The

Customer
Sign Up SALES

Cycle Account Provisioning

BILLING

Service Provisioning
OPS
Sales
.
Change
Billing Sales
. Billing
Ops
Ops
 New Sign Up

Is CIF Yes Billing generates the Billing Code and prints it

Provided by on the original CIF and provides a copy to Ops.
Sales? The original must be filed by billing

No

Sales to provide Billing with Ops Provisions Account on OMS and

Provisional Form. uploads a PDF copy of the CIF to the OMS.
Ops Shreds printed CIF provided by billing

Billing to provide Ops with a

Provisional Billing code on the Operations provides the services
Provisional Form requested by the client

Ops to provision Account on the

OMS.

Operations provides the Ops to provide Billing and Sales Billing to follow up with Sales
services requested by the client with a report of provisional for Original CIF for any accounts
accounts set up from Mon-Thr on still in Provisional Status
Fri and from Fri- Sun on Tue
 What is considered a complete
Client Information Form (CIF)
A Client Information form (CIF) is considered
complete when all of the following are provided
• All mandatory fields must be completed
• The form must have the Company’s Stamp and
Signature
• KYC Form Details
• ID Proof of Authorized Signatory
 ORIGINAL CIF REQUIRED AT THE MUMBAI
CORPORATE OFFICE
Sales Account Managers must provide the billing
team with the ORIGINAL CIF that has been stamped
and signed by the client

Remote offices must courier the ORIGINAL CIF to

the Mumbai office

HOD billing will send a report at the end of the

month where ORIGINAL CIF has not been received
 PROVISIONAL FORMS
A Provisional Form must be submitted when all
fields in the CIF have not been completed
• A Provisional Form must have the title
“PROVISIONAL FORM” it must not be titled
‘CLIENT INFORMATION FORM’
– Billing and Ops to reject Provisional Forms that are
titled CIF
– Provisional Forms must not be uploaded on the
OMS
 PROVISIONAL FORMS REPORTS
• PROVISIONAL ACCOUNTS REPORT: Ops to
generate reports in order to keep a track of
Provisional Accounts
• Report on Friday for Provisional Accounts set
up Monday- Thursday
• Report on Tuesday for Provisional Accounts
set up Friday- Sunday
 CHANGE
MANGEMENT
PROCESS Address+
Account Contact+
Invoice Attention+
Online Billing
Value added Services
Billing Code
CHANGE MANAGEMENT PROCESSES

When is a new CIF Required

Change in rates for Port, Dial out table, New CIF Required, with trail e mail of HOD
Domestic Toll free, Local Access, Sales Approval
UPDATE SPECIAL INSTRUCTIONS ON CIF: <Add
International toll/ toll free Current Billing Code> THIS IS AN EXISTING
ACCOUNT-REQUIRE NEW BILLING CODE.

Billing Code Change for Existing New CIF required along with Change Form
Account ( see details below for info required along
with Change form)
When is a Change Form Required
Change in VAS Rates Change Form Required with trail e mail of
HOD Sales Approval
Billing Code Change for existing Change Form Required with trail e mail of
account Clients Request to create separate account.
Address Change Change Form Required with trail e mail of
Clients Approval
 Sales
Address Change
Submit a completed Change form as an
attachment with clients trail email +
requesting the change to Invoice Attention/Account
Billing Contact/Online Billing Change
Form Process

Billing
Update the changes in the AS400
Complete the change form and email it to
Ops

Ops
Update the changes in the OMS
1. Complete the change form
2. Provide Printed form with clients
email to Billing
3. Save soft copy of the form to the OMS
 Sales
VAS Change Form Process
Submit a completed Change form as an
attachment with HOD SALES trail email
approving the rate changes to
Billing

Billing
Review the changes
Complete the change form and email it to
Ops

Ops
Update the changes in the OMS
1. Complete the change form
2. Provide Printed form with HOD Sales
Approval and submit hard copy to
billing
3. Save soft copy of the form to the OMS
 Sales
Billing Code Change Form
Submit a NEW CIF and complete Change
form as an attachment with clients trail Process
email requesting the change to the
Billing Team

Billing
Update the changes in the AS400
Complete the change form and email it to
Ops

Ops
Update the changes in the OMS
1. Complete the change form
2. UPDATE THE APS
3. Provide Printed form with clients
email to Billing
4. Save soft copy of the NEW CIF to the
OMS with change form