Active Services without Charges

1. Navigate to Main > Reporting > AdHoc Grids > View Grids.

2. Double-click on the Active Services with 0 Charges item to run its query. Under Perspectives, select Exclude Zero Charge Services.

3. This report should be empty. If it’s not, do one of the following things for each row:

   1. If a service is no longer being provided, inactivate the service: find the Service ID in the Services list (Main > Services > Type), switch it from Active to Inactive, Save.

   2. If a service is active and should contain a charge, add the appropriate charge, either with a service order or manually.

   3. (If the service is active but it is appropriate for it to have no charges, edit the report perspective to exclude it from future reports.)

Active Services with duplicate Charges

1. Navigate to Main > Reporting > AdHoc Grids > View Grids.

2. Double-click on the Active Services with 2+ Charges item to run its query. Sort the CHARGECOUNT column A-Z.

3. This report lists all active services with multiple charges. For many services (e.g., server hosting) this is normal and appropriate. But for most Telecom services, multiple charges on a service means duplicate charges, which is a mistake (often caused by Upgrade/Downgrade actions). Study the report to find rows that look wrong: phone service with 2 charges, or other services that we wouldn’t expect to have more than 1 charge. Look up each such service in Main > Services and delete the newer duplicate charge if there is one.

Services on inactive GLAs

1. Navigate to Main > Reporting > AdHoc Grids > View Grids.

2. Double-click on the Services on Inactive GLAs item to run its query. The result is a list of all Services associated with GLAs which have become inactive. (Note that these Services may or may not have associated Charges, and they may be in Billing Groups that don’t charge for phone service.) Sort the GLA column A-Z.

3. This report should be empty: this most importantly protects us in advance from the case where PCR tries to charge an inactive GLA (which means the monthly Banner JV is rejected and requires quick revision) but also helps keep records generally up to date. To empty out this report, take one of these steps:

   1. Inactivate Services which are no longer being provided: find the Service ID in the Services list (Main > Services > Type), switch it from Active to Inactive, Save.

   2. Update GLAs: for each GLA shown on the list, determine what it should be replaced by, then update each Service associated with that GLA in the list.

4. Prioritize updating Services which will bill in Banner (and break the JV): phone service for JV index codes, non-telecom services, etc.

Active Services that are not Billable

1. View the Main > Services > View / Report > All Services report. Under Perspectives, select Billing Checkup: Billable.

2. If any Services appear in the report, double-click to open them, check the Billable box, then Save.

Original “Monthly Billing Checkup” document from Leslie

The goal for the tasks below are to find billing and database inaccuracies.

PCR360 Service Order Status

Confirm Service Orders with changes are ready to be billed.  Do they need to be finalized or voided?

Active GLAs on Services

Pull two report from PCR360 then run simple query in Access

• Inactive GLAs - Main : Catalog : G/L Accounts (GLA), filter Inactive using the Status column

• All Services with Charges - Reporting : Bills/Calls : Charges, use Perspective: Billing Checkup: Active Charges

Duplicate Charges

Use Excel to find services with duplicate charges in the report file. This happens with all Upgrade/Downgrade Actions.  Ignore Server Hosting Services

• Reporting : Bills/Calls : Charges, use Perspectives: Billing Checkup: Duplicate Charges

• When in Excel, highlight the Charged Item column and then Home > Conditional Formating > Highlight Cell Rules > Duplicate Values

Unchecked Billable Box

Services with charges but the Billable box checked.  This is a bug and fixed with PCR360 version 2019.5

• Services : View / Report : All Services, use Perspectives: Billing Checkup: Billable

Active Service & Active Charges

• Pull two report from PCR360 then run un-match query in Access: Service needs MRC without Active Charges

  • Services : View / Report : All Services, use Perspectives: Billing Checkup: Service needs MRC

  • Reporting : Bills/Calls : Charges, using Perspectives = Billing Checkup: Active Charges

GLAs missing from Department

Query reports in Access: GLA Catalog without Dept GLA Restrict

• GLA Catalog

• Admin : Adhoc Grids | Dept GLA Restrict

Import updates, use Import Format: Add GLAs to Departments

• Import Field format examples

  • Code = JV > 610300

  • GLA = D-TEL101

  • Billing Group = JV

Google Doc instructions: Fun with Access