Charge Info Records

As billing-related activity occurs, the GTV billing platform creates records of all activity. These records are collected and normalized during the Collector Run process in Revenue Management to create charge info records. Charge info records are formatted specifically to be used by posting rules. The posting rules use the charge info records to create transactions.

Charge Info Records can be found by selecting Revenue Management from the Gotransverse action menu and selecting Charge Info Records from the left pane. This will display all charge info records created since the last Collector Run.

Viewing Charge Info Records

To view the collected charge info data:

  1. Select Revenue Management from the Gotransverse action menu .
  2. Select Charge Info Records in the left pane. On the Charge Info Records page, you can find the following details:
    • ID—The unique ID of this charge information record.
    • Created Date—The date when this record was collected.
    • Transaction Type—The associated charge information type.
    • Charge Category—The associated charge category, if any.
    • Billing Account Number—The number of billing account used for collecting the data.
    • Order ID—The ID of the associated order, if any.
    • Service ID—The ID of the associated service, if any.
    • Invoice Number—The number of associated invoice, if any.
    • Charge Amount—The amount of charge collected.
    • Order Amount—The amount of the associated order.
    • Product ID—The ID of the associated product, if any.
    • Product Name—The name of the associated product, if any.

  3. Filtering Charge Info Records

    To filter existing charge info records that are displayed in the table:

    1. Select Revenue Management from the Gotransverse action menu .
    2. Select Charge Info Records in the left pane.
    3. Select Add Filter located at the top of the page.

    4. Complete the following fields in the Create Filter window:

      • Column*—Select one of the following columns to filter the list:
        • Transaction Type
        • Charge Category
        • Created Date
        • Invoice Number
        • Billing Account Number
        • Service ID
      • Filter Condition*—The available option is Equals.
      • Value*—Specify the desired value for filtering.

        (*)Indicates required field

    5. Select Create.

      Once you apply the filter, the table contains only the records limited to the specified filter conditions. The rest of data remains hidden until you remove the filter

      Note: After you have added a filter, you can further limit the results by adding several filters at a time. To add each new filter, follow the procedure above.