Invoices CALNET 3 User Guide

Transcription

1 Invoices CALNET 3 User Guide Version 2.15 Last Updated: July 2015

2 2015 Verizon. All Rights Reserved. The Verizon name and logo and all other names, logos, and slogans identifying Verizon s products and services are trademarks and service marks or registered trademarks and service marks of Verizon Trademark Services LLC or its affiliates in the United States and/or other countries. Microsoft, Windows, Internet Explorer, and Excel are either registered trademarks or trademarks of Microsoft Corporation in the United States and/or other countries. All other trademarks and service marks are the property of their respective owners.

3 TABLE OF CONTENTS Getting Started SIGN IN VERIZON ENTERPRISE CENTER HOME ACCESS INVOICES INVOICES OVERVIEW View Invoices FILTER INVOICES DOWNLOAD THE INVOICE LIST CUSTOMIZE TABLE COLUMNS DOWNLOAD VIEW INVOICE DETAILS Details and Activity ACTIONS VIEW AN INVOICE Charges Download & Reports Payments HISTORICAL INVOICES View Invoice Images and Detail Files Retrieve Archived Invoices Payments MANAGE PAYMENT METHODS Create New Payment Method Edit/Delete Payment Methods MAKE A PAYMENT PAYMENT HISTORY Inquiries/Disputes SUBMIT AN INQUIRY VIEW BILLING INQUIRIES

4 SUBMIT A DISPUTE Analysis & Reporting STANDARD REPORTS Filter Sort Download Run a Standard Report CUSTOMIZED REPORTS Filter Sort BUILD YOUR OWN REPORT SCHEDULED REPORTS RECENT REPORTS SCHEDULE A REPORT Manage Scheduled Reports Structures CREATE A REPORTING STRUCTURE MANAGE REPORTING STRUCTURES View Users Manage Folders Add Accounts Move Items Manage emedia ACCESS BILLING DATA DOWNLOADS Bill Analysis Data Download (BillManager) Legacy Billing Data Download Direct Data Download MANAGE CUSTOM NOTIFICATIONS New Address Global Data Analyzer (GDA)... A-1 Position Filter/Reporting Tier... A-2 Date Range... A-3 Currency... A-4

5 RUN A GDA REPORT... A-5 Filter Report... A-6 VIEW & UNDERSTAND REPORTS... A-7 Report List... A-7 Report Types... A-8 Base Report...A-8 Line Details...A-9 Call Details...A-10 Sort... A-11 Performance... A-12 Download...A-12 CUSTOM REPORTS... A-13 Training and Documentation... A-1 ACCESS FROM THE VERIZON ENTERPRISE CENTER... A-1 CREATE A TRAINING ACCOUNT... A-2 ENROLL IN TRAINING... A-3 ACCESS TUTORIALS AND USER GUIDES... A-4

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7 GETTING STARTED 21 Sign In 1. Go to The Welcome screen appears. 2. Click Account Login on the menu on the left. The Account Login screen appears. 3. Enter your user name. 4. Click Sign In. The Sign In screen appears. Figure 1-1: Account Login 1-1

8 Getting Started 5. Enter your password. Figure 1-2: Sign In 6. Click Continue. The Verizon Enterprise Center home page appears. 1-2

9 Getting Started Verizon Enterprise Center Home The Verizon Enterprise Center enables you to order, manage, and pay for your voice and data services through one portal. You can access multiple tools 24 X 7 with a single user ID and password. You can also review and pay invoices online, monitor and configure your inbound and outbound network, report on network performance, create trouble tickets, and order Verizon products and services. Figure 1-3: Verizon Enterprise Center Home 1-3

10 Getting Started Access Invoices The Invoices tool is entitlement based. When your account is created, your account team must entitle you to see invoices. Contact your account team if you do not see the invoices you need. Select Manage Account Billing. Figure 1-4: Invoices 1-4

11 Getting Started Invoices Overview The Verizon Enterprise Center Invoices tool enables you to view invoices, generate reports, and pay your bills online. You can view current charges, previous charges and adjustments, providers, legacy invoices, a summary of charges by account, and other billing related information. Other features include: Pay Online - pay your accounts via online payment by credit card (American Express, Discover, MasterCard, or Visa), or Electronic Funds Transfer (EFT) from your checking account. A Pay by Mail option also exists, allowing you to print a remittance slip and mail your check to the appropriate payment center. Reporting and Analysis - analyze invoice reports for specific corporate, location, and service level details, identify exceptions through call record sorting, and make invoice inquiries online. Billing Inquiry - get the status on open tickets for billing discrepancies, questions, and concerns. Notifications - control whether or not to receive an and/or pager notification from eligible billing systems when your online invoice is available. View Historical Invoices - view invoices from up to seven years ago depending on the billing system. You are provided with an online image of your historical invoice. Manage e-media - access any of your billing data downloads. Paperless Billing - manage your paperless subscriptions. 1-5

12 Getting Started 1-6

13 VIEW INVOICES 22 The Invoices page lists all of your invoices. You can sort by recently viewed, search by account number, choose the columns you want displayed, and access additional actions. Figure 2-1: Invoices 2-1

14 View Invoices Filter Invoices You can view the most recent invoices or filter by account number. Figure 2-2: Invoices 1. Select a recently viewed invoice fromthe View by drop-down list. -OR- Enter a full or partial account number in the search field. Click Filter. Additional filter options appear where you can provide more specific information on the type of invoices you want to view. 2-2

15 View Invoices Download the Invoice List You can download your list of invoices to a spreadsheet. Figure 2-3: Download Invoice List 1. Click. A drop-down menu appears. 2. Click Export Table. A pop-up appears at the bottom of the screen. 3. Click Save to save the invoice list to a spreadsheet. The spreadsheet is downloaded and you can open it. 4. Click Open to open the spreadsheet and edit or save it. 2-3

16 View Invoices Customize Table Columns Figure 2-4: Customize Table Columns 1. Click. The Customize Table Columns pop-up appears. 2. Add/remove the columns you want to display in the order list. -OR- Check Use default column settings. 3. Click Apply. 2-4

17 View Invoices Download You can export the invoice table, selected rows, invoices, and the remittance slip. Figure 2-5: Download 1. Click. A drop-down list appears with different options to download. 2. Click Export Table to export your list of invoices to a spreadsheet. Select the rows you want and click Export Selected Rows to export the rows you selected to a spreadsheet. Select the invoice you want and click Invoice to download it. -OR- -OR- -OR- Select the invoice you want and click Remittance Slip to download only the remittance slip. 2-5

18 View Invoices View Invoice Details You can view the details of any invoice, including current balance, last payment amount, and a link to view account details and activity. Figure 2-6: Invoice Details 1. Click + next to an order to expand the details. 2. Click to open or save the order details in PDF or TXT format. 3. Click Make a Payment to pay this invoice. 4. Click Payment History to see the payment history on this account number. 5. Click Update Paperless Billing to choose to receive an electronic invoice instead of a paper invoice. 6. Click VIEW ACCOUNT DETAILS AND ACTIVITY to view the details and activity for the account number (next page). 2-6

19 View Invoices Details and Activity You can view the current balance and the last payment applied for this account number, as well as view invoices. You can also make a payment, access additional actions, edit the billing address, set up recurring payments, or update your paperless billing preferences. There is an additional download option on this page. You can download the payment receipt for an invoice. Figure 2-7: Details and Activity 2-7

20 View Invoices Actions There are several actions available on the Invoices Home page and the Account Details and Activity screen. Click Actions to access links to manage payments, historical invoices, disputes, accounts, inquiries, and e-rate. Note: Instructions on using these functions are included in the other sections in this user guide. Figure 2-8: Actions 2-8

21 View Invoices View an Invoice You can download and view available invoices. The Summary Bill provides access to previous invoices, payments, actions, reports, and inquiries. You can also change the billing address, set up recurring payments, and update your paperless billing preferences. 1. Click next to an invoice number. The Download pop-up appears. Figure 2-9: Download Invoice 2. Select PDF or TXT. 3. Click OK. The invoice is downloaded and the link changes from the invoice number to View Invoice. 4. Click View Invoice. The Summary Bill screen appears. 2-9

22 View Invoices 5. Click Make a Payment to pay this invoice. Figure 2-10: Summary Bill 6. Click Actions to access links to manage payments, historical invoices, disputes, accounts, inquiries, and e-rate. Note: Instructions on using these functions are included in the other sections in this user guide. 7. Click to download the invoice or remittance slip. 8. Select a previous invoice from the Invoice Date drop-down list, if applicable. 9. Click Select Another to return to the Invoices home page to select another invoice to view, if applicable. 2-10

23 View Invoices Charges You can view a breakdown of payments, charges by account, and charges by provider. Figure 2-11: Charges Payments - view payments made on this account, including the date and amount. Summary of Charges by Account- view a summary of charges by account, including the bill date, previous charge, and current charge. Summary of Charged by Provider - view a summary of itemized charges, including calls and taxes. 2-11

24 View Invoices Download & Reports The Download & Reports section within an invoice provides access to various functions you can perform on the invoice. Figure 2-12: Summary Bill - Download & Reports View Invoice Image - open or save the invoice as a PDF. It is an image of your paper bill. View Invoice Image and Detail Files - see invoices older than 13 months for an account. Retrieve Archived Invoices - invoices older than 13 months are archived. You can request to retrieve those invoices for viewing. Once requested, archived invoices are available within 24 hours and accessible for 30 days. View Reports for this invoice - view bill reports for a single account or multiple accounts. Refer to Section 6 for more information. Manage Electronic Media - request your invoices in three different emedia formats: BillManager, Electronic Data Interface (EDI), and VZ450 Direct. You can own multiple profiles to which accounts can be added or deleted. Each profile is associated with a unique media distribution method. Refer to Section 8 for more information. 2-12

25 View Invoices View Invoice Inquiries - you can initiate a bill inquiry if you find a discrepancy on your bill or if you have a question about an invoice. You can them view those inquiries you submitted and track the progress. Refer to Section 4 for more information. View Service Record - view the billing account number and name, service and equipment, service ID, and a summary of products and rates. View Important Messages - view any messages regrading the Verizon Enterprise Center. Payments You can view/edit upcoming payments, payment history, or make a payment by mail. Refer to Section 5 for more information. Figure 2-13: Payments View/Edit Upcoming Payments - view all accounts that are set up for a recurring payment or a scheduled payment. View Account Payment History - view previous payments made on this account. Pay by Mail - open or save the remittance slip in PDF format to mail a payment. 2-13

26 View Invoices Historical Invoices You can view invoice images (image of your paper invoice) and detail files, as well as retrieve archived invoices. Figure 2-14: View Historical Invoices Click Actions on the Billing home page and select an option under Historical Invoices. 2-14

27 View Invoices View Invoice Images and Detail Files 1. Click Actions on the Billing home page and select View Invoice Images and Detail Files. The View Invoice Images and Detail Files screen appears. 2. Enter an account number. Figure 2-15: View Invoice Image and Detail Files 3. Click. A list of invoices for that account number are listed. Figure 2-16: View Invoice Image and Detail Files 4. Click on the months for which you want view details. They become highlighted in red. 2-15

28 View Invoices 5. Click on a month again to unselect it, if applicable. 6. Click Show Details. A table displays at the bottom of the screen listing the invoices for the months you selected. Figure 2-17: View Invoice Image and Detail Files 7. Click view start-zip to submit a request to have the invoice zipped and available for download. The Zip Request pop-up appears. 2-16

29 View Invoices Figure 2-18: Zip Request 8. Enter your Name, , and Phone Number. 9. Click Submit. An notification is sent to you when the request is complete and you can return and download the file. The invoice is available to download for 30 days. 10. Click view next to the invoice on the View Invoice Image and Detail Files screen. The invoice image opens in another browser window. 2-17

30 View Invoices You can view the invoice image in PDF or TXT. The default is PDF. You can also view different pages of the invoice by selecting the page you want from the Table of Contents on the left. Figure 2-19: Invoice Image 2-18

31 View Invoices Retrieve Archived Invoices You can access your invoices for the past seven years. 1. Click Actions on the Billing home page and select Retrieve Archived Invoices. The Retrieve Archived Invoices screen appears. 2. Enter an account number. 3. Click. A list of archived invoices for that account number are listed. Figure 2-20: Retrieve Archived Invoices 4. Click on the month for which you want retrieve invoices. It becomes highlighted in red. 5. Click on the month again to unselect it, if applicable. 6. Click Retrieve Invoices. A pop-up confirmation appears informing you that invoices will be retrieved in 24 hours. 7. After 24 hours, come back to the Retrieve Archived Invoices screen. A list of archived invoices is displayed at the bottom of the screen. 8. Click view next to the invoice you want to view. The invoice image opens in another browser window. 2-19

32 View Invoices 2-20

33 PAYMENTS 23 You can submit/schedule payments, view history and status, and manage payment account information. There are several different ways to access payment options. Click Manage Account Manage Payment Methods at the top of the screen. Click Make a Payment on the Invoices home page or the Summary Bill screen. Click a payment option under Payments on the Summary Bill screen. 1. Click Manage Account Make a Payment at the top of the screen. -OR- -OR- -OR- -OR- Click Actions on the Billing home page and select an option under Manage Payments. Figure 3-1: Access Payments 3-1

34 Payments Manage Payment Methods You can add bank accounts as well as credit/debit cards for making payments. Click Manage Account Manage Payment Methods at the top of the screen to set up accounts to make one time or recurring payments. The Manage Payment Methods screen appears. Create New Payment Method Figure 3-2: Manage Payment Methods 1. Click Create New Method. The Creating a New Payment Method pop-up appears. Figure 3-3: Creating a New Payment Method 2. Select Credit Card/Debit Card or Bank Account from the New Method drop-down list. 3. Enter a name that identifies the method of payment in the Save Method as field. 4. Click Proceed. A screen appears allowing you to enter your credit card or bank account information. 3-2

35 Payments 5. Complete all the fields to add a credit card. 6. Click Add Credit Card. -OR- Figure 3-4: Create a new Credit Card/Debit Card Enter the routing number, bank name, and account number if you are adding a bank account. Click Add Account. The credit card or bank account is added and is listed on the Manage Payment Methods screen. 3-3

36 Payments Edit/Delete Payment Methods Figure 3-5: Manage Payment Methods Click next to a credit card or bank account to edit the information. -OR- Click next to a credit card or bank account to delete it. 3-4

37 Payments Make a Payment You must first add account to make a payment. 1. Select Manage Account Make a Payment at the top of the screen. The Make a payment screen appears. 2. Enter an account number. Figure 3-6: Make a Payment 3. Click. The current bill due for that account number is listed. Figure 3-7: Make a Payment 3-5

38 Payments 4. Click Split Payment if you want to pay a bill using more than one method, if applicable. 5. Click to remove a split payment option, if applicable. 6. Click in the Payment Method field to select or add a payment option. 7. Click View Upcoming Payments if you want to view upcoming payments for this account. 8. Click Proceed to make your payment. 3-6

39 Payments Payment History You can view previous payments from any page in the Billing tool. You have the same functions that you have when viewing invoices. You can download, select the columns you want to view, and filter. Click Payment History on the Billing home page. Click Payment History on the Billing Inquiries screen. -OR- -OR- Click Actions on the Billing home page and select View Account Payment History. Figure 3-8: Payment History 3-7

40 Payments 3-8

41 INQUIRIES/DISPUTES 24 You can initiate a bill inquiry or dispute if you find a discrepancy on your bill or if you have a question about an invoice. You can then view those inquiries you submitted and track the progress. 1. Click Manage Account View Bill Inquiries at the top of the screen. -OR- Click Actions on the Billing home page to access Invoice Inquiries and Disputes. Figure 4-1: Access Inquiries & Disputes 4-1

42 Inquiries/Disputes Submit an Inquiry 1. Click Actions on the Billing home page. A pop-up appears with actions you can perform. 2. Select the inquiry you want to submit. 3. Enter the account number. Figure 4-2: Submit an Inquiry 4. Click. The details you need to provide to submit an inquiry depends on the option you choose. 4-2

43 Inquiries/Disputes Figure 4-3: Create an Inquiry 5. Click Proceed. The Issue Details screen appears. 4-3

44 Inquiries/Disputes 6. Enter the details of your inquiry. 7. Click Proceed to review and submit. Figure 4-4: Issue Details 4-4

45 Inquiries/Disputes View Billing Inquiries You can view your inquiries and track the progress. You have the same functions that you have when viewing invoices. You can download, select the columns you want to view, and filter. 1. Select Manage Account View Bill Inquiries at the top of the screen. -OR- Click Billing Inquires on the Billing home page. Figure 4-5: Billing Inquiries 2. Click on an Inquiry Tracking Number to view the details of the inquiry. The Inquiry Detail screen appears. 4-5

46 Inquiries/Disputes Figure 4-6: Inquiry Detail 3. Click an inquiry number to view other inquiries on this account. -OR- For Working inquiries, Click Add Comment to add comments to the inquiry, if applicable. -OR- Click Problem solved if the issue was resolved and you want to cancel the inquiry. 4-6

47 Inquiries/Disputes Submit a Dispute You can view pending disputes for the bill you are viewing or from the Invoice Inquiries screen if there is a tracking number. Disputes are created by a Verizon account representative based on a billing inquiry submitted by a customer. Approved claims typically appear on the invoice as a credit adjustment between two and three billing cycles from the date the issue is received by bill inquiry. This depends on complexity of the issue and calculating the correct claim amount. Some claims can take up to months, however most are resolved within 60 days. 1. Click Actions on the Billing home page. A pop-up appears with actions you can perform. Figure 4-7: Submit a Dispute 2. Select the type of dispute you want to submit. 3. Enter the account number. 4. Click. The Issue Details screen appears. 4-7

48 Inquiries/Disputes 5. Enter the details of your dispute. 6. Click Proceed to review and submit. Figure 4-8: Issue Details 4-8

49 ANALYSIS & REPORTING 25 You can view bill reports for a single account or multiple accounts. You can also schedule to view a report at a later date, as well as schedule recurring monthly reports. Create a Reporting Structure if you want to view reports for a certain account or group of accounts. Not all reports are available for all invoices. Some reports give you the option to filter for certain types of information, such as the Summary of Current Charges report that enables you to sort by Provider, Summary Account/Provider, Type of Charge, or type of Charge and Provider. 1. Select Manage Account Reports at the top of the page. The Analysis & Reporting screen appears. The upper right corner of the screen displays the structure relative to the reporting functions and allows you to set your reporting position. All reports can be run based on structure and position. The tabs you see on the Analysis & Reporting screen depend on your entitlements: Voice Data & IP, Wireless, and/or Global Data Analyzer. Figure 5-1: Analysis & Reporting 5-1

50 Analysis & Reporting Standard Reports You can run standard reports by category. 1. Select a category and report in the Standard Reports section. -OR- Click the Standard Reports link on the Voice Data & IP tab. The Standard Reports screen appears. Figure 5-2: Standard Reports 2. Select a Category from the drop-down list. The corresponding reports are listed. Agency / Dept / Accounting Codes - charges by department/cost center/accounting code for customers with optional accounting features. Call Analysis & Exception - local, long distance, and toll free calls, sorted/filtered by type, duration, jurisdiction, etc. Charges / Discounts / Adjustments / Payments - overall views of charges, discounts, promotions, payments, adjustments, and other receivables information. Conferencing - summary and detail of audio, net, and video conferencing (U.S. Enterprise only). Data Networking Services - summary and detail of private lines and other data networking services (U.S. Enterprise only). 5-2

51 Analysis & Reporting IP & Security Services - summary and detail of Internet access, IP, and security services and related CPE (U.S. Enterprise only). Inventory - inventories of telephone numbers, circuits, sites, service addresses, and other secondary identifiers. Local and Voice over IP - summary and detail of local (CLEC) and VoIP services (U.S. Enterprise only). Managed & Professional Services - summary and detail of managed, professional, and hosting services (U.S. Enterprise only). Network Access - summary and detail of access services, including remote access (U.S. Enterprise only. Order Activity & Charges - summaries of service order activity and one-time charges such as installation. Outbound Long Distance - summary and detail of outbound long distance services of all call types (U.S. Enterprise only). Summaries Across Services - summaries across all services or within a service family (U.S. Enterprise only). Taxes & Surcharges - federal, state, and local taxes/surcharges, plus federal and state universal service fees. Toll Free / Freephone - summary and detail of toll free, including enhanced routing (U.S. Enterprise only). Total Bill & Payments - current charges, payments, adjustments, and other receivables information (U.S. Enterprise accounts only). Trending Data - month-over-month comparisons of billed charges with up to 13 months of invoices included. Integrated - overall summaries across Verizon Wireless and worldwide Verizon Business invoices with charges sorted by category. 5-3

52 Analysis & Reporting Filter Filtering allows you to limit the items in the table to only those that match the criteria you specify. 1. Click Filter. The Filter pop-up appears. Figure 5-3: Filter 2. Enter a Report Name, if applicable. 3. Enter a Report Description, if applicable. 4. Click Apply. The table reappears and the list of report names is filtered based on the criteria you specified. 5-4

53 Analysis & Reporting Sort You can sort by the columns of your choice. 1. Click Sort. The Sort pop-up appears. Figure 5-4: Sort 2. Select a column and click Ascending or Descending. 3. Repeat as necessary. 4. Click Apply. The table reappears and the list of report names is sorted based on the criteria you specified. 5-5

54 Analysis & Reporting Download You are notified via when your request is complete. You can then retrieve your invoice by clicking the link in your or going directly to the Download Center. 1. Click Download. Your request is submitted and the Invoices home page appears. 2. Click Download Center at the top of the screen. The Download Centers screen appears. Figure 5-5: Download Center 3. Click Requested Downloads to retrieve your recent download requests. 5-6

55 Analysis & Reporting Run a Standard Report 1. Select the Category and Report you want to run in the Standard Reports section on the Analysis & Reporting page. 2. Click Submit. -OR- Click the Standard Reports link on the Voice Data & IP tab. Select the Category. The corresponding reports appear in the report list. Click a report name to run it. Additional options appear allowing you to select basic parameters as to what you want to appear on the report. For example, some reports are designed to run for a specific range of bill dates, while others are designed to be run for a single number. Figure 5-6: Report Parameters 3. Select a Runtime Option. There are currently six runtime options in use: Across Months and Accounts - From Date and Thru Date menus are provided, e.g., Integrated Invoice summary. Across Months for a Single Account - Summary Account, Account, From Date and thru Date, e.g., Fluctuation Report. Across Months for Search - From Date, Thru Date, and Search, e.g., Current Charges Summary. Latest Year for Single Account - Summary Account, Account, and Bill Date, e.g., 13 Month Current Charges by Type of Charge. Single Date for Single Account - Summary Account, Account, and Bill Date, e.g., Monthly Service Charges. Single Month Across Accounts - Summary Account, Account, and Bill Date, e.g., Bill Consolidation Report. 5-7

56 Analysis & Reporting Note: If the number of items in a drop-down menu exceeds 50, a Select Another link to a selection page appears instead of a drop-down menu. 4. Click to run the report. The report appears with the options to filter, sort, download, schedule, and search for data in the table. Refer to pages 6-19 to 6-21 for instructions on scheduling reports. Figure 5-7: Standard Report 5-8

57 Analysis & Reporting Customized Reports The Customized Reports screen allows you to view the reports you created and are listed in alphabetical order unless you resort them. Refer to pages 6-13 to 6-15 for instructions on building your own report. Click View All in the Customized Reports section on the Analysis & Reporting page. The Customized Reports screen appears allowing you to filter, sort and download. 1. Select the custom report you want to view from the Customized Reports section on the Analysis & Reporting page. The report opens on the Analysis & Reporting page. -OR- -OR- Click the Customized Reports link on the Voice Data & IP tab. The Customized Reports screen appears allowing you to filter, sort and download. Figure 5-8: Customized Reports Column Report Name Date Modified Description The Report Name is a link to a report submission page. Displays the date you created or changed the report. 5-9

58 Analysis & Reporting Column Next Scheduled Date Shared Edit Delete Description Displays the date the report is next set to run according to a schedule you set up. Y or N indicates whether the report definition is shared with other users. Click the Edit link to change any report parameters. The Edit Customize Report pop-up appears. Remove a customized report. A pop-up confirmation appears so that you do not accidentally delete a report. 5-10

59 Analysis & Reporting Filter Filtering allows you to limit the items in the table to only those that match the criteria you specify. 1. Click Filter on the Customized Reports screen. The Filter pop-up appears. 2. Filter by name, date, or shared. Figure 5-9: Filter 3. Click Apply. The Filter pop-up closes and the table is filtered according to the criteria you specified. 5-11

60 Analysis & Reporting Sort Sorting allows you to sort the data in the table by the columns of your choice. 1. Click Sort on the Customized Reports screen. The Sort pop-up appears. Figure 5-10: Sort 2. Select a column and click Ascending or Descending. 3. Repeat as necessary. 4. Click Apply. The table reappears and the list of report names is sorted based on the criteria you specified. Note: You run customized reports the same way as standard reports. Additional options appear allowing you to select basic parameters as to what you want to appear on the report. For example, some reports are designed to run for a specific range of bill dates, while others are designed to be run for a single number. Refer to pages 6-7 to 6-8 for instructions on running a report. 5-12

61 Analysis & Reporting Build Your Own Report The Build Your Own Report feature allows you to create a report with global fields as the starting default selection. There are three steps to building a report: name/description, select fields, and filter fields 1. Click Build Your Own Report in the Customized Reports section on the Analysis & Reporting page. The Build Your Own Report pop-up appears. -OR- Click the Build Your Own Report link on the Voice Data & IP tab. The Build Your Own Report pop-up appears. Figure 5-11: Build Your Own Report - Step 1: Customize Report 2. Enter a unique Name for your report. 3. Enter a Description, if applicable. 4. Click Next. The Step 2: Select Fields screen appears. 5-13

62 Analysis & Reporting Figure 5-12: Build Your Own Report - Step 2: Select Fields 5. Select type of report you want to create from the Report Type drop-down list. 6. Select an option from the View By drop-down list to further limit the available fields and field groups, if applicable. 7. Select a grouping from the Field Group drop-down list in the All Available Columns section. if applicable. The available fields that are available for selection are based on the field group you select. 8. Select the columns you want and click the arrow to move them to the Columns Included in Your Report section. Note: You can also remove columns from your report by selecting them from the Columns Included in Your Report and clicking the arrow to move them back to the All Available Columns section. 9. Click Next. The Step 3: Filter Fields screen appears. 5-14

63 Analysis & Reporting Filtering allows you to specify criteria to filter the data you want to include in your report. All fields that you included in the report appear in the filter list. You can use operands for filtering for numeric date and currency fields: = (equals) > (greater than) < (less than) between 10. Specify your filter options, if applicable. Figure 5-13: Build Your Own Report - Step 3: Filter Fields 11. Click Submit. Additional options appear allowing you to select basic parameters as to what you want to appear on the report. For example, some reports are designed to run for a specific range of bill dates, while others are designed to be run for a single number. Refer to pages 6-7 to 6-8 for instructions on running a report. 5-15

64 Analysis & Reporting Scheduled Reports The Scheduled Reports screen contains a list of up to five reports most recently executed by the user via a schedule. The list of reports is generated dynamically each time the page is rendered based on the standard or customized reports you executed most recently via the scheduling function. The ranking is based on real time activity. A message appears stating that no reports are available if no scheduled reports were run. The Scheduled Reports section on the Analysis & Reporting page contains a message that states "No Reports Available". The Scheduled Reports screen has the same Filter, Sort, and Download options as Standard Reports. 1. Click a scheduled report in the Scheduled Reports section on the Analysis & Reporting page to open and view it. Click View All in the Scheduled Reports section on the Analysis & Reporting page. The Scheduled Reports screen appears on the Voice Data & IP tab. -OR- -OR- Click Scheduled Reports on the Voice Data & IP tab. The Scheduled Reports screen appears. Figure 5-14: Scheduled Reports 2. Click on a report name. The Invoices Requested Downloads screen appears. 5-16

65 Analysis & Reporting Figure 5-15: Invoices Requested Downloads 3. Click a report name. The File Download pop-up appears allowing you to open the report or save it in Microsoft Excel. 4. Click Open to open the report. -OR- Click Save to save the report. 5-17

66 Analysis & Reporting Recent Reports Your frequently accessed reports in the Favorite Reports section on the Analysis & Reporting page. Figure 5-16: Analysis & Reporting Click the report you want to run. Additional options appear allowing you to select basic parameters as to what you want to appear on the report. For example, some reports are designed to run for a specific range of bill dates, while others are designed to be run for a single number. Refer to pages 6-7 to 6-8 for instructions on running a standard report. 5-18

67 Analysis & Reporting Schedule a Report You can request any standard or customer report to be scheduled. With the exception of date selections, whichever parameters are currently selected when you click Schedule are used when the report is executed. 1. Select a standard or custom report by clicking the report name. Figure 5-17: Report 2. Click Schedule. The Schedule Report pop-up appears. Figure 5-18: Schedule Report 3. Select Monthly Report. Monthly schedule options are: Start Date - select the first date after which the report is run by the scheduler. (required field). 5-19

68 Analysis & Reporting Run it Every Month On - select the day of the month the report is to be run (1st to 28th). If the dates include a full month, that month is converted to the month immediately previous to the calendar date it is run. If the date depicts a single day, it is converted to the most recent date previous to the calendar date but using the same day (required field). Stop Recurrence On - set the date after which the report will no longer run (required field). -OR- Select One Time Report and select the date you want to run the report. 4. Enter the addresses of the users you want to receive a notification when the report is available for retrieval on the Invoices Requested Downloads page. You will receive an notification automatically. 5. Click Save. 5-20

69 Analysis & Reporting Manage Scheduled Reports 1. Click Scheduled Reports on the Voice Data & IP tab. The Scheduled Reports screen appears. Figure 5-19: Scheduled Reports 2. Click a report name to access the Invoices Requested Downloads screen where scheduled reports are sent. Click Edit next to a scheduled report to change the date parameters or address of those you want notified when a report is ready. -OR- -OR- Click Delete next to a report to remove it from the schedule. 5-21

70 Analysis & Reporting 5-22

71 STRUCTURES 26 A structure is a collection of accounts. You can create your own customized structure of accounts and sub folders, as well as edit, delete, import, and download structures you created. A structure that was created by one user can be shared with other users. The users with whom it is shared can view the accounts added in the structure if they have the entitlements to view them. Two types of structures are available for Verizon Business users: Reporting Structures - A Reporting Position must be defined when a Reporting Structure is created. Set the Reporting Position at the level of a structure, a folder within a structure, or an account to filter accounts that appear in the Analysis & Reporting tool on the Invoices Home page. Billing Structures - A Billing Structure is pre-defined and cannot be created by users. Establishing a Set Position of a structure or account in a structure acts as a filter so only the accounts in that structure are displayed in any Invoices tool (except Analysis & Reporting). For example, if the Set Position is set at a particular folder within a structure, only the accounts within that structure appear in the Account List, Charts & Graphs, Paper Free Billing, etc. Note: Both Verizon Wireline and Verizon Wireless accounts can be used in Billing Structures by users that have both types of accounts. Figure 6-1: Invoices Home Click Reporting Structure at the top of the screen. The Structures screen appears. 6-1

72 Structures Create a Reporting Structure 1. Select Reporting Structure from the Structure Type drop-down list. 2. Click the Admin link. A sub-menu appears. Figure 6-2: Structures 3. Click Create Structure. The Create Structure pop-up appears. Figure 6-3: Create Structure 4. Enter a name in the Structure Name field (required). Names cannot contain characters other than 0-9, a-z, A-Z, hyphen, space, and single quote. Any other special characters are not allowed. 5. Enter a description in the Description field, if applicable. 6. Click Create. Your new structure now appears in the Select Structure drop-down list. 6-2

73 Structures Figure 6-4: Structures 7. Find your new structure in the Select Structure drop-down list. 8. Select the month on which you want to report from the Select Period drop-down list. 9. Click. Options appear that enable you to select accounts to apply to your structure. 10. Click Items Available for Assignment. All accounts available for assignment appear on the right. Figure 6-5: Structures 11. Select the accounts you want to assign to your Reporting Structure. An account cannot be added to more than one structure. 12. Click Add To Folder at the bottom of the screen. The Add to Folder pop-up appears. 6-3

74 Structures Figure 6-6: Add to Folder 13. Select the folder to which you want to add the accounts. 14. Click Add to Folder. The reports you create will be based on the accounts you added to the structure. 6-4

75 Structures Manage Reporting Structures 1. Select Reporting Structure from the Structure Type drop-down list. 2. Click. 3. Select a structure from the Select Structure drop-down list. 4. Select a month from the Select Period drop-down list. 5. Click. The structure options appear. 6. Click the name of the structure. A pop-up appears displaying several tools you can use to manage your structure. View Figure 6-7: Structures Click View Folder Contents to view the criteria you assigned to your structure. This information appears by default when you initially select your reporting structure. This link is useful if you performed another task and want to return to the folder contents. 6-5

76 Structures Users You can share your structures with users to provide them access to specific accounts, or remove users from accessing a structure. 1. Click the name of the structure. A pop-up appears displaying several tools you can use to manage your structure. Click the Users tab. Figure 6-8: Structures - Users 2. Search for users by entering a User ID, First Name, Last Name, and/or in the View Assigned Users filter. 3. Click. Matches appear in the User List from which you can select. -OR- -OR- Click the Share With User button. The Assign to User pop-ip appears. 6-6

77 Structures Figure 6-9: Assign to User 4. Enter a User ID, First Name, Last Name, and/or in the View Assigned Users filter. 5. Click Search. Matches appear in the User List from which you can select. 6. Select the user you want. 7. Click Share With User. This structure is now available to use by user you selected. 6-7

78 Structures Manage Folders You can create sub-folders for your reporting structure. For example, you could create a subfolder to track and categorize accounts or numbers. Figure 6-10: Structures 1. Click the Create Sub Folder link. The Create Sub Folder pop-up appears. -OR- Click the name of the structure. A pop-up appears displaying several tools you can use to manage your structure. Click Create Sub-Folder. The Create Sub Folder pop-up appears. 6-8

79 Structures Figure 6-11: Create Sub Folder 2. Enter a name in the Folder Name field. 3. Enter a description in the Description field. 4. Click Create Sub Folder. The sub-folder now appears under your Reporting Structure. Figure 6-12: Structures 6-9

80 Structures Add Accounts 1. Click the Items Available for Assignment link. A list of available accounts appear. Figure 6-13: Structures 2. Select the accounts you want to add to the sub-folder. Accounts cannot be added to more than one folder. 3. Click the Add To Folder button at the bottom of the screen. The Add to Folder pop-up appears. 4. Select the sub-folder to which you want to add the accounts. 5. Click Add to Folder. 6-10

81 Structures Move Items You can organize your structures by moving sub-folders or accounts. 1. Click the name of the structure. A pop-up appears displaying several tools you can use to manage your structure. 2. Click Move Selected Items to XXX Folder. 3. Select the folder you want to move. Figure 6-14: Structures 4. Click Move. The Move to Folder pop-up appears. Figure 6-15: Move to Folder 5. Select the folder where you want to move the item. 6. Click Move to Folder. 6-11

82 Structures 6-12

83 MANAGE EMEDIA 27 emedia enables you to request your invoices in three different emedia formats: BillManager, Electronic Data Interface (EDI), and Direct Data. You can own multiple profiles to which accounts can be added or deleted. Each profile is associated with a unique media distribution method. emedia distribution is not available for National Summary Statement (NSS) and National Summary Billing (NSB) accounts. Profiles are created by Verizon account representatives for you by request. Each profile has a unique combination of media distribution method and accounts. You can decide which media distribution method is associated with your accounts. 1. Click on an invoice number on the Billing Home page. 2. Click Manage Electronic Media on the left. The Manage emedia screen appears. Figure 7-1: Manage emedia 3. Select the type of invoice want to view from the Invoice Type drop-down list. 4. Select the accounts you want to manage. 5. Select BillManager, EDI 811, or Direct Data from the Select emedia drop-down list. 7-1

84 Manage emedia 6. Select Add selected account(s), Remove selected account(s), or Stop mailing the CD (BillManager only) from the Select Action drop-down list. 7. Select the data you want from the Select Data drop-down list (EDI 811 only). 8. Select the profile to which you are adding or removing the account from the Select profile drop-down list. 9. Click. The account is added/removed. 7-2

85 Manage emedia Access Billing Data Downloads 1. Click the Access Billing Data Downloads link in the Manage Voice, Data & IP emedia section on the Invoices Home page. A pop-up appears with selections. 2. Click BillManager, Legacy Billing File, or Direct Data. Bill Analysis Data Download (BillManager) BillManager is used for bill analysis. To use this tool, you must install it on your computer. With BillManager, you can: Receive your monthly invoices on a CD or download them directly from the Verizon Enterprise Center. Choose the specific billing data you want to view, such as information on Optional Calling Plan, Toll Free services, etc. Customize reports for your billing data using sort, filter, summarize, group, and merge functions. Create, modify, and print both standard and customized reports for a single month or multiple months. Create graphs to reflect billing information. Export data to database, spreadsheet, or word processing applications. Install BillManager 4.0 from a CD-ROM or download it from Verizon Enterprise Center. 7-3

86 Manage emedia A list of the most recent Billing Data files available for download for the Customer ID/ Configuration appears at the bottom of the screen. Click on a File Date to begin download. There are also links on the left side of the screen to download the BillManager software, download data, update Customer IP/configuration descriptions, and take a tutorial. Figure 7-2: Bill Analysis Data Download 7-4

87 Manage emedia Legacy Billing Data Download You can access your legacy billing information for former MCI and former Verizon accounts. Figure 7-3: Legacy Billing Data Download 1. Select the account number from the Account Number drop-down list. 2. Click the Download Legacy Billing Data link on the left side of the screen. The billing data for the selected account appears. 7-5

88 Manage emedia Direct Data Download The Verizon Standard 450 provides billing information across the various Verizon billing systems in a standard format. It is intended to provide a set of data record layouts and definitions so that you can receive and process the data in a standard method regardless of the source system or jurisdiction. Note: Direct Data Download is only available for enterprise customers. 1. Click the Download Direct Data link on the left side of the screen. The From Data and To Date drop-down lists appear. 2. Select the profile ID or customer ID from the Customer ID/Configuration drop-down list. 3. Select the date range for which you want to download data from the From Date and To Date drop-down lists. 4. Click. The matching files appear at the bottom of the screen. Figure 7-4: Direct Data Download 5. Click the File Date to download/view the VZ450 file. 7-6

89 Manage emedia Manage Custom Notifications A billing rule is defined for you automatically when your first invoice is available to view online. You can use Notification Rules to disable the receipt of these notifications or to change the address to which they are delivered. You can view the billing rule, enable it or disable it, or change who is notified. Scroll to the bottom of the page and click the Billing tab. You can also select Billing from the Rule Type drop-down list if you want to search. Figure 7-5: View Rules 1. Click the Manage Custom Notifications link in the Manage Voice, Data & IP emedia section on the Invoices Home page. The Notification Rules tool opens in another browser window. 2. Click the View Rules link at the top of the page. -OR- 3. Click the Invoice Notification Rule Name. -OR- Click the Edit link to the right of the Billing rule. The Billing Rule Details - Invoice Notification screen appears. 7-7

90 Manage emedia Figure 7-6: Billing Rule Details - Invoice Notification 4. Click the Edit Rule button in the top right corner of the screen to change who receives the notification or to modify the notification schedule. The Edit Billing Rule - Invoice Notification screen appears. 7-8

91 Manage emedia Figure 7-7: Edit Billing Rule - Invoice Notification 5. Check any contacts in the list of names/addresses, if applicable. -OR- Enter a name in the Notification Address Name field. 7-9

92 Manage emedia New Address Figure 7-8: Define Alarm Rule - Notification Address 1. Check or Pager as the Delivery Method. The options are expanded to enter an address/pager number and scheduling options. 2. Click the Compare Sample Content link to view samples of alarm notifications delivered via and text pager. 3. Enter the recipient s address, if applicable. 4. Check one of the following options: Send notification any time - notifications are sent any day of the week, and any time of the day. Send notification during my work hours - the work hours are expanded for you to specify a range of days, a time range, and the time zone in which the recipient resides. Send notification on a detailed schedule - the work hours are expanded for you to specify a specific work schedule. You can select certain days, times, and the time zone. 5. Check the Send notification via Pager option, if applicable. 6. Enter the recipient's pager address, e.g., @pageme.com. 7. Check one of the following options: These options are defined the same way as the notification options. 7-10

93 Manage emedia Send Pager notification any time Send Pager notification during my work hours Send Pager notification on a detailed schedule The recipient is saved to your address book and is available in the list of addresses to select. 8. Click the Add New Notification Address (Delivery Method & Schedule) link at the bottom of the page if you do not have any names/addresses created or if you want to add someone who is not already in your list. 9. Click Submit when you are done. A confirmation appears at the top of the screen. The rule is automatically enabled and appears in the list of rules on the Alarms tab. 10. Click the Back to Notification Rules Home link at the bottom of the page. 7-11

94 Manage emedia 7-12

95 GLOBAL DATA ANALYZER (GDA) 2A Note: The Global Data Analyzer (GDA) is for international customers only. The GDA provides reporting functionality for international accounts. Specific application permissions are required to run reports, which are run against a hierarchy the administrator creates and maintains. There are three functions within the Global Data Analyzer, which are covered in this appendix: Manage Reporting Hierarchy, Manage Enrollment, and Request a Report. Click the Global Data Analyzer tab on the Analysis & Reporting screen. Figure A-1: Invoices Home Note: The GDA administrator has the enrollment and hierarchy links available to them. Reporting users only have the ability to request a report. A-1

96 Global Data Analyzer (GDA) The Global Data Analyzer tab lists all international reports. You will only see this tab if you are entitled to GDA reports. International reports display line level detail driven by reporting hierarchies managed by the administrator. Subordinates can be granted access to some or all lines based on assignment by the administrator. These reporting hierarchies are different than the account level reporting structures available to the other functions. These reports target accounts from a non-u.s. based billing system. Position Filter/Reporting Tier You can set the hierarchy position in the header of the Global Data Analyzer tab. This position acts as a filter to limit which lines are included in a report. 1. Click Set Position Filter. The Change Level pop-up appears. 2. Select reporting hierarchy. Figure A-2: Global Data Analyzer - Reports (Header) 3. Select the tier within that hierarchy from the Reporting Tier drop-down list. Report execution is now limited to the lines associated with that hierarchy and tier. The selected tier and any tiers above it are included in the report as columns. NOTE: If you do not select a reporting tier, then the lowest tier of the selected hierarchy is used as a default. A-2