| □ | The Custom Pay Increase Form allows the Value of a Custom Pay Amount, that was entered in a Subscriber's Auto Bill Form, to be modified. |
| • | But a Custom Pay Amount entered in the Rate Box on the Auto Bill Form becomes the permanent Price charged for that service and will not be re-set by the Pay Group Change process. |
| • | When you Check the Custom Pay Amount box, and enter a Price, a Rate Increase information box will appear at the bottom of the Auto Bill Form. |
| • | Understanding the fields in the Rate Increase information box will make using this Custom Pay Increase Form easier. |
Rate Increase information box for Custom Pay Amount
| ▪ | Next Increase - By default, it will be 12 months from the Date of the entry. |
| o | If needed, use the Drop-Down Date Selection Box to enter a different Date for the Next Increase. |
| ▪ | Last Increase - By default, when a Custom Pay Amount is initially entered, it will be set as Date of the entry. |
| o | This is a system maintained field. |
| ▪ | Locked For - By default, it is set at 12 months. |
| o | If needed, a different number of months may be defined for how long this rate is to be Locked. |
| • | In summary, when you will want to manually set the Value (Price) for a service, the Pay Group code method of assigning the Price may be overridden by entering a Custom Pay Amount instead. |
| • | There are reasons to not use the Pay Group code method to assigned a Price for Recurring Services (e.g., a friend or family member price, a special agreement made with the Subscriber, a group rate, etc.). |
| • | Regardless of the reason for establishing the special Custom Pay Amount, eventually there will come a time when it will need to be changed (or at least reviewed). |
| • | This Custom Pay Increase Form is used to review/adjust/increase the originally assigned Custom Pay Amount. |
| □ | On the Main Menu Select File and Choose the Accounts Receivable sub-menu then Click Custom Pay Increase to view the Custom Pay Increase Form shown below. |
| • | This Custom Pay Increase Form is used to view either All or one of several Filtered sets of the Rate Locked Subscribers whose Next Increase Date in the Subscribers' Auto Bill Form have expired. |
| • | There are three methods (see the "Process - Choose an Increase Type to Process Custom Pay Increases" section below) available for resetting the Value (Price) of Custom Pay Amounts: |
| 1. | Change based on a Percentage increase of their existing Custom Pay Amounts, |
| 2. | Change based on an actual Dollar amount increase. |
| 3. | Change by having Custom Pay Amounts Manually reset for individually selected Subscribers. |
Custom Pay Increase Form
| □ | Filter - The first section of the Custom Pay Increase Form allows the User to identify a Filter which will determine which Custom Pay Amounts will be listed for review. |
| • | Filter By - By default, <All> of the Subscribers who have Custom Pay Amounts defined, and whose Next Increase Date is within the Date Range set below, are displayed. |
| • | If the default of <All> Subscribers does not meet your needs, use the Drop-Down Selection List (es) that will be provided next to the Filter By Drop-Down Selection List to Choose the type of Filter required: |
Custom Pay Increase Filter Selections
| • | Billing Cycle - Select the Billing Cycle that is to be used as a Filter: |
Custom Pay Increase Form - Filter By Billing Cycle
| ▪ | The result will be that the Data listed below will only contain those Subscribers which have Auto Bill records that: |
| o | Have Custom Pay Amounts defined |
| o | Have a Next Increase Date that falls within the Date Range set below. |
| • | Billing Frequency - Select the Billing Frequency (i.e., Annually, Bi-Annually, Semi-Annually, Quarterly, or Monthly) to be used as a Filter. |
Custom Pay Increase Form - Filter By Billing Frequency
| ▪ | The result will be that the Data listed below will only contain those Subscribers which have Auto Bill records that: |
| o | Have Custom Pay Amounts defined |
| o | Have the selected Billing Frequency assigned on the Auto Bill Form |
| o | Have a Next Increase Date that falls within the Date Range set below. |
| ▪ | The result will be that the Data listed below will only contain those Subscribers which have Auto Bill records that: |
| o | Have Custom Pay Amounts defined |
| o | Have a Next Increase Date that falls within the Date Range set below. |
| • | Current Amount - Using the field provided next to the Filter By box, enter the exact Amount (only Numbers and a Decimal Point will be accepted) representing the Custom Pay Amount to be used as a Filter. |
| ▪ | The result will be that the Data listed below will only contain those Subscribers which have Auto Bill records that: |
| o | Have a Custom Pay Amount defined on the Auto Bill Form which exactly matches th Amount entered above. |
| o | Have a Next Increase Date that falls within the Date Range set below. |
| • | Date Sold - Using the Drop-Down Date Selection Boxes provided next to the Filter By box, enter the Date Range to be used as a Filter (the default Date Range provided represents the immediate past year). |
| ▪ | The result will be that the Data listed below will only contain those Subscribers which have Auto Bill records that |
| o | Have Custom Pay Amounts defined |
| o | Have a Sale Date (as shown below: the Sale Date that was entered on the Service Information tab of the Subscribers Form) which is within the Date Range defined above |
Subscriber Form - Service Information tab - Sale Date field
| o | Have a Next Increase Date that falls within the Date Range set below. |
| ▪ | The result will be that the Data listed below will only contain those Subscribers which have Auto Bill records that: |
| o | Have Custom Pay Amounts defined |
| o | Have a Next Increase Date that falls within the Date Range set below. |
| • | Division - Select the Division to be used as a Filter, |
| ▪ | The result will be that the Data listed below will only contain those Subscribers which have Auto Bill records that: |
| o | Have Custom Pay Amounts defined |
| o | Have a Next Increase Date that falls within the Date Range set below. |
| • | Last Increase Date - Using the Drop-Down Date Selection Box es provided next to the Filter By Drop-Down Selection List field, enter the Date Range to be used as a Filter (the default Date Range provided represents the immediate past year). |
Custom Pay Increase Form - Filter By Last Increase Date
| ▪ | The result will be that the Data listed below will only contain those Subscribers which have Auto Bill records that: |
| o | Have Custom Pay Amounts defined |
| o | Have a Last Increase Date on the Auto Bill Form which falls within the Date Range defined above |
| o | Have a Next Increase Date that falls within the Date Range set below. |
| ▪ | The result will be that the Data listed below will only contain those Subscribers which have Auto Bill records that: |
| o | Have Custom Pay Amounts defined |
| o | Have a Next Increase Date that falls within the Date Range set below. |
| • | Recurring Start Date - Using the Drop-Down Date Selection Box es provided next to the Filter By Drop-Down Selection List field, enter the Date Range to be used as a Filter (the default Date Range provided represents the immediate past year). |
| ▪ | The result will be that the Data listed below will only contain those Subscribers which have Auto Bill records that: |
| o | Have Custom Pay Amounts defined |
| o | Have a Recurring Start Date on the Auto Bill Form which falls within the Date Range defined above |
| o | Have a Next Increase Date that falls within the Date Range set below. |
| • | Sort Code - Enter the Sort Code to be used as a Filter, |
| ▪ | The result will be that the Data listed below will only contain those Subscribers which have Auto Bill records that: |
| o | Have Custom Pay Amounts defined |
| o | Have a Next Increase Date that falls within the Date Range set below. |
| o | Have the Sort Code that was entered above defined on their Subscribers Form |
| • | Date Range: Identify the Date Range within which the Next Increase Date (defined in the Rate Increase section - see above - of the Auto Bill Form) must fall: |
| • | and Next Increase On between / and - The default Date Range provided represents the next 30 day period starting with Today. |
| ▪ | Using the Drop-Down Date Selection Box es provided, the between (starting with) plus the and (and ending with) Date Range to indicate which of the Next Increase Dates defined in each Subscriber's Auto Bill records may be reset. |
| ▪ | The result will be that the Data listed below will only contain those Subscribers which have Auto Bill records that: |
| o | Have Custom Pay Amounts defined |
| o | Have a Next Increase Date that falls within this Date Range . |
| ► | Note: This Date Range Filter is an "additive filter" which further limits the results from the Filter By parameter(s) set above. |
| • | Refresh - Click Refresh when any Filter parameter is initially entered or has been changed. |
| □ | Data - This section displays the Custom Pay Amount items based on the results of the Filter(s) and Date Range defined above. |
| • | Search - Use this Search function only if the Filter By Filter Criteria does not locate and list the specific Subscriber(s) matching your needs for Custom Pay Amount Rate adjustments |
| 1. | Set the Filter By option to <All>. |
| 2. | Adjust the Date Range as needed. |
Custom Pay Increase - Search dialog
| 4. | The Search dialog will be displayed listing of all Subscriber(s) who have a Custom Pay Amount defined in an Auto Bill Form. |
| ▪ | Search By - Choose the Search Criteria using the Drop-Down Selection List which will help you locate the desired Subscriber: |
Sample of the Custom Pay Increase Search options
| ▪ | Search Value - Type your Search Value entry. |
| • | That Subscriber will be added to the Filtered Selected Data list. |
| ▪ | You may repeat this process as needed to add additional Subscribers to the list. |
| • | Column Headings - The information listed in the Data section of the Custom Pay Increase Form has several columns of information. |
These are:
| • | Subscriber Name - Their Account Name. |
| • | CSID - The Primary CSID for this Account. |
| • | Description - The Description of the service. |
| • | Increase - Check this box if you want this specific record to be increased based on the Increase Type and Value entered below. |
| ▪ | If all of the records that are displayed in the Data section of the Custom Pay Increase Form are to be changed in the same manner, Check the Select All box (see Select All in the "Process - Processing Custom Pay Increases" section below) instead. |
| • | New Amount - When Previewed (see "Preview" in the "Process - Processing Custom Pay Increases" section below), this will be the adjusted amount based on the Increase Type and Value entered. |
| • | Last Increase - The Date of the last (or initial) rate adjustment. |
| • | Next Increase - The Date set for the Next Increase. |
| □ | Process - Choose an Increase Type to Process the required Custom Pay Increase(s). |
Custom Pay Increase Form - Process options
| • | Setting the Increase Type - Select the method to be used for the Custom Pay Increase(s). |
| • | Dollar Value - Click this box if you want to define an exact Dollar Value to be added to the Current Custom Pay Amount being assessed. |
| • | Percentage - Click this box if you want to define a Percentage Increase to be added to the Current Custom Pay Amount being assessed. |
| • | Manual - Click this box if you want to manually define a specific New Custom Pay Amount for selected records. |
| • | Process Choices - The following information explains the proper usage of each Increase Type: |
| • | Increase Value - Enter the Dollar Amount of the increase, the Percentage Rate of the increase, or the actual New Custom Pay Amount: |
| ▪ | Dollar Value - Enter the Dollars and Cents to be added to their Current Custom Pay Amount. |
| o | Example: $5.00 value added on to a $24.95 Custom Pay Amount results in a $29.95 Custom Pay Amount. |
| ▪ | Percentage - Enter the Percentage to be calculated and then added to their Current Custom Pay Amount. |
| o | Example: 5.0% added on to a $24.95 Custom Pay Amount (24.95x.05=1.247 rounded to 1.25) results in a $26.20 Custom Pay Amount. |
| ▪ | Manual - Enter the New Custom Pay Amount to be charged in the New Amt column in the Data section for each record that is to be reset manually. |
| • | Next Increase On - Important: Using the Drop-Down Date Selection Box , enter the Date when the Next Increase should be implemented. |
| • | Select All - Check this box to have all of the Subscriber's Auto Bill records currently displayed in the Data section included in the chosen Increase Type (Custom Pay Increase) process. |
| • | Preview - Once you have made your selection and defined the Increase Type and Value (i.e., Dollar Value of Increase, Percentage Value of Increase, or Manual Amount to be set) for that increase, Click the Preview button to view the results. |
| • | If Manual is selected, there is no Preview option available. |
Generate Rate Increase Preview?
| ▪ | The Preview option does not actually write the Rate Changes to the Auto Bill table. |
| ▪ | Click the Yes button to create the Preview. |
| ▪ | Each record with a Check in the Increase? box will have the New Amt calculated based on the Increase Type and associated entries that were chosen. |
| ▪ | A Preview is displayed to allow the User to Confirm that the Rate Changes created, are what was anticipated. |
| • | If the New Rate being Previewed has been requested earlier than the Next Increase Date listed in the Data section, a Rate Is Locked warning will be presented. |
Rate Locked message
| ▪ | To override the previously set Date of Increase (Click Yes) and the Custom Pay Increase will be implemented immediately. |
| ▪ | To cancel (Click No) the Custom Pay Increase(s) requested will be aborted. |
| • | Use the Post Data option (see below) to actually write the Rate Changes to the Auto Bill table once the Previewed results are acceptable. |
| • | Post Data - Once you are satisfied with the Preview, Click the Post Data button to write this revised payment information to the Auto Bill table. |
| • | Undo - If you are not satisfied with the results of the Preview, Click the Undo button instead and the Data will return to it's original state prior to requesting the Preview. |
Post results to database?
| • | The Post Data Confirmation dialog provides important information for the User. |
| • | Once Confirmed (by Clicking the Yes option), the Rate Change process is implemented and cannot be reversed. |
| ► | Note: This message should be carefully read to assure that the Rate Changes about to be written to the Auto Bill table, along with the Next Increase Date, are what was required. |
| • | Messages - As you selectively Preview and Post revised Custom Pay Increase information, the process is documented in the Messages area. |
Custom Pay Increase Messages dialog
| • | Close - To exit, Click the Close button T on the top right corner of the Custom Pay Increase Form. |
