Credit Overview

This function is used to update credit quantities and credit values. It also documents the usage of credit quantities and saves the prebilled volumes and values for the next usage billing.

Integration

You can find the credit overview in a usage-based service contract as an assignment block in the service item.

Readings can contain credit quantities, such as test copies made by a service technician. When you enter a reading with a Credit Quantity, the system updates the Credit Qty in the credit overview.

Features

Origin of a Credit Quantity

The credit overview takes the credits from the following sources:

Readings with usage volumes not relevant for billing, also called Credit Quantities
Manual entries (corrections of the credit quantities and credit values for the next billing period, for example, in order to avoid canceling billing documents)
Prebilling (usage volumes billed in advance, such as the usage volume included in the service flat rate)

Only manually created credits can be changed (with the exception of used credits). Used (and partially used) credits cannot be changed.

Validity Period of the Credit Quantity

Credit quantities and credit values have a validity period, which is derived from the following periods:

Meter reading date
Billing period of the billing request item (such as billing period of the service flat rate)
Manually entered validity period

Type of Credit

When you prebill usage-based contracts, the system normally creates credits with type C - Credit. Credits of this type are then used during usage prebilling, for example, when you enter readings.

Pool prebilling only uses credits with type P - Pool Base. Credits of this type are created after usage prebilling. For example, the system saves the gross usage volumes and net usage volumes after usage prebilling. You define when which types of credits are created in Customizing for Pricing. For more information, see Customizing for Customer Relationship Management under Start of the navigation path Usage-Based Service Contract Processing Next navigation step Pricing Assign Usage Functions and Credit Overview End of the navigation path .

Credit Usage Details

You can display the usage credit quantity for an item in assignment block Credit Overview in section Credit Usage Details. The details contain the origin of the credit. The credit may have resulted from an invoice or change processes. In the case of change processes, the system transfers any existing credits to the subsequent item.