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Michele exports service usage report/invoice and emails help-billing →

  1. Create one service order for all charges (Main > Service Desk > Service Orders)

    1. Owner - Department: 610300: TEL Telecommunications

    2. Requestor: Webber, Michele

    3. Description like: Ticket# ITSD-86303 AT&T Toll Free Usage Rebilling, Banner I10755594, August 2023

  2. 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, Description like Toll-free billing for July 2021 on line 800-879-5088

      1. (Amount to bill for each 800 number is in far right column, where Michele has allocated taxes/fees proportionally and added to base “Discount Charges”)

  3. Save, Verify total charge amount, change Status to Completed, Save, change Status to Finalized, Save.

SME review status

Next due

CURRENT

 

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