Customer Billing System
Release 2 Overview (Tivoli Usage and Accounting Manager V7.1.2)
Highlights of New Release
1. Reports are generated using Microsoft Reporting Services. You will no longer need the AcitivexViewer on your Client machine to view reports. More robust release of the Application and Database server. Better reliability with less downtime.
This release has been enabled with USDA eAuthentication. If you already have an eAuthentication account then enter your User ID and password and you will be connected to the Customer Billing eAuth an reports, for access to all reports/data Level 2 access is required.
After signing on with your eAuth account you will see a screen similar to that above. If your eAuth account has not already been granted access to the Customer Billing System then you will need to send an email to the NITC Service Desk requesting this access.
Manage Favorite Reports
-‐ you. The list of reports and spreadsheets available is dependant on the group you have been assigned too. Select any reports/spreadsheets that you find most useful. It is easier to find those reports and spreadsheets that you use most often, from your Favorite list, then to look for them in the list of all reports.
click on your favorite report to execute it.
from the Reports dropdown to see a list of all your favorites. You will need to expand (+) the report
Report Parameters Screen
report. The account code options available are dependant on the user-‐id you are logged in with, but for the most part you will be able to generate reports at the MOU, Task Order and Account number
the report generated for. You can enter a date directly or use the calendar icon to select a date from a calendar.
Account Level with Shift Usage Report
The account data that is displayed is based upon the Clients your user-‐id has been given access to. In more detail for each Rate Code by clicking on the unit value.
Drill Down Parameters
to select JOBNAME and Usage Dates.
Drill Down Report
Since I selected JOBNAME as the first identifier, a list of all JOBNAME identifiers is displayed in the Document Map. In the detail portion of the report you will see a list of each Job followed by the Usage Dates (since I had selected Usage Dates as the second identifier).
Earned Report Parameters
This report will summarize by month, the amount billed for each Task Order (or MOU, Agency). If you
Summary for Date Range
Same report as before, but instead of the data being summarized for each month it is summarized for the entire date range. Notice the arrow at the top of the page has changed from a light grey to a dark grey. You can click this arrow and it will take you back to the previous report. You can also select one of the Task Orders and get more detail by account code and rate.
Detail by Account Code/Rate
This report will give you a summary of resource units and money value for each Rate Code within each Account Code. You can export this report to an excel spreadsheet, by selecting Excel from the format drop down and selecting Export. You can also, drill down to get detail information for each Rate Code by clicking on the Rate Code.
Export to Excel
Once the report is opened in...
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