Bill Line Items - Default Descriptions

1When setting up priced Product Plans and Prepayment or Balance amounts to apply usage-based or unit-based charges against your end-customer Accounts for consuming Products, there are several places where you have the option to define custom descriptions for Bill line items:

• Plan Templates/Plans: Standing Charge and Minimum Spend descriptions.
• Plan Groups - Standing Charge and Minimum Spend descriptions.
• Pricing - Usage and Minimum Spend descriptions.
• Counter Pricing - Recurring subscription charge descriptions.
• Prepayments - Fee, Usage, and Overage descriptions.
• Balances - Draw-down description, one-off Charge description.
• Accounts - Charge description.

This topic explains how Bill line item default descriptions are compiled if you omit custom descriptions for Bill line items.

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Standing Charge

• Plan Template or Plan:
  • Default DESCRIPTION: Standing Charge
• Plan Group:
  • Default DESCRIPTION: Standing Charge

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Minimum Spend

• Plan Template:
  • Default DESCRIPTION: <Plan Template Product Name> Minimum Spend Adjustment
• Plan:
  • Default DESCRIPTION: <Plan Product Name> Minimum Spend Adjustment
• Plan Group:
  • Default DESCRIPTION: <Plan Group Name> Minimum Spend Adjustment
• Pricing:
  • Default DESCRIPTION: <Aggregation Name> Minimum Spend Adjustment

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Usage

The default descriptions for usage line items are derived from the name of the Aggregation that defines the usage metric used to price the Product Plan.

• Simple Aggregation:
  • Default DESCRIPTION: <Aggregation name>
• Compound Aggregation:
  • Default DESCRIPTION: <Compound Aggregation name>
• Segmented Aggregation:
  • Default DESCRIPTION: <Segmented Aggregation Name> + (<segment value1>, <segment value2>, …)
• Custom SQL Aggregation:
  • Default DESCRIPTION: <Custom SQL Aggregation name> + (<group key/value 1>,< group key/value 2>, …)

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Recurring Charges

The default descriptions for unit-based recurring subscription line items are derived from the different types of counter charges due on Accounts whose Account Plan is priced using a counter:

• Charge type: Counter running total charge:
  • Default DESCRIPTION: Counter Running Total Charge
• Charge type: Counter adjustment debit:
  • Default DESCRIPTION: Counter Adjustment Debit
• Charge type: Counter adjustment credit:
  • Default DESCRIPTION: Counter Adjustment Credit

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Prepayments

• Fee. Two cases:
  • Product selected:
    • Default DESCRIPTION: Prepayment Fee (<Product name>)
  • No Product selected:
    • Default DESCRIPTION: Prepayment Fee (account-wide)
• Usage. Two cases:
  • Product selected:
    • Default DESCRIPTION: Prepayment Consumed (<Product name>)
  • No Product selected:
    • Default DESCRIPTION: Prepayment Consumed (account-wide)
• Overage. Two cases:
  • Product selected:
    • Default DESCRIPTION: Overage Surcharge (<Product name>)
  • No Product selected:
    • Default DESCRIPTION: Overage Surcharge (account-wide)

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Accounts

• Charge:
  • Default DESCRIPTION: Ad hoc charge

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Balances

• Draw-down:
  • Default DESCRIPTION: <Balance name>: Balance Consumed.
• One-off Charge:
  • Default DESCRIPTION: Balance fee charge

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Parent/Child Account Bills - Line Item Descriptions

Default descriptions for line items that appear on Bills where there is a Parent/Child Accounts set up follow the same rules for compiling the DESCRIPTION text, except the name of the Child Account is also appended to the default description text string.