The following is a brief description of the typical Batch Process executed during the
processing of the nightly Batch Process Group.
- dbck
- Check the BillMax database for data issues. Some data issues are severe and should be
fixed immediately. Others are warnings that something needs to be looked at.
- managefiles
- Uses a file of XML directives for file retention purposes. The XML file will specify if
files should be compressed and how long they should be retained. As delivered BillMax
uses the file /usr/local/billmax/local/manageFiles.
- closeofday
- The main processing program for BillMax. Uses the systemstate List
item closeofday date to keep track of the last time it ran. This date
is very important for catching up billing if the process was disabled for any reason. The
following functions are performed by closeofday:
- UpdateTaxRates
- Puts into effect scheduled tax rate changes on Tax Items.
- OpenFutureStartdateServices
- Open Services that were created with the Prospective
Status with a Reason of
Future Startdate where the Start Date is
today or in the past.
- OpenDateToReOpenEntities
- Open Accounts, Users and Services that are in Suspended
Status where Date to Reopen/Date to Resume
Billing is today or in the past.
- SuspendExpiredAccounts
- CloseSuspendedAccounts
- SuspendExpiredUsers
- CloseSuspendedUsers
- SuspendExpiredServices
- CloseSuspendedServices
- SuspendExpiredServdefs
- Change the Status of Open
Accounts/Users/Packages/Services and underlying entities to
Suspended where the End Date is today or
in the past.
Change the Status of Open
Service Definitions to No New Users where the End
Date is today or in the past.
- ClearDiscounts
- Remove the relevant Discount information from
Accounts/Users/Packages/Services when Date Discounts Expire
and/or Date Usage Discounts Exipre is today or in the past.
- ChangeToBilling
- Bill the billing changes needed for Service Changes. The actual change may be in
the future, but due to pre-billing, the new rate may need to be assessed earlier.
Billing results in Pending Transactions.
- ChangeToProvisioning
- Execute the provisioning changes needed for a Service Change.
- ChargeForUsage
- Bill for Usage. Billing results in Pending Transactions.
- ResetUsageCounters
- Clear usage counters for Services that have usage collected but not billed.
- ReopenOverUsageServices
- Open Services that were Suspended for over usage if a new term is in effect.
- BillServics
- Bill Services and Packages where the combination of Next Bill
Date and Account Profile Bill Timing setting
indicate that the Service should be billed. Billing results in Pending
Transactions.
- SetNextUsageDates
- Set the Services Next Usage Date where
ChargeForUsage was not used.
- UpdateStaticBalances
- UpdateStaticPastDueBalances
- Update the financial fields stored in the Account table that summarize the
Account's financial status.
- ResetGraceDates
- Clears Accounts' Grace Dates that are in the past.
- SendUsageReports
- Send Usage reports to customers as indicated in Usage Tier Plans.
- PurgeSamples
- Delete billed Usage data based on Usage Tier Plan Purge Sample
Frequency.
- IssueReferralCredits
- Issue referral credits. This results in Pending Transactions.
- AssessLateFeesByMonth
- When applicable, assess Late Fees base on the monthly balance.
- AssessLateFeesByInvoice
- When applicable, assess Late Fees based on each overdue Invoice.
- ResetOverDueCounters
- Clear data tracking late notices if the Account is no longer overdue.
- ReopenOverDueAccounts
- Reopen any Accounts that were Suspended for being overdue but are no longer
overdue.
- ReopenOverDueServices
- Reopen any Service that were Suspended for being overdue but are no longer
overdue.
- SuspendOverDueAccounts
- Suspend overdue Accounts and Services.
- SetFinactivity
- Flag Accounts that have Pending Transactions.
- DoInvoicing
- If applicable, created Invoices from Pending Transactions.
- OpenWaitForPaymentServices
- Open Services that have Status
Wait For Payment of which the billings have been paid.
- WarnCCexpiration
- Send an e-mail to customers who have a credit card on file with an upcoming
expiration date.
- WarnServiceExpiration
- Send an e-mail to customers who have a Service with an upcoming End
Date.
- WarnGraceDate
- Send an e-mail to customers who have a Service with an upcoming Grace
Date.
- CloseNotes
- Close expired Notes.
- CloseExpiredServiceAgents
- Close Service Agent Commission entries that have an End
Date today or in the past.
- NoticeLongSuspendAccounts
- NoticeLongSuspendUsers
- NoticeLongSuspendServices
- NoticeAccountLocks
- NoticeRefundsDue
- NoticeLicenseExpiration
- NoticeUnFundedRefunds
- Generate various system notices that will be output to the log file.
- ProcessNightlyTemplates
- Process any Customer Notices.
- CollectStats
- Collect statistics.
- CleanTrackProcess
- Delete old entries tracking Authorized Users use of BillMax.
- RemovePaymentInfo
- Remove credit card and bank information from Accounts that have been closed the
requisite number of days.
- efpbatch
- There are two process, one for collecting via credit card and debit card, the other for
collecting via electronic check.
- finalize_billing
- Assesses any Document Fees and creates a Billing Statement record
if appropriate. Uses the systemstate List item
finalize_billing date to keep track of the last time it ran. This
date is very important for catching up billing if the process was disabled for any
reason.
- queue_billingdocs
- Creates database records for Invoices and Billing Statements that will be rendered and
sent to the customer via e-mail or print. Uses the systemstate List
item queue_billingdocs date to keep track of the last time it ran for
performance reasons.
- send_documents
- Creates the document XML data, renders the documents and sends them.
- managedocuments
- Uses a file of XML directives for database entry and file retention purposes for
Documents. The XML file will specify how long various Document types should be retained.
As delivered BillMax uses the file
/usr/local/billmax/local/manageDocuments.
