Transcript No Slide Title

DNLD_Qwest eBilling User Guide
Billing Information - CRIS
Qwest eBilling
July 2003
Contents:
Effective July 17, 2003
• eBilling Overview
• Features
• Guided Tour
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eBilling via Qwest Control
Qwest eBilling provides an online bill management tool for Qwest National Business
Markets and Wholesale customers. The Qwest Control (hereafter referred to as Q
Control) web-site provides a single location for assembling, viewing, and summarizing
both local and long distance invoices in eBill format.
The customer will register to Q Control and establish an enterprise which is the
management tool for grouping billing information for one or more of their Qwest
accounts. The enterprise group will provide the customer with a centralized view of
their account hierarchy as well as access to eBill presentment and eBill Summary
Reporting.
… Qwest now offers our customers with the fastest method of invoice delivery in
a safe and secure environment for all telecommunication services!
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eBill Features
The following capabilities are available to you with eBilling:
•View invoice reports and billing information as it would appear in your paper bill online
eBills will be available for the most recent six months for your Local Services accounts and 12 months for
Long Distance accounts
•Perform a search for specific data within your eBill using your Internet browser
•Cut and paste reports or specific data (that you need for further internal reporting or
analysis) into your desktop applications
•Print any section of your eBill
•Summarize billing information across all accounts and services
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Terms you should know...
Q Control
Q Control is a proprietary Web-based application that provides customers complete management
control over a broad range of Qwest services. Q Control provides its users a comprehensive set of
communications management tools including: eBilling, Local Services, and System Administration.
Q Control allows users to self-register and obtain access to their billing information online.
Enterprise
An enterprise is the customer’s tool for centralizing and managing billing information in Q Control.
An enterprise will be established when a customer registers to Q Control. The enterprise id is a
seven character number and will be required for login to the customer’s enterprise. The customer
will be able to add user’s and change user roles to the enterprise. Customer’s may also establish
more than one enterprise, however, they will not be able to group accounts across enterprises.
Application Refresh
The application refresh button will update your account status after you have added an account,
made a payment, changed an invoice option, etc. Just select the button and your account will
update without having to logout/login to Q Control.
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Login to Q Control
• The screen depicted to the right
is the Q Control home screen.
(type http://control.qwest.com
in your browser)
• The screen is grouped in 3
sections:
- An area used to login
- An area providing a brief
description and welcome to Q
Control
-A ‘News & Reviews’ area
• Users log in using an account #
(enterprise ID), user ID, and
password.
• Upon successfully logging in, a
secure (SSL) connection is made
to Qwest, protecting any data
sent back and forth.
For new users, press the
“Need to Register?” link to
establish an enterprise in Q
Control...
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Self-register to Q Control
Wizard steps...
Step 1: Enter Personal Information
Step 2: Enter Authentication Information
•Basic personal information is required to
establish a UserID for your enterprise.
•Q Control requires you to identify information
from a paper bill dated within the last three
months.
•Registering with a wholesale local account
requires you to enter Account Number, Bill Date,
and Total Amount Due.
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Self-register to Q Control Wizard steps (continued)...
Step 3: Additional Accounts
Step 4: Confirmation
•Q Control allows you to enter more than one
account to your enterprise during the registration
process.
•Once Q Control validates your account
information you are ready for the confirmation
process.
•As a final step, Q Control allows you to verify all
registration information prior to submitting your
request.
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Self-register to Q Control - Final steps
Registration complete!
•Once you submit your request and all account
information is confirmed Q Control provides you
with a new user id and initial password.
•The password should be saved and used when
you login to Q Control for the first time.
Email notification with Login
instructions
•You are sent an email immediately after the
registration process is complete.
•The email includes the Enterprise account
number and login id. (see example below)
•Existing system administrators in the enterprise
receive a separate email identifying you as a
new user in the enterprise.
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Self-registration - Additional Features in Q Control
Bulk Upload
The bulk upload feature is available in step 2 of the login wizard to assist customers
with a large number of accounts. The user may download account information from a
separate file in CSV format. An example of the file format is available for viewing from
the webpage. In addition, Q Control reps with MA roles may assist the customer with
the bulk upload process - the customer need only supply a list of account numbers.
Registering a Mechanized Summary Bill (MSB)
Customers may only register with the summary account number of an MSB. Attempts
to register with a sub-account in an MSB will be rejected and the user will be provided
the summary account number. Once the MSB account is added to an enterprise all
sub-accounts ebills will be available for viewing from the List of Accounts report (or
Subscriber Accounts) in the summary account eBill.
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Enterprise Refresher Rules
Q Control includes a set of business rules to assist the customer in maintaining
accounts in an enterprise. Account changes that occur outside of Q Control will
automatically update the enterprise. Examples as follows:
•MSB
– If a BTN account in an enterprise becomes a sub-account of an MSB not in an enterprise
then the BTN account is removed from the enterprise.
•Entity Final Bill
– Entity final bill is added to enterprise with main account.
•NPA Split / Area Code Conversion
– Modified BTN will be added to the enterprise with original BTN.
Account changes that will not update the enterprise include the following:
•T&F Order
– “To” account is not added to enterprise with “From” account
•Change of Responsibility Order
•Customer Disconnect Service
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Welcome to Q Control
• Once you have logged in
you will see a welcome
message that identifies
you.
• Across the top of the
screen is a menu bar that
allows you to navigate
throughout Q Control.
• In order to go to the
online bill presentment
area press the “eBilling”
button.
Press the ‘eBilling’
option to proceed with
the tour...
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Welcome to ‘eBilling’
• Once you have clicked on the
eBilling button, you will see the
‘About eBilling’ screen.
• You will notice that under the
eBilling button, you have six
eBilling menu choices:
- About - This screen tells you
about the eBilling features in Q
Control.
-View Invoices – This takes you
to your online bills (eBills)
-Pay Bills - This feature is not
available to Wholesale
customers at this time.
-Choose Options – This option
allows you to configure your
account and billing options.
-Ebill Summary Report – This
option allows you to summarize
charges across multiple bills.
-QTA Reports – Provides enhanced reporting across your
Qwest telecommunications services… just for customers on
the Qwest Total Advantage product.
-Ebill Companion™ – Provides the ability to download and
convert billing data into a series of management reports. This
option is currently only available for Long Distance accounts.
Press the ‘View Invoices’ option to proceed with the tour...
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Enterprise Account
List
You may produce your
Enterprise Account List in a
printable PDF file format.
• Upon clicking the View
Invoices button, you will see
the Enterprise Account List
screen.
• The purpose of this screen
is to provide a list of
available eBills in your
enterprise to choose to view.
• Each account listing
includes the Account
number, name and type (i.e.,
Local or Long Distance),
Amount Due Last Invoice,
Amount Due (current), and
View Invoice.
XYZ
XYZ
XYZ
XYZ
XYZ
XYZ
COPRORATION,
CORPORATION,
CORPORATION,
CORPORATION,
CORPORATION,
CORPORATION,
1
2
3
4
5
6
$47,365.53
Press the icon in the ‘View
eBills’ column of the
invoice you wish to view...
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The eBill –Local Services Account
• Upon clicking the View eBills button for a Local
Services account, you will see the eBill.
• Three samples of eBill screens are shown to
the right.
The screen is divided into two parts:
- Menu of Reports
- Report Data
•The left side of the screen provides a menu of
available reports or sections of the eBill.
• The right side of the screen displays the data
for the report or section you have selected.
The top right side of the screen provides links to
prior month eBills.
•Notice that the eBill provides access to all of the
same reports and data as the paper bill.
Please note: Accounts in error held status will
not produce an eBill.
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Mechanized Summary
Bill (MSB)
•Summary eBills provide a
link to each sub-account
eBill in the summary group.
•From the Detail of
Subscriber Accounts report
(Central region example)
you may click on a BTN to
access the sub-account
eBill.
•As noted earlier, subaccounts in an MSB are not
identified in the customers
enterprise account list.
However, all sub-account
charges are included with
the summary bill in the
enterprise.
Press the ‘Choose
Options’ button to
proceed with the tour...
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Choose Options
•The ‘Choose Options’
main screen is divided
into three sections:
»Set or Change Invoice
Delivery Method
»Select Bill Reports
»Request Paper Bill
•The ‘Set or Change
Invoice Delivery Method’
and ‘Select Bill Reports’
options are not available
for Wholesale accounts.
Press the “Request
Paper Bill” option and
proceed to the
following slide…
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Request Invoice Reprint
A simple two step wizard
will initiate your request for
a reprint of the current
month’s bill.
Step 1: Confirm
Business Address
•Q Control displays your
current billing address as
the default address for
your reprint request.
•… or you may enter a
substitute address for
mailing the invoice reprint.
XYZ Corporation:
Step 2 (not shown): Print
Request Submitted
•Your reprint request is
confirmed. You will receive
a one-time bill reprint to
supplement your current
invoice delivery method.
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eBill Summary Reporting
Q Control eBilling allows you to prepare a high-level summary of services and
charges across one or more accounts participating in your enterprise. The eBill
Summary provides an online tool for organizing all your telecommunications services
in one simple report format.
One-month summary reports may be produced interactively for up to 240 accounts in
your enterprise (40 accounts for six-month report). Sub-accounts in a summary billing
arrangement are consider in the count. The report may take up to two minutes to
generate.
Summary report queries that exceed 240 accounts will enter a batch process with
posting of the output file to an eBilling site in your Q Control enterprise. You will be
alerted at the time of the request if the report cannot be generated interactively. The
batch process will be completed no later than the following business day. An email will
be sent notifying you when the report is available.
***Please note, the Summary report is for the customer’s internal use and should not be
used to remit payment for Qwest services.***
Choose the “eBill Summary’ button to review this feature online in the following
slides...
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Prepare an eBill
Summary
A simple three step process
will initiate your request for a
summary report.
Step 1: Select Report Type
•Select from six-month and
one-month options.
•One-month options include
the most recent six months
of billing history.
Step 2: Select Report
Format
•You may prepare your
summary report in HTML or
PDF format.
Click on the red check mark
to select all accounts in your
enterprise.
Step 3: Select
Participating Accounts
•You may select one or
more accounts in your
enterprise.
•MSB accounts will include
all sub-accounts in the
report.
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Ebill Summary - Report
Output
After selecting your report options
just click the “Prepare Report” link to
generate your eBill Summary.
•See sample of the one-month
report to the right. The report
includes a summary of charges for
each Qwest affiliate (e.g., local
services (QC), Qwest wireless, and
other carrier charges) and service
category.
•The six-month report expands the
display to include charges by month
for the most recent six months of
eBills.
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Manage Users and Enterprise Accounts
Q Control has a comprehensive suite of administration tools for managing users and
enterprises.
User Roles in Q Control
•All users who self-register in Q Control to a new or existing enterprise will be provided system
administrator (SA) roles for the enterprise.
– SA’s can add a new user or deactivate a user to the enterprise.
– If a new account is added to an enterprise the SA will have access to that account.
– SA’s can assign an account in the enterprise to a user.
– SA’s can remove accounts from an enterprise.
– SA’s can assign roles to a user. Example: eBilling-View eBills
•Q Control offers the ability for an SA to restrict new user’s from self-registering to an existing
enterprise.
•Ebill adminstrator (EA) roles are similar to SA roles as described above. EA’s will not have access
to other features in Q Control (e.g., Trouble Management, Internet, Data).
•The customer history report provides an SA tool to track all the account movement events for a
specific enterprise.
From the Q Control Home page choose the “System Administration” button to
review this feature online in the following slide...
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System Administration
•From the Q Control Home
screen click on the System
Administration button and you
will see the Manage Users
screen.
•This screen allows an SA to
perform functions using the
various tools icons as follows:
»View user details
»Modify user information
»Reset password
»Deactivate user
»Assign component
»View user accounts
•Additional screens (not
shown) allow SA’s to create
new user’s, manage user
roles, change enterprise id,
and prepare History and Audit
Reports.
•The online SA User Guide
provides a comprehensive
description of how to manage
users and enterprises.
This concludes the sneak peak of eBilling
features at Q Control.
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