Pre-invoice Validation

Pre invoice validation is used to make sure all the required data are valid and available for the Customer Invoice Creation.

To create a new pre-invoice validation, follow the below steps:
  1. Go to Operations > Client Invoice Administration. Click [Configuration] from Quick Links.
  2. On the Invoice Configuration page, click Invoice Validations.
  3. Click Add on Invoice Validations page.
  4. On the Invoice Validation Detail page, set the details as per your requirement and click Save.

To access pre invoice validaton report, follow the steps below:
  1. On the Customer Summary screen, go to Administration > General > Pre-invoice Validation.

  2. On the Pre-Invoice Validations Report page specify the Date range, Billing Type, LCDName and Validation Type and click List.

CIS supports 35 different types of pre-invoice validations. The most Common amongst them are:

Validation: Alert Consumption Approval

This type of validation applies when Supplier rules state consumption is not approved. This is currently used only in GMC for MCPE Bill Calculations.

Validation: Alert Consumption Type

This type of validation applies if consumption type is an Adjustment or Rollover. This can also be Supplier-specific. Whatever the procedure returns, log in InvoiceBatchDetailValidation.

Validation: Mismatch Meter Reads

This type of validation applies if there is a mismatch in meter reads. It is applicable to the following cases:
  • Previous read exists
  • Meter is non interval
  • Consumption type is not a Rollover. To learn more about Rollover, see Creating and Managing Products.
  • Begin read is not equal to previous end read.

Validation: Mismatch Meter Service Date

This type of validation applies if there is a mismatch in Meter Service Date. This applies to the following cases:
  • Previous read exists
  • Date From is not equal to previous Date To.

Validation: Missing Consumption and Alert Multiple Consumption

This type of validation applies if there is no billable consumption found in billing database and if a meter contains multiple consumptions.

Validation: Missing Rate

This type of validation applies in the following cases:
  • A Customer does not have an active rate.
  • A Customer has an active rate but it is not applied. (No product Rollover)

Validation: Missing TDSP Charges and Alert Multiple TDSP Invoices

This type of validation applies if no tdsp charges are found for a Customer on Supplier consolidated billing mode and if more than one tdsp charges are found on an account.