When setting up priced Product Plans and Prepayment or Balance amounts to apply usage-based charges against your end customer Accounts for consuming Products, there are several places where you have the option to define custom descriptions for Bill line items:
Plan Templates/Plans: Standing Charge and Minimum Spend descriptions.
Plan Groups - Standing Charge and Minimum Spend descriptions.
Pricing - Usage and Minimum Spend descriptions.
Prepayments - Fee, Usage, and Overage descriptions.
Balances - Draw-down description.
This topic explains how Bill line item default descriptions are compiled if you omit custom descriptions for Bill line items.
Plan Template or Plan:
Default DESCRIPTION: Standing Charge
Plan Group:
Default DESCRIPTION: Standing Charge
Plan Template:
Default DESCRIPTION: <Plan Template Product Name> Minimum Spend Adjustment
Plan:
Default DESCRIPTION: <Plan Product Name> Minimum Spend Adjustment
Plan Group:
Default DESCRIPTION: <Plan Group Name> Minimum Spend Adjustment
Pricing:
Default DESCRIPTION: <Aggregation Name> Minimum Spend Adjustment
The default descriptions for usage line items derive from the name of the Aggregation that defines the usage metric used to price the Product Plan.
Simple Aggregation:
Default DESCRIPTION: <Aggregation name>
Compound Aggregation:
Default DESCRIPTION: <Compound Aggregation name>
Segmented Aggregation:
Default DESCRIPTION: <Segmented Aggregation Name> + (<segment value>)
Fee. Two cases:
Product selected:
Default DESCRIPTION: Commitment Fee (<Product name>)
No Product selected:
Default DESCRIPTION: Commitment Fee (account-wide)
Usage. Two cases:
Product selected:
Default DESCRIPTION: Commitment Consumed (<Product name>)
No Product selected:
Default DESCRIPTION: Commitment Consumed (account-wide)
Overage. Two cases:
Product selected:
Default DESCRIPTION: Overage Surcharge (<Product name>)
No Product selected:
Default DESCRIPTION: Overage Surcharge (account-wide)
Draw-down:
Default DESCRIPTION: No Default. However, the Start Date and End Date used to define the Balance period are shown under DESCRIPTION.
Default descriptions for line items that appear on Bills where there is a Parent/Child Accounts set up follow the same rules for compiling the DESCRIPTION text, except the name of the Child Account is also appended to the default description text string.
Next: Troubleshooting Bills