Change Bill Frequency- Article no. 1709
Estimated Reading Time: 3 MinutesIntroduction
This process applies to
- CA, OR and WA: change bill frequency on all prepaid accounts
- DC Metro, IL, NY, MA and PA: change Dial-Up bill frequency
- Also includes a small number of older accounts with grandfathered McAfee services on Dial-Up
- Also includes a small number of older accounts with grandfathered McAfee services on Dial-Up
Resolution Steps
Change Bill Frequency when a Work Order is:
Pending
- Confirm Work Order status is: Not Coded with a schedule date 99/99/99
- Enter Customer Occurrence Configuration [OC] in the Task field
- Remember to confirm a new statement has been generated if necessary
- Select the occurrence and click the Services Button
- Enter the new Bill Frequency as one of the following:
- DC Metro, IL, MY, MA and PA (Dial-Up / Grand-fathered McAfee)
- M: Monthly
- S: Pre-paid 6 months
- A: Pre-paid yearly
- 2: Pre-paid 2 years
- M: Monthly
- CA, OR and WA (Non-GPON Symmetrical)
- M: Monthly
- A: Pre-paid yearly
- M: Monthly
- DC Metro, IL, MY, MA and PA (Dial-Up / Grand-fathered McAfee)
- Enter a start date for the new bill frequency when prompted. The customer will continue to bill as they have been until the start date
- If your customer is changing from one pre-paid frequency to another, the frequency must be changed to monthly (M) before it can be changed to the new frequency
- Reschedule and complete the pending work order
Complete
- Enter Customer Statement Configuration Screen [BI] in the Task field
- Highlight the line for the statement with the new dial up product
- Select the appropriate statement and click the Services Button
- Enter the new Bill Frequency as one of the following:
- DC Metro, IL, MY, MA and PA (Dial-Up / Grand-fathered McAfee)
- M: Monthly
- S: Pre-paid 6 months
- A: Pre-paid yearly
- 2: Pre-paid 2 years
- M: Monthly
- CA, OR and WA (Non-GPON Symmetrical)
- M: Monthly
- A: Pre-paid yearly
- M: Monthly
- DC Metro, IL, MY, MA and PA (Dial-Up / Grand-fathered McAfee)
5.Enter a start date for the new bill frequency when prompted. The customer will continue to bill as they have been until the start date
6.Enter to lock in the new frequency
7.If your customer is changing from one pre-paid frequency to another, the frequency must be changed to monthly (M) before it can be changed to the new frequency
Change Bill Frequency for Grand-fathered McAfee Services on a Non-monthly Dial-up Account
- Confirm the work order status is: Not Coded with a schedule date 99/99/99
- Enter Customer Occurrence Configuration [OC] in the Task field
- Remember to confirm a new statement has been generated if necessary
- Select the P/IN occurrence and click the Services Button.
- Enter the new Bill Frequency as the following:
- M: Monthly
- M: Monthly
- Enter a start date for the new bill frequency when prompted. The customer will continue to bill as they have been until the start date
- If your customer is changing from one pre-paid frequency to another, the frequency must be changed to monthly (M) before it can be changed to the new frequency
- Reschedule and complete the pending work order
- The occurrence is listed P/RC and will remain in an open status until the nightly process takes place on the future bill date
Exceptions / Special Conditions
- Confirm the work order status is: Not Coded with a schedule date 99/99/99
- Enter Customer Occurrence Configuration [OC] in the Task field
- Remember to confirm a new statement has been generated if necessary
- Select the P/IN occurrence and click the Services Button
- Enter the new Bill Frequency as the following:
- M: Monthly
- M: Monthly
- Enter a start date for the new bill frequency when prompted. The customer will continue to bill as they have been until the start date
- If your customer is changing from one pre-paid frequency to another, the frequency must be changed to monthly (M) before it can be changed to the new frequency
- Reschedule and complete the pending work order
- The occurrence is listed P/RC and will remain in an open status until the nightly process takes place on the future bill date
Future Bill Forecast
- ICOMS functionality forecasts what the customer's bill looks like for the next 6 months
- Current services, packages, promotions, taxes, etc estimate what each statement total is for the next 6 statements
- Promotion roll-off, rate increases, toll and PPV usage are not taken into consideration in the estimate
- Task FB in the ICOMS Cust Info field shows the account's estimated future billing