Group Billing_Create Bill

A generic structure is defined for “Create Bill” that allows the system to use a common bill detail table to store the most granular level amounts that are then aggregated up to a bill record. The bill detail records are created before the bill as they may be calculated more frequently than the aggregated bill. Bill detail will normally be created at the policy or client level. A bill will normally be created at the client or group customer level and it will collect multiple bill detail records into a single 'bill' entity

Overview

As part of prototype configuration for this feature the following transactions are created and is outlined as below:

GenerateBillDetail - Generates BillDetail record using GenerateBillDetail Business Rule.

GenerateBill - Collects multiple BillDetail records and consolidates to a single Bill record using GenerateBill Business Rule.

MaintainBillDetail - BillDetail record details can be updated or shadowed using MaintainBill Business Rule.

Prerequisites

The PAS user should have access to ‘GenerateBillDetail’, ‘GenerateBill’ and ‘MaintainBillDetail' transactions.

New Items

Transaction name: GenerateBillDetail

Company name: Prototype Group Child Company

Product name: Group Prototype Product

Business rules attached: GenerateBillDetail BR

Transaction name: GenerateBill

Company name: Prototype

Plan name: Customer Plan

Function used: FindBillDetail

Business rules attached: GenerateBill BR

Transaction name: MaintainBillDetail

Company name: Prototype Group Child Company

Product name: Group Prototype Product

Business rules attached: MaintainBillDetail BR

Screen name: BillDetailScreen

Company name: Prototype Group Child Company

Product name: Group Prototype Product

Configuration DetailsGenerateBillDetail Transaction and GenerateBillDetail Business Rule:

It is a Product level transaction which has GenerateBillDetail Business Rule attached to it.Once the GenerateBillDetail activity is processed it generates BillDetail record in the PENDING status based on the details selected by user.

Fields configured in this transaction are outlined below:

BillDueDate: Specifies the Due date of the Bill to be paid

BillDueAmount: Specifies the Due Amount to be paid.

BillGroupType: It is a combo field which will list out the Bill Group types i.e.; Group and Class (Group is set as default).

GroupCustomerGUID: It fetches the GroupCustomer guid of the selected Policy.

Class: It is a hidden field and will be enabled only when 'Class' is selected in the BillGroupType and will list the

ClassGroups associated to Group Customer.

BillEntityType:It is a combo field which will list out the Bill Entity types i.e.; Client, Policy and Segment (Policy is set as default).

Client: It will list out the Clients associated to this policy (Attached to Roles) and will be shown only when 'Client' is selected in the BillEntityType.

Policy: It will fetch the policy number where the activity is added.

Segment: It will list out the Segments available for this policy and will be shown only when 'Segment' is selected as BillEntityType.

GenerateBillDetail transaction which will pass the information like ReceivabaleDueType, BillGroupGUID,

BillGroupType, BillEntityType, BillEntityGUID, BillDueDate, BillDueAmount and BillDetailCreationDate to

GenerateBillDetail Business Rule for creating the BillDetail record.

GenerateBill Transaction and GenerateBill Business Rule:

It is a Customer level transaction which uses FindBillDetail function and also GenerateBill BR is attached to it. GenerateBill transaction will map the list of BillDetail records to a single Bill record and this information will

be available in AsBillDetailGroup table.

Fields configured in this transaction are outlined below:

BillingStartDate: Beginning date for the range of bill detail records to be included and passed to the FindBillDetail activity function.

BillingEndDate: End date for the range of bill detail records to be included and passed to the FindBillDetail activity function.

BillGroupType: It is a combo field which will list out the Bill Group types i.e.; Group and Class (Group is set as default).

GroupCustomer: It fetches the GroupCustomer guid.

Class: It is a hidden field and will be shown only when 'Class' is selected in the BillGroupType and will list the Classes associated to Group Customer.

ThreshholdMinimumAmount: The minimum due amount for a bill detail record to be included and passed to the FindBillDetail activity function.

ThreshholdMaximumAmount: The maximum due amount for a bill detail record to be included and passed to the FindBillDetail activity function.

The GenerateBill transaction has a ReferenceIDMV Math Variable of type Identifier, this is used in case of undo/redo of the activity and also BillOwner type will be same as BillGroup type.

Activity function FindBillDetail is used in the GenerateBill Transaction which outputs an array of AsBillDetail records that should be grouped together to create a Bill.

Information like BillDetailArray, BillOwnerGUID, BillOwnerType and ReferenceID is passed to GenerateBill BR (From Transactionb Math) for the creation of Bill record.

MaintainBillDetail Transaction and MaintainBillDetail Business Rule:

It is a Product level transaction which has MaintainBillDetail BR attached to it. MaintainBillDetail transaction is used to update the amount details of a BilllDetail record or shadowing of the BillDetail record based on user selection.

Fields configured in this transaction are outlined below:

BillDetailGUID: It will list out the BillDetail records which are in the Pending status.

ShadowBillDetail: Is a Checkbox field and can be used to shadow the selected BillDetail record.

ExistingAmount: It will fetch the current Amount on the selected BillDetail record.

NewAmount: It is a user enterable Currency field which will replace the ExistingAmount upon processing of the activity.

MaintainBillDetail transaction which will pass the information like ShadowBillDetail, BillDetailGUID, BillDetailChangeDate and NewAmount to MaintainBillDetail Business Rule in order to perform either update or shadow operation on the selected Bill Detail record.

BillDetailScreen Business Rule:

It is Product level Screen rule. BillDetailScreen defines the dynamic fields available to a bill detail record which will be added in the BillDetailField table.

Company name: Prototype Group Child Company

Product name: Group Prototype Product

Fields configured in this Business rule are outlined below:

BillDetailCreationDate: Creation date of BillDetail record. This field is created and updated in AsBillDetailField upon processing of 'GenerateBillDetail' activity.

BillDetailChangeDate: Change date of BillDetail record is updated or the record gets shadowed based on user inputs and upon processing of 'MaintainBillDetail' activity.

     
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