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 must also be added to bill types so customers can be billed.
- Select Billing > Setup > Billing > Line Item Setup.
- Right-click the correct OneOff node in the Line Item Setup tree and select Create OneOff Setup.
-
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. You can select one of these options:
- 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.
-
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.
- 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.
- Click Save.