Copy and Create a New Usage Event

You can create a new usage event by copying an existing usage event. During the copy and create process, you will be able to edit the original usage event values.

Copying an existing usage event is useful when you want to create a new usage event for a customer. By copying an existing usage event that was already successfully rated, you can see which fields were entered and use that as a guide to ensure any required fields are entered for the new usage event.

Complete the following steps to copy and create a new a usage event:

  1. Select Customer Billing from the Gotransverse application menu Module menu icon.

  2. Click Usage in the left pane.

    Usage Window

    Usage Window

    Click the collapse icon icon in the left pane to hide it. Click the icon to open it.

  3. Search for a usage event. Refer to Search for Usage Event for details.

  4. Click the copy icon icon under the Actions column to open a Copy and Create Usage Event window.

    Usage Events Actions Menu - Copy Icon

    Usage Events Actions Menu - Copy Icon

  5. On the Create Usage Event window, enter the required and relevant usage event details.

    Create Usage Event Window

    Create Usage Event Window

    Required fields are marked with an asterisk.

    • Service Resource Identifier (SRID)* — Enter the SRID. This determines which service the usage event relates to and which usage rules will be used to rate the event. The SRID is assigned to a service when placing an order or when editing a service. Service identifiers are managed in the Resources application. Refer to Resource Management Module for more information.

    • Reference ID — Enter the reference ID. This is a client defined field.

    • Sequence ID — Enter the sequence ID. This is a client defined field.

    • Start Time* — Enter the start time of the usage event. You must enter in a MM/DD/YYYY HH:mm:ss format.

    • End Time — Enter the end time of the usage event. You must enter in a MM/DD/YYYY HH:mm:ss format.

    • Unit of Measure* — Enter the unit of measure (UOM) of the usage event. The UOM must match the UOM of the usage rule used for the SRID. Refer to Create Usage Rule for Product’s Recurring Price for more information.

    • Amount* — Enter the amount of the usage event. This may be a dollar amount or a quantity, depending on the unit of measure.

    • Description — Enter a description for the usage event.

    The required fields listed above are the minimum required for all usage events. Additional fields may be needed to successfully rate the usage event, depending on the usage rules configured for the service, and are not indicated with an asterisk.

  6. In the Additional Fields section, select a field type from the drop-down list, and then enter a value in the corresponding text field. If you need to add more fields, click Add New Field and select a new field from the drop-down list. Enter a value in the corresponding text field. The additional fields available are the same fields found when uploading a usage file (refer to Usage File Management Module).

    Create Usage Event Window - Additional Fields Section

    Create Usage Event Window - Additional Fields Section

    Additional Fields for Usage Event
    Text Fields Numerical Fields Boolean Fields Date Fields

    Text 01

    Number 01

    Boolean 01

    Date 01

    Text 02

    Number 02

    Boolean 02

    Date 02

    Text 03

    Number 03

    Boolean 03

    Date 03

    Text 04

    Number 04

    Boolean 04

    Date 04

    Text 05

    Number 05

    Boolean 05

    Date 05

    Text 06 — This field is populated with the original usage event ID when a new usage event is a copy of an existing event.

    The fields required for the usage rule(s) to successfully rate the usage event will not be indicated with an asterisk.

  7. When all required fields are entered, click the Simulate button to simulate the rating of the usage event. Gotransverse will simulate the rating of the usage event using the usage rule(s) associated with the SRID and display the results.

    The simulated rating that occurs when creating a new usage event is a point-in-time rating. If you attempt to simulate rating a usage event with the same data at a later point in time, the returned charges may be different. This is due to rating being a highly dynamic process dependent on the complexity of the usage rules (tapers, tiering, allowances, multiple stacked rules), potential updates to the lookup tables referenced by these rules, and overall usage volumes.

    If the simulated rating fails, an error message from the rating attempt is returned. You will need to review the usage rules for the service to determine how to best edit the usage event details so that the usage rule can successfully simulate a rating. You cannot create a usage event if it failed the simulated rating.

  8. Click the Create button to finish creating the new usage event. The event will be rated, assigned a new Usage Event ID, and added as a pending charge for the related billing account. Refer to Pending Charges for more information on how to view the new usage events and other pending or manual charges.