Recalculating additional billing charges using UDF

  1. Create a Bill Group for the specific customer by selecting the applicable UDF string value in the From Field and specifying a value in the From Value fields. See Bill Groups
    Note: You can also use an existing bill group.
    For example:
    • From Field: UDF string 1
    • From Value: EXTRALOAD
  2. Select the applicable record, for the same customer, on the Activities screen. See Activities.
  3. Click the Selects tab.
  4. Specify the To and From fields.
    For example:
    • To: UDF string 1
    • From: ASN Header UDF2
  5. Click Save.
  6. Create a customer contract for the newly created or updated bill group on the Contracts screen. See Contract Records.
  7. Access the ASN of the customer using the ASN Receipt screen.
  8. Specify the required value in the ASN Header UDF field on the General tab.
    Note: This value must be the same as the value specified in the From Value field on the Bill Group screen. For example, specify EXTRALOAD in the ASN Header UDF 2 field.
  9. Receive, verify and close the ASN. See Verifying and closing an ASN.
  10. Run the Billing Event Monitor, and Billing Event Billing jobs using the Job List screen. See Running jobs manually.
  11. Select the applicable record for the customer and click Recalculate on the Billing Order History screen. See Recalculating Charges.
    Note: The charges are recalculated based on the value specified in the bill group UDF.