Billing Manager [R0928]

Special NetSol billing function in limited use. Contact your NetSol representative for more information.

The Billing Manager tracks usage of NetSol's "per-click" modules--that is, LeasePak modules that NetSol's customers pay for on a per-use basis. The specific modules that this function applies to (if any) will depend on your LeasePak license agreement.

Whenever someone uses one of the per-click modules, LeasePak adds a record detailing the transaction to the Billing Manager Interface (rbi) database table. The Billing Manager [R0928], in turn, reports on records from the rbi table.

If per-click modules are part of your LeasePak license agreement, you can run this report interactively or through End of Month (End of Period). When run interactively, you can select a date range for the report. Through End of Month, the report displays records added as of the last End of Month run.

This is a specialized function in limited use. Contact your NetSol representative for more information.

End of Period Billing Manager

You must select the Billing Manager report to run before submitting End of Month (End of Period); running End of Month, turning on the Billing Manager, and then rerunning the same End of Month will not produce a Billing Manager report, since the End of Period report only lists records as of the last End of Month (which LeasePak has just run). In this case, you can still use the interactive report to retrieve the records for the month.

To run Billing Manager during End of Month, use the End of Period modules screen in Portfolio [U0212]: End of Period Customizations to select the EOP module Billing Manager to run. You can leave this set to run each End of Month. Then submit End of Period as usual. LeasePak writes the pN_lpr0928.rpt report file (where N is the portfolio number) to the $top/env/environment/eop directory on the LeasePak server.

Interactive Billing Manager

From the LeasePak main menu, select Reports, Operational [R09], Billing Manager [R0928]. LeasePak displays the first part of the selection criteria screen.

All

Check this box to report on all portfolios. Leave unchecked to report on a specific portfolio.

Port (Portfolio)

Type the specific portfolio number on which to report or click to select from the list.

After selecting 'All' or a specific portfolio, click OK or press Enter to display the second half of the selection criteria.

All

Check this box to include all records in the report, regardless of date. Leave unchecked to report on a specific date range.

Start Date

Type the start of the specific date range using either a MM/DD/YY or DD/MM/YY format, depending on your standard date format.

End Date

Type the end of the specific date range using either a MM/DD/YY or DD/MM/YY format, depending on your standard date format.

After selecting 'All' or a specific date range, click OK or press Enter to run the report.

Report  : R0928                                       EQUIPMENT LEASE DIVISION                                     LEASEPAK UX -
User ID : EDIEL                                           BILLING MANAGER                                                           
                                                                                                                                    
                                                                                                                        SELECTED ALL
                                                                                                                  SELECTED ALL DATES
                                                                                                                                    
                                                                                                                                    
INTERFACE:                                                                                                                          
                                                                                                                                    
DATE      TIME      OPR   APPLICATION    ASSET         LESSEE                                                                       
--------  --------  ----  -------------  ------------  ----------

Field Descriptions

Interface

Displays the name of the per-click module, from the Originating Interface (`orig_intfc_s`) column of the `rbi` table. Each module has its own section on the report.

Date

Displays the date on which someone executed the per-click use, from the Run Date (`d_run_s`) column of the `rbi` table.

Time

Displays the time on which someone executed the per-click use, from the Run Time (`t_run_s`) column of the `rbi` table.

Opr (Operator)

Displays the operator initials of the person (user account) executing the per-click use, from the Operator Initials (`opr_s`) column of the `rbi` table.

Application

Displays the number of the corresponding application or application that was current (if any; this depends on the module) at the time of the per-click use, from the Application (`app_s`) column of the `rbi` table.

Asset

Displays the number of the corresponding pending asset or pending asset that was current (if any; this depends on the module) at the time of the per-click use, from the Asset (`unit_s`) column of the `rbi` table.

Lessee

Displays the number of the corresponding Lessee or Lessee that was current (if any; this depends on the module) at the time of the per-click use, from the Lessee (`les_s`) column of the `rbi` table.

The information contained in this document is the property of NetSol Technologies Inc. Use of the information contained herein is restricted. Conditions of use are subject to change without notice. NetSol Technologies Inc. assumes no liability for any inaccuracy that may appear in this document; the contents of this document do not constitute a promise or warranty. The software described in this document is furnished under license and may be used or copied only in accordance with the terms of said license. Unauthorized use, alteration, or reproduction of this document without the written consent of NetSol Technologies Inc. is prohibited.

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Billing Manager [R0928]

End of Period Billing Manager

Interactive Billing Manager

All Check this box to report on all portfolios. Leave unchecked to report on a specific portfolio.

Port (Portfolio) Type the specific portfolio number on which to report or click to select from the list.

All Check this box to include all records in the report, regardless of date. Leave unchecked to report on a specific date range.

Start Date Type the start of the specific date range using either a MM/DD/YY or DD/MM/YY format, depending on your standard date format.

End Date Type the end of the specific date range using either a MM/DD/YY or DD/MM/YY format, depending on your standard date format.

Field Descriptions

Interface Displays the name of the per-click module, from the Originating Interface (orig_intfc_s) column of the rbi table. Each module has its own section on the report.

Date Displays the date on which someone executed the per-click use, from the Run Date (d_run_s) column of the rbi table.

Time Displays the time on which someone executed the per-click use, from the Run Time (t_run_s) column of the rbi table.

Opr (Operator) Displays the operator initials of the person (user account) executing the per-click use, from the Operator Initials (opr_s) column of the rbi table.

Application Displays the number of the corresponding application or application that was current (if any; this depends on the module) at the time of the per-click use, from the Application (app_s) column of the rbi table.

Asset Displays the number of the corresponding pending asset or pending asset that was current (if any; this depends on the module) at the time of the per-click use, from the Asset (unit_s) column of the rbi table.

Lessee Displays the number of the corresponding Lessee or Lessee that was current (if any; this depends on the module) at the time of the per-click use, from the Lessee (les_s) column of the rbi table.