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Selective Billing for Monthly Recurring Charges



Target release

Selective Billing

Epic

PCR360-2256

Document status

DRAFT

Document owner

@a user

Designer

@a user 

Developers

@a user 

QA


Goals

  • Add options for Charge Catalog to allow selecting specific Months to bill MRC Charges

Background and strategic fit

In the Higher Education Space, there is some need for non-standard billing frequency - 9 months out of the year.  This is applicable for buildings only inhabited for 9 months out of the year. For example, dormitories close down during the three summer months. Therefore, we need only bill services and other charges during the months in which they are occupied.

We are looking into adding these selective or blackout charges to PCR-360.  It would be designed only for Monthly Recurring Charges.  Allowing the MRCs to bill for specified months but skip others.  These new Monthly Recurring Charges would not support Forward or Backward Billing, it would bill only during the selected months.

Assumptions

  • Forward Billing will be disabled for Selective Billing MRC

  • Backward Billing will be disabled for Selective Billing MRC

Requirements

Title

User Story

Importance

Notes

1

Add new Selective Billing options to Charge Catalog

  • Selective Billing only available for Monthly Recurring Charges

  • Toggling "Selective Billing" will disable Forward and Backward Billing options

  • Toggling "Selective Billing" will enable the MRC Selective Billing tab

Must-Have

  • Option Toggle: "Selective Billing"

  • Behavior Selector: Do not Bill or Bill Zero

  • Month Selector

2

 Modify Bill Generation process to skip blackout months

 Blackout months are either not Billed or Billed Zero

 Must-Have


User interaction and design

Selective Billing Toggle & Behavior Selector


Month Selector


Questions

Below is a list of questions to be addressed as a result of this requirements document:

Question

Outcome

Will selective Billing Charges also support Forward or Backward Billing?

No, not at this time.

Not Doing

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