Defining a one-off line item

One-off line items are charges applied to accounts one time, such as a charge for a service call or an administrative fee. One-off charges can be added to accounts as soon as they have been defined in Line Item Setup. They must also be added to bill types so customers can be billed.

  1. Select Billing > Setup > Billing > Line Item Setup.
  2. Right-click the OneOff node under CDR, Sundry, or Utility, select Create OneOff Setup, and specify this information:
    Name
    Specify a name for the line item.
    Description
    Specify a description of the line item.
    Effective Date
    Specify the date the line item becomes effective.
    Type
    Select the charge type:
    • None: Standard one-off charge.
    • Discount: A discount is calculated based on the value of another line item, and then subtracted from the line item amount. To apply a discount, you must add it to a bill type and indicate to which line items it applies.

      By default, discounts are multiplied by the sum of their associated line items. For example, to create a 10% discount, set the discount amount to 0.10. To apply a discount as a flat rate, add a value formula that returns 1.0 to the discount line item. The discount is applied as a flat charge rather than a multiplier.

    • Surcharge: A surcharge is similar to a discount, but it is added to the line item amount.

      See Bill type discounts and surcharges.

    • Donation: When the Donations feature switch is active, customers can include donations with their bill payments. A donation line item must be associated with the bill type. The Value and Rate Code fields will be hidden because customers will specify their own donation amounts.

      See Donations.

    • Settlement: The customer is billed for the cumulative variance under a budget billing plan. The Value and Rate Code fields are hidden because the amount of the charge is based on the variance for a budget billing plan.

      See Setting up budget billing line items.

    Rate Code
    Specify the rate code used to calculate the amount of the line item.
    Rebate Group
    If the line item is eligible for rebates, specify the rebate group used to calculate the discounts.
  3. Click Save.