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Subscription Charges

The subscription charges page contains the following portlets:

Department Invoices

Displays a view of the current invoice amount for each of the business relationship manager customers in the current and prior fiscal period. The attributes in the portlet derive their information from the following objects:

Data is displayed in a grid format and includes the following columns:

Name

Displays the customer department names from the Department object that the business relationship manager supports. Click a customer name to access the Consumer Dashboard.

ID

Displays the invoice number from the Invoice object. Click an invoice number to access Invoice from the customer department.

Invoice Date

Displays the invoice date from the Invoice object.

Amount

Displays the invoice amount from the Invoice object.

Period

Displays the fiscal period for which the invoice includes charges.

Status

Displays the status from the Invoice object.

Charges by Service Over Time

Displays all the services to which the business relationship manager customers subscribe. Also, the total invoice amounts aggregated for each service over the last six months. The data is displayed as a line graph with one line per service. For example, if a business relationship manager has three services that the customers use, three lines appear with plotted spots for the specified time period. The X-axis displays months and the Y-axis displays cost amounts.

Invoice History

Provides a snapshot of invoice charges for each customer over a six month time period. The charges are aggregated across all services subscribed by the customer. The data is displayed as a line graph with one line per customer. For example, if a business relationship manager has three customers, three lines appear with plotted spots for the specified time period. The X-axis lists the six months backwards, starting from the current date. The Y-axis displays the cost amounts.