Billing System

Topics: Spreadsheet, Microsoft Excel, Login Pages: 5 (1025 words) Published: April 21, 2013
Customer  Billing  System
Release  2  Overview (Tivoli  Usage  and  Accounting   Manager  V7.1.2)

Highlights  of  New  Release
1. Reports  are  generated  using  Microsoft  Reporting  Services.    You  will  no  longer  need  the   AcitivexViewer on  your  Client  machine  to  view  reports. More  robust  release  of  the  Application  and  Database  server.    Better  reliability  with  less  downtime.


LOGIN  Screen
This  release  has  been  enabled  with  USDA  eAuthentication.    If  you  already  have  an  eAuthentication account  then  enter  your  User  ID  and  password   and  you  will  be  connected  to  the  Customer  Billing   eAuth an   reports,  for  access  to  all  reports/data  Level  2  access  is  required.      

Home  Screen
After  signing  on  with  your  eAuth account  you  will  see  a  screen  similar  to  that   above.    If  your  eAuth account  has  not  already  been  granted  access  to  the   Customer  Billing  System  then  you  will  need  to  send  an  email  to  the  NITC   Service  Desk  requesting  this  access.      

Manage  Favorite  Reports
-­‐ you.    The  list  of  reports  and  spreadsheets  available  is  dependant  on  the  group  you  have  been   assigned  too.    Select  any  reports/spreadsheets  that  you  find  most  useful.    It  is  easier  to  find   those  reports  and  spreadsheets  that  you  use  most  often,  from  your  Favorite  list,  then  to  look   for  them  in  the  list  of  all  reports.

Favorite  List
click  on  your  favorite  report  to  execute  it.

Favorite  Reports
from  the  Reports  dropdown  to  see  a  list  of  all  your  favorites.    You  will  need  to  expand  (+)  the  report  

Report  Parameters  Screen
report.      The  account  code  options  available  are  dependant  on  the  user-­‐id  you  are  logged  in  with,  but   for  the  most  part  you  will  be  able  to  generate  reports  at  the  MOU,  Task  Order  and  Account  number  

the  report  generated  for.    You  can  enter  a  date  directly  or  use  the  calendar  icon  to  select  a  date  from  a   calendar.

Account  Level  with  Shift  Usage  Report
The  account  data  that  is  displayed  is  based  upon  the  Clients  your  user-­‐id  has  been  given  access  to.    In   more  detail  for  each  Rate  Code  by  clicking  on  the  unit  value.    

Drill  Down  Parameters

to  select  JOBNAME  and  Usage  Dates.

Drill  Down  Report
Since  I  selected  JOBNAME  as  the  first  identifier,  a  list  of  all  JOBNAME   identifiers  is  displayed  in  the  Document  Map.    In  the  detail  portion  of  the   report  you  will  see  a  list  of  each  Job  followed  by  the  Usage  Dates  (since  I  had   selected  Usage  Dates  as  the  second  identifier).    

Earned  Report  Parameters

Earned  Report
This  report  will  summarize  by  month,  the  amount  billed  for  each  Task  Order  (or  MOU,  Agency).    If  you  

Summary  for  Date  Range
Same  report  as  before,  but  instead  of  the  data  being  summarized  for  each  month  it  is  summarized  for   the  entire  date  range.    Notice  the  arrow                        at  the  top  of  the  page  has  changed  from  a  light  grey  to   a  dark  grey.    You  can  click  this  arrow  and  it  will  take  you  back  to  the  previous  report.    You  can  also   select  one  of  the  Task  Orders  and  get  more  detail  by  account  code  and  rate.

Detail  by  Account  Code/Rate
This  report  will  give  you  a  summary  of  resource  units  and  money  value  for  each  Rate  Code  within  each   Account  Code.    You  can  export  this  report  to  an  excel  spreadsheet,  by  selecting  Excel  from  the  format   drop  down  and  selecting  Export.      You  can  also,  drill  down  to  get  detail  information  for  each  Rate  Code   by  clicking  on  the  Rate  Code.

Export  to  Excel
Once  the  report  is  opened  in...
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