if not provided by the Parent.

4. Click Save and review your addition.

5. If you are adding a Monthly Recurring charge, make sure to create a matching Annual Recurring version whose charge code has “Y” affixed to the front of its name.

Modify

When you modify the price for a recurring charge, make sure to select Update – Date to Last Billed so that the next billing cycle uses only the new price. (Otherwise the customer may be billed twice, once at the old price and once at the new.) [PCR-360 Documentation]

Remove

Service (catalog item)

Add

1. Navigate to Main > Catalog > Services

2. If the charge should have a Parent folder/hierarchy, navigate there.

3. Click Add

   1. Provide Name (using style from other similar services)

   2. Check Assignable

   3. Set Revenue exactly as found on another similar charge catalog item, if not provided by the Parent.

   4. Add Default Charge(s) if every instance always includes one or more charge items at a basic level. Otherwise leave this empty, to be provided when service instance is set up.

4. Click Save and review your addition.

Modify

Remove

Service (instance)

Add

When adding a service instance, check what charges are added by default. If there are no charges, you need to add the appropriate one(s). If there are default basic charges, you may need to add additional charges for additional resources.

Modify

Remove

Bulk updates

Cash customer

Add/Onboard

1. Customer fills out Retail Customer Agreement (or we negotiate a different kind of signed agreement in which they take responsibility for charges)

2. Add as customer to PCR-360 (https://docs.google.com/document/d/19LyXFOtJ_3xbYIan2I3pq97RqLDBrTvQ-cs5VUyPRc8/edit)

   1. Create new Department

   2. Create new Contacts

   3. Create new GLA (4 digit numeric code + 1 word/acronym to uniquely identify this customer/account)

3. Create a tab in Cash Customers (modeled on existing) and a connected row on the Receivables tab

4. Enter contact information and other details into Contact Information (modeled on existing)

Modify

Update contact info in Contact Information & PCR-360 (People > Departmental Hierarchy)

Remove/Offboard

1. Move customer rows on Contact Information onto Inactive Contacts tab

2. Move tab in Cash Customers after STOP BOOKEND tab and hide connected row on the Receivables tab

3. Mark customer in PCR-360 (Catalog > G/L Accounts) as Inactive

Review balance/bills

Reporting > Bills/Calls > GLA Account Management