Bill Line Items - Default Descriptions - m3ter Documentation

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When 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.

Standing Charge

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

Minimum Spend

• Plan Template:
  • Default DESCRIPTION: Minimum Spend Adjustment
• Plan:
  • Default DESCRIPTION: Minimum Spend Adjustment
• Plan Group:
  • Default DESCRIPTION: Minimum Spend Adjustment
• Pricing:
  • Default DESCRIPTION: Minimum Spend Adjustment

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:
• Compound Aggregation:
  • Default DESCRIPTION:
• Segmented Aggregation:
  • Default DESCRIPTION: + (, , …)
• Custom SQL Aggregation:
  • Default DESCRIPTION: + (<group key/value 1>,< group key/value 2>, …)_

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

Prepayments

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

Accounts

• Charge:
  • Default DESCRIPTION: Ad hoc charge

Balances

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

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.

Warning - Case where Child Account code also shown in description! If you have the Account Plan attached to the Parent Account and set the Account hierarchy billing mode to Bill parent account - bill line item per account, then the Bill for the Parent Account will append both the Child Account name and code to the description text for any Child Account usage charge line items.