Bill Line Items - Default Descriptions

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.

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>)

Prepayments

  • 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)

Balances

  • Draw-down:

    • Default DESCRIPTION: No Default. However, the Start Date and End Date used to define the Balance period are shown under DESCRIPTION.

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.

Next: Troubleshooting Bills