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Bill Line Items - Default Descriptions

When setting up priced Product Plans and Prepayment or Balance amounts to apply usage-based or unit-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.

  • Counter Pricing - Recurring subscription charge 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.

Standing Charge

  • Plan Template or Plan:

    • Default DESCRIPTION: Standing Charge

  • Plan Group:

    • Default DESCRIPTION: Standing Charge

Minimum Spend

  • 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

Usage

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>)

Recurring Charges

The default descriptions for unit-based recurring subscription line items derive from the different types of counter charges due on Accounts whose Account Plan is priced using a counter:

  • Charge type: Counter running total charge:

    • Default DESCRIPTION: Counter Running Total Charge

  • Charge type: Counter adjustment debit:

    • Default DESCRIPTION: Counter Adjustment Debit

  • Charge type: Counter adjustment credit:

    • Default DESCRIPTION: Counter Adjustment Credit

Prepayments

  • Fee. Two cases:

    • Product selected:

      • Default DESCRIPTION: Prepayment Fee (<Product name>)

    • No Product selected:

      • Default DESCRIPTION: Prepayment Fee (account-wide)

  • Usage. Two cases:

    • Product selected:

      • Default DESCRIPTION: Prepayment Consumed (<Product name>)

    • No Product selected:

      • Default DESCRIPTION: Prepayment Consumed (account-wide)

  • Overage. Two cases:

    • Product selected:

      • Default DESCRIPTION: Overage Surcharge (<Product name>)

    • No Product selected:

      • Default DESCRIPTION: Overage Surcharge (account-wide)

Balances

  • Draw-down:

    • Default DESCRIPTION: Balance Consumed.

Parent/Child Account Bills - Line Item Descriptions

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.

Warning - Case where Child Account code also shown in description! If you have the Account Plan attached to the Parent Account and set the Account hierarchy billing mode to Bill parent account - bill line item per account, then the Bill for the Parent Account will append both the Child Account name and code to the description text for any Child Account usage charge line items.

Next: Troubleshooting Bills


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