Write Off

When an account In the Cloud Monetisation Platform, a billing entity that can be used to manage payments on one or more subscriptions or payments for services. An account can hold details such as payments or invoices. has an unpaid balance, it enters into Credit Management to recoup this outstanding balance.

Once the account is in the final stage of the credit control procedure, the amount owed and the account can be written off. Writing off the account sets the balance and overdue amounts on the account to zero. The account type is moved to Written Off as part of the write off credit control procedure, and allows this transaction to be easily identified on the Account Summary screen in AgentView The graphical user interface of the CMP that is typically used by Customer Service Agents to access CMP customer and billing data. In versions prior to CMP 8.0, this was called the CMP GUI..

You can also write off an individual invoice using the Write Off drop down option against the transaction.

Write Off Credit Control Process

To write off an account that has been through the credit control procedure, you can follow these steps when the account is in the write off stage:

• Terminate the invoice

• Process the Acc Move to Write event.

You can view the write off transaction on the Financials > Transactions Lower Panel.

Write Off Individual Invoice

If required, you can write it off from the Financials > Transactions Lower Panel using right-click on the invoice, and selecting Write Off from the drop down list. The outstanding invoice amount is set to zero, and the write off transaction shows in this panel.

Setup the Account Type Movement to Write off event

To process the Acc Move to Write event, you first need to add the account type, and then define the write off workflow event.

Add a Write Off account type

1. From the Business Configuration A module in the CMP Administation console that provides for viewing and modification of business and user applicable system configuration. console, select Credit Management > Account Types from the left-hand menu.

   The Account Type List page is displayed.

2. Add an account type using the Written Off usage The consumption of services, for example a subscriber using call minutes. type.

3. Select Save to save your changes.

Define the Write Off workflow event required

Defining the workflow event consists of three main steps:

1. Adding the action codes

1. From the Business Configuration console, select Workflow > Action Codes from the left-hand menu.

   The Action Code List page is displayed.

2. Select Add.

   The Action Codes > Add Action Code pop-up dialog displays.

   

3. Select the Action Type, and enter the Write Off account type you created in the Action Code field, and then select Next.

   The Add Account Movement Action Code screen is displayed.

4. Complete the required fields, and then Save your changes.

2. Creating the workflow event

1. From the Business Configuration console, select Workflow > Event Types from the left-hand menu.

   The Event Types List screen is displayed.

2. Select Add, and then enter the Event Type Code and Event Type Description fields.

3. Save your changes.

Next, add the Event Code associated with this event type.

1. Select Workflow > Event Codes from the left-hand menu.

   The Event Code List screen is displayed.

2. Select Add.

   From the Event Type drop-down list, select the event type you added previously, followed by the remaining mandatory fields, and select Next.

3. On the final screen, select the checkbox for the level in the CMP Converged Monetisation Platform. The MDS Global product that supports customer care and billing for digital service providers. hierarchy at which a workflow event with the new event code can be raised. And choose the role that can raise a workflow event using the new event code from the Security Level drop-down list.

4. Select Save.

3. Adding the workflow event to the Credit Control Procedure stage

1. From Business Configuration console, select Credit Management > Credit Control Procedures from the left-hand menu.

   The Credit Control Procedure List screen is displayed.

2. Select Add.

3. On the Add Credit Control Procedure screen, enter the mandatory fields. Use the questionmark help for assistance on the entry fields you require.

4. Select Add to add the required stages to the procedure.

   In the following example the Write Off step (stage 50) uses the workflow event ACCM/A998 to write off the outstanding balance, and After Termination Invoice is selected at the Progression Type field requiring the termination invoice to have been generated to progress to this stage.

   

5. Save your changes.

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