InCMS

CYCLE BILLING CONTROL

User’s Manual

Edit. /Rev.: Esther Conde

Date: 10/01/2016
 Project: INCMS ECG PROJECT

Name: Cycle Billing Control Kind of Document: Manual

TABLE OF CONTENTS

1. Introduction ..................................................................................................... 3
2. CMS - Verification for bills Printing ............................................................... 3
2.1 Closed Route-Cycle. Verify Route Statuses .................................................... 3
2.2 Verify Prebilling ............................................................................................... 7
2.3 Verify Billing Anomalies ................................................................................... 9
2.4 Batch Printing ................................................................................................ 10
3. CMS – Open Reports - Verification for bills Printing .................................. 10
3.1 BA-CO-01 Bill Printing following up Report .................................................... 10
3.2 BA-CO-04 Bills Printed Report ...................................................................... 11

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Version: 01
 Project: INCMS ECG PROJECT

Name: Cycle Billing Control Kind of Document: Manual

1. Introduction

The objective of this guide is to present the steps that must be followed before printing the
bills in order to avoid to visit same areas several times and deliver the bill with the due date
already expired.

2. CMS - Verification for bills Printing

Following proposed steps to verify that bills can be printed:

2.1 Closed Route-Cycle. Verify Route Statuses

Steps in system:

 From the main menu, proceed to “Commercial Cycle” > “Readings” > “Reading Routes”.

 The screen opens as shown below:

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 Project: INCMS ECG PROJECT

Name: Cycle Billing Control Kind of Document: Manual

Select only postpayment services (small):

 Select one by one, the routes in the upper box of the screen/panel

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 Project: INCMS ECG PROJECT

Name: Cycle Billing Control Kind of Document: Manual

Only those routes defined for postpayment services

 For every route selected, check the cycle you want to verify at the bottom area of the
screen

If the given route and cycle has Reading Cycle status = “Closed” , then, the reading
process has finished and it is completed.

In case the Route is not Closed, then, the reading process is still pending and the bills
cannot be printed.

It is important to check the “finish date” since it corresponds to the closing date and this
date is validated to issue the bills. The bills (without anomaly) will be issued (and then
ready to be printed) on finish date + 1 labor days.

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 Project: INCMS ECG PROJECT

Name: Cycle Billing Control Kind of Document: Manual

For a given route and cycle, with double click, it is possible to query this information:

Where:
 “With Exception”: readings where an anomaly has been introduced by readers
that will stop the billing process, in the example = 9
 “Correct”: readings that will be processed normally though, depending on the
billing validations can result on bill or billing anomaly, in the example = 5232
 “Absent”: readings with anomalies that involves wait for some days until new
reading is received , and, if after these days, the readings are not inserted (from
readings by phone functionality) then, there will be estimation, in the example =
614
 “Estimated”: readings with anomalies that will result in a bill with estimation unless
any issue with the estimation module or more estimations than allowed for the
given service, in the example = 2150
 “Unrealized” (no read) : readings nor anomaly inserted, in the example = 1

Note that in Pentaho Reports same information is available under “dashboard –

Readings”:

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 Project: INCMS ECG PROJECT

Name: Cycle Billing Control Kind of Document: Manual

2.2 Verify Prebilling

Steps in system:

 Select the function “Commercial Cycle” > “Billing” > “Centralized Services Billing”.

 Window “Billing” will be opened in the tab “Test Billing”.

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 Project: INCMS ECG PROJECT

Name: Cycle Billing Control Kind of Document: Manual

From this card, for your district, it is possible to verify if the bills are still in “test billing”. In
case the bills are in test billing, and after confirmation of the calculations, the bills must be
moved to real billing from the tab “Billing”:
 Window “Billing” > Tab “Billing” and then click “Transfer all SP”.

The real bills will be generated during night batch process so next day must be verified
that there are not pending bills in prebilling process.

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 Project: INCMS ECG PROJECT

Name: Cycle Billing Control Kind of Document: Manual

Note that if exceptions or billing anomalies, they must be resolved from normal billing
anomalies screen, following explained.

2.3 Verify Billing Anomalies

Steps in system:

 Select the function “Commercial Cycle” > “Billing” > “Eventual Billing Exceptions for
Services”.

 Window “Solution of Billing Exceptions for Services” will be opened. The window contains
fields for entering the selection criteria in the upper part and the list and the concrete data
on the service point exceptions in the lower part. The amount of the total exception
number and the appropriate commercial offices are situated at the bottom of the list.

The filter by dates in this screen corresponds to the anomaly detection date, so, it is
nothing to do with the cycle or reading date.

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 Project: INCMS ECG PROJECT

Name: Cycle Billing Control Kind of Document: Manual

All the billing anomalies should be resolved for a given route and cycle in order to
proceed with the printing.

2.4 Batch Printing

Bills are now being printed from the offline location. Refer to How to do Batch Bill
Printing manual.

3. CMS – Open Reports - Verification for bills Printing

There are reports under that Billing category that are helpful in knowing the status of
bills issuing and printing.

3.1 BA-CO-01 Bill Printing following up Report

This report can be generated to follow up on the status of bills that are to be printed.

Status = “To Print”

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 Project: INCMS ECG PROJECT

Name: Cycle Billing Control Kind of Document: Manual

3.2 BA-CO-04 Bills Printed Report

This report is generated automatically when bills have been issued by the batch and
are now ready for printing from the offline location.

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