Enhancements and fixes to Aria functionality for this release are described below.
Enhancements and fixes to Aria functionality for this release are described below.
8/24/2017
Java 7.0
1024 x 768 or higher
This feature introduces an on-account credit memo functionality. There are now four credit memo options, three of which are On-Account Credit memos and one of which is Invoice-based.
For more information on invoice-based credit memos, refer to Credit Memos.
An on-account credit memo is created and then subsequently applied to open charges. The credit memo initially reduces the general account balance and can later be applied to one or more specific charges across multiple invoices.
To apply the credit memo, you must navigate to the existing credit memo (Payments & Credits > Credit Memo tab) and apply the credit.
The on-account credit memos include the following:
See below for descriptions of each.
The General credit can be applied to any invoice charge line and the total amount is provided by the user. This credit memo type can be used for goodwill for other similar purposes.
The Price Change credit type is used to give credit for a retrospective change in prices. The user supplies an effective date and new price, and the system determines the difference between what had been billed and the new price had that price been used during the intervening period, including any tax amounts.
When you return to the credit memo to apply the amount, you have the flexibility to select a new application category. The initial configuration of the credit memo can be changed at the time of application.
Note: The difference can be positive or negative, but the credit memo process only supports a reduction in price in the form of a credit. It does not support a debit.
The Calculate feature for this credit memo type works as follows:
The Cancellation credit memo is for a retroactive cancellation of a service. By using this type, the user can supply the necessary information (date of cancellation) and the system automatically calculates the amount of the credit, including any applicable taxes, for the customer and returns an amount to the user as the credit amount.
From the Credit Memo tab, you can create a credit memo or view an existing credit memo and see an overview of existing credit memos with Total Amount and Applied Amount of the credit memo. In addition, you can Void the memo from this screen.
Once a credit has been created, it can be voided, applied or revised from the existing credit memo screen.
Note: You cannot void an invoice that has a credit memo associated with it. You must void all associated credit memos before voiding an invoice.
Getting Here: Select an existing account > Payments & Credits > Credit Memos tab
Note: Prior to creating a credit memo, you must configure Reason Codes.
Click New.
Enter a service name, number or plan instance number in the Credit Memo Lines field. Optionally, click Browse to search for and select a service. When browsing for a service, note that you can show/hide columns. The results displayed include the services associated with the Master Plan Instance and the Supplemental Plan services, if applicable.
Note: Selecting the service at this step does NOT apply a credit to the selected service. Selecting the service provides the amounts for the Calculate function described in step c. After the calculations have been completed, you may use the calculated amount or enter a different value.
Note: After you enter an amount, the client tax engine calculates the tax amount that must be credited. Entering the full amount of the line item may not result in a zero invoice balance due to tax calculations.
After a credit memo has been created, it can be applied to the account or voided. Once applied, it can be unapplied or voided.
Getting Here: Select an existing account > Payments & Credits > Credit Memos tab > Select an existing credit memo
This feature improves the overall performance and efficiency of the Statement Manager.
This feature improves the overall performance and efficiency of the Mailer, which sends notifications to customers.
The following APIs have been introduced to support on-account credit memos:
API | Description |
---|---|
apply_cm_m | Applies credit memo line credits to invoice gross line amounts |
unapply_cm_m | Unapplies credit memo line credits from invoice gross line. |
calc_credit_reference_line_m | Provides the credit memo line amount. The credit memo line amount is determined by summarizing the charges for a given service over a stipulated time period. The exact behavior is specified by the credit reference type. |
The following APIs have been updated to support on-account credit memos.
Stage Current
US | https://secure.current.stage.ariasystems.net/api/Advanced/wsdl/12.1/complete_m-doc_literal_wrapped.wsdl |
EUR | None |
Stage Future
Production
US | https://secure.ariasystems.net/api/Advanced/wsdl/12.1/complete_m-doc_literal_wrapped.wsdl |
EUR | https://secure.prod.cph.ariasystems.net/api/Advanced/wsdl/12.1/complete_m-doc_literal_wrapped.wsdl |
Stage Current
US | https://secure.current.stage.ariasystems.net/api/AriaQuery/wsdl/12.1/integration_services_m-doc_literal_wrapped.wsdl |
EUR | None |
Stage Future
Production