Atria Service Billing Detail Report

Service Billing Detail Report

Objective

This article describes the service provider billing features in the Atria Service Billing Detail Report   

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Applies to

Introduced in version 12.0.0


Service Billing Detail Report Overview


Purpose of the report

This Service Billing Detail Report presents service billing information at a very low level of granularity, identifying when services were provisioned and de-provisioned and who actioned them, down to the minute.

This information enables service providers to invoice their customers for services consumed for part of the billing month.  The report also identifies which services are billable and non-billable as well as the reason for them not being billed (note this is only displayed in the Excel/API output).

Accessing the report

The report can be accessed by service providers and their customers and is located in the Atria Reports menu item.

Billing Detail Page




Note: Atria provides service providers and their customers with full transparency of all billing items. This enables customers to answer their own billing queries and for both the customer and service provider to access a billing 'single source of the truth'.

Billing Period Data Generation

Billing data is automatically generated at the end of the billing period which must be configured by the Service Provider. All service changes during the month are billable by default and the non-billable exceptions are recorded by applying Service Billing Configuration Rules when the data is generated.

Filtering Billing Period Data

The Service Billing Details report has comprehensive filtering capabilities in the top filter bar. All items are inclusive and further restrict the data after clicking the link. 
Filter items are defined as follows:

Filter Item
Description
Billing Period
The billing month in which services were used. The data for the billing period is automatically generated according to the Billing Period End date which is configured for the service provider. This defaults to the current billing period on entry to the screen but users can select previous billing periods.
Customer
Lists all customers applicable to the currently logged in user. When selected, only billing items related to the selected customer will be displayed.
Service
Lists all available services. Selecting a service will further restrict the data items.
User
A free text box where a specific user UPN can be entered to restrict all records to that user.
Billable
Use these radio buttons to restrict the data to only display items that are billable, non-billable or both.
Action
All service items have an 'action' for the current billing period. Items can either have been provisioned (Added), De-provisioned (Removed) or Carried over from the previous billing period (Carried).
Actioned Date
The date the billing item was added or removed.
Actioned By
The name of the Atria user who performed the add/remove.


Note: Billing Items are always ordered by customer and actioned date with the most recent at the top.


Service Billing Report Page Items



Service Billing Details Page Item
Description
Customer Name
The full name of the customer
Service Name
The name of the billing item service.
Service Plan Name
The name of the service plan if applicable.
SKU
The SKU identifier as set by the service provider. (See the billing setup user guide for instructions on how to set up Product SKUs)
SKU Type
Describes if the SKU applies to a customer or a user.
Billable
Set to Yes or No depending on the billing rules in place.  Search for Billing Summary Report article for more information about billing rules.
Line Description
Describes the Service that is billable.  The service name has a pre-defined pattern. Check-out Billing Display Patterns for more information
User Name
The first name and last name of the user the service applies to where relevant.
UPN
The UPN of the User of the user the service applies to where relevant.
Action
All service items have an 'action' for the current billing period. Items can either have been provisioned (Added), De-provisioned (Removed) or Carried over from the previous billing period (Carried).
Actioned Date
The date the billing item was added or removed.
Actioned By
The name of the Atria user who performed the add/remove.


Billing Detail Data Export

Filtered Service Billing Detail Report data can be exported into Excel by clicking the link in the filter bar. The columns included in the Excel spreadsheet are defined as follows:

Column Name

Applies To

Description

BillPeriodId
All Records
A unique identifier for the billing period
Period Name
All Records
The month and year of the billing period.
Bill Period Start Date
All Records
The date the billing period began.
Bill Period End Date
All Records
The date the billing period ended.
Customer ID
All Records
The internal Atria ID of the customer
Customer Code
All Records
The Atria Customer Code used to identify the Customer.
Customer Name
All Records
The full name of the customer.
Customer Account Code
All Records where configured
The service provider configured billing ID for the customer.
Address1, Address2, Country, Postcode
All Records where configured
The address of the customer.
Email
All Records where configured
Email Address for the customer entity.
Bill Customer ID
All Records
The internal Atria ID of the Customer to be billed for this service item.
Bill Customer Name
All Records
The full name of the customer to be billed for this service item.
Bill Customer Account Code
All Records where configured
The customer billing ID of the billed to customer.
Bill Item ID
 All Records
The internal Atria id of the billing item record.
Service Change ID
All Records
The internal Atria Id of the service change that sourced the billing item record.
UserId
For all users
The internal userid of the user who consumed the service.
UPN
For all users
The UPN of the user who consumed the service.
User Full Name
For all users
The first name and last name of the user who consumed the service.
ServiceID
For all services
The internal Atria ID for the service which has been actioned.
ServiceCode
For all services
Service code for the service which has been actioned.
ServiceName
For all services
The full service name for the service which has been actioned.
Instance Name
For all instantiations of services.
The name of the instance.
Product SKU
For all records where configured.
The service provider configured product SKU for the service. (see Billing Setup User Guide )
SKU Type
For all records
User or Customer
Plan Code
For all services where a plan has been configured.
The name of the plan.
LineDescription
For all records
The predefined line description as defined in Service Billing Display Patterns
Summary Grouping
For all records
Indicates how the item has been grouped up into the service billing summary report.
Billable
For all records
True = Billable, False = Non-billable.
Override Reason
For non-billable records
Details the reason the item was marked as non-billable as defined in the billing rules. (see  Billing Rule Engine User Guide
BillConfigRuleId
For non-billable records
The internal Atria id of the billing rule applied.
Change Type
All records
Either A (added this period), R (removed this period) or C (carried from previous month)
Added by User Name
For all records where change type is A

Removed by User Name
For all records where change type is R

Result Count
For all records
The total count of records exported into the Excel file for QA purposes.

 



























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