EMBARQ

EMBARQ Business Accounts Viewable on the Web User Management Hierarchy Management View Bill Report Management Report Download Data Files Download Page 1 of 37 User Management Screen Overview Adding a New User Editing and Existing User Deleting a User Introduction This documentation is provided to assist the end user in maneuvering and manipulating User Management screens. This interface allows administrators to add, update and delete users in their organization and assign user roles. An organization may have an unlimited number of users with different combinations of user roles. The User Management screens allow the administrator to: Add a new user Update an existing user Delete an existing user Create a User ID Assign user roles The following roles are available when setting up a new user: Billing Administrator Manages the billing hierarchy and can add, move or delete accounts User Management Manages other users in the organization and can assign roles. My Services View account summary and current services View Bill Only View invoices but unable to make changes such as add or delete accounts View and Pay Bill View and pay invoices but unable to make changes to the accounts Access Reports Ability to request reports and download the data Back to User Management Overview Back to Top Capabilities on this screen User Roles Page 2 of 37 Adding a New User Adding a New User The below Step/Action will guide you through adding a new user to an organization: Step 1 2 3 4 5 Action Login to the appropriate organization that requires an additional user. Click on Switch next to the organization name if you want to switch to another organization. Click on My Account>My Organization>User Management>Add User, to add a new user to your organization. If the new user has an existing user ID, enter their user ID and click Continue to add them to the organization. If the new user does not already have a user ID, click on Click here for new user. For a new user ID, enter the First Name, Last Name, User ID and Email Address. Confirm that the information is correct for all other users. Click User ID Rules to learn about naming standards for a User ID. Place a check next to each of the User Roles that you want to give this user. Click User Role Definitions to learn more about each role. Note and Warning: Users with the Billing Administrator role have full access to view and modify the account. Click Continue to save this user profile. A Success message will display stating that the user was successfully added. Back to Top 6 7 8 Back to User Management Overview Page 3 of 37 Editing an Existing User Editing an Existing User The below Step/Action will guide you through updating an existing user: Step 1 2 3 4 5 Action Login to the appropriate organization that requires a user status update. Click on Switch next to the organization name if you want to switch to another organization. Click My Account>My Organization>User Management>Update User to update users in your organization. Enter the employee User ID you want to update and click Continue. Verify the First Name, Last Name, User ID and Email Address of the user you are modifying. Place a check next to each of the User Roles that you want to give this user. Click User Role Definitions to learn more about each role. Note and Warning: Users with the Billing Administrator role have full access to view and modify the account. Remove a check from each of the User Roles that you want to take away from this user. Click User Role definitions to learn more about each role. Click Continue. Click Confirm Details to confirm the changes or click Edit to go back and revise the changes. A Success message will display stating that the user was successfully updated. Back to Top 6 7 8 9 Back to User Management Overview Page 4 of 37 Deleting a User Deleting a User The below Step/Action will guide you through deleting a user that is part of an organization: Step 1 2 3 4 5 6 7 Action Login to the appropriate organization that requires a user to be deleted. Click on Switch next to the organization name if you want to switch to another organization. Click My Account>My Organization>User Management>Delete User to delete a user for your organization. Enter the employee User ID you want to delete and click Continue. Enter the employee‟s email address for verification. Click Continue. Verify the First Name, Last Name, User ID and Email Address for the user you are deleting. Click Delete User to delete the user or Cancel to go back. A Success message will display stating that the user was successfully deleted. Back to Top Back to User Management Overview Page 5 of 37 Manage Hierarchy Screen Billing Hierarchy Example Managing Hierarchy Step-by-Step Directions Overview Introduction This documentation is provided to assist the end user in maneuvering and manipulating the Manage Hierarchy screens. The Manage Hierarchy screen allows the user to: Manage Billing Accounts Assign a user to all Billing Accounts Assign a user to specific billing accounts Manage Business Structure Add Business Structure Create Business Structure Edit Business Structure Delete Business Structure Create a folder within a Business Structure Assign accounts to a folder Assign user specific folder Search for account or folder View Hierarchy Capabilities on this screen Billing Accounts vs. Billing Hierarchy Billing Accounts –the accounts will appear in the same format as the paper invoice under this tab. Billing Hierarchy –the end user may organize accounts in folders that make sense to their business under this tab. Multiple Billing Hierarchy‟s are allowed per user to provide different views of account information. Page 6 of 37 Billing Hierarchy Example Billing Hierarchy Example Example of how you can set up your hierarchy: ABC Company (Org Name) Western Division (Account #1) Southern Division (Account #2) Eastern Division (Account #3) Back to Manage Hierarchy Overview Back to Top Page 7 of 37 Managing Hierarchy Step-by-Step Directions Assign a User to All Billing Accounts Assign a User to Specific Billing Accounts Add Business Structure Create Business Structure Edit Business Structure Delete Business Structure Create a Folder within a Business Structure Assign Accounts to a Folder Assign User Specific Folder Search for Account or Folder View Hierarchy Create an Organization Assign a User to All Billing Accounts The below Step/Action will guide you through assigning a user to all Billing Accounts within the hierarchy: Step 1 2 3 4 5 6 7 8 Action Click on My Organization from the left navigation. Click My Organization>Manage Hierarchy. Click the Billing Accounts tab. Click Users tab from the right pane. Select Unassigned from the drop down. Click the Refresh button. Select User to Assign to Billing Account (selected user will have access to all accounts within the hierarchy). Click Assign. The user is displayed in the right pane and is ready to manage account(s). Back to Top Back To Directions Listing Page 8 of 37 Overview, Continued Assign a User to Specific Billing Accounts The below Step/Action will guide you through assigning a user to specific Billing Accounts within the hierarchy. Step 1 2 3 4 5 6 7 8 9 10 11 Action Click My Organization from the left navigation. Click My Organization>Manage Hierarchy. Click on the Billing Accounts folder. Click on the Folder. Click on (+) to expand the folder Select the Users tab from the right pane. Select Unassigned from the Drop Down. Click the Refresh button. Select the User to Assign to the account (the user will only have access to this account). Click the Assign button. The employee will be displayed on the right pane and is ready to manage the account. Back to Top Back To Directions Listing Add Business Structure The below Step/Action will guide you through adding a new business structure. Step 1 2 3 4 5 6 Action Click My Organization from the left navigation. Click My Organization>Manage Hierarchy. Select the Business Structures tab. Enter the Business Structure Name and Description in the left pane. Click the Create button. The new Business Structure is listed on the left pane. Back to Top Back To Directions Listing Page 9 of 37 Overview, Continued Create Business Structure The below Step/Action will guide you through creating a new business structure. Step 1 2 3 4 5 6 Action Click My Organization from the left navigation. Click My Organization>Manage Hierarchy. Select the Business Structures tab. Enter the Business Structure Name and Description in the left pane. Click the Create button. The new Business Structure is listed on the left pane. Back to Top Back To Directions Listing Edit Business Structure The below Step/Action will guide you through editing a business structure: Step 1 2 3 4 5 6 7 Action Click My Organization from the left navigation. Click My Organization>Manage Hierarchy. Select the Business Structures tab. Select the Name of the business structure to edit. In the right pane, the system displays the attributes currently associated to the selected business structure. Modify one or more attributes of the business structures. Click Update. Back to Top Back To Directions Listing Page 10 of 37 Overview, Continued Delete Business Structure The below Step/Action will guide you through deleting a business structure: Step 1 2 3 4 5 6 7 Action Click My Organization from the left navigation. Click My Organization>Manage Hierarchy. Select the Business Structures tab. Select the Name of the business structure to delete. In the right pane, the system displays the attributes currently associated to the selected business structure. Click the Delete button. Click Confirm. Back to Top Back To Directions Listing Create a Folder Within a Business Structure The below Step/Action will guide you through creating a folder within a business structure. Step 1 2 3 4 5 6 7 8 9 10 Action Click My Organization from the left navigation. Click My Organization>Manage Hierarchy. Select the Business Structures tab. Select the Business Structure you would like to add a folder to. Click (+) to expand the selected business structure. Select the Folder tab in the right pane. Click the Create button. Enter the folder Name and Description. Click the Create button. The new folder is displayed in the left pane. Back to Top Back To Directions Listing Page 11 of 37 Overview, Continued Assign Accounts to a Folder The below Step/Action will guide you through assigning accounts to a folder within a business structure. Step 1 2 3 4 5 6 7 8 9 10 11 12 Action Click My Organization from the left navigation. Click My Organization>Manage Hierarchy. Select the Business Structures tab. Select the Business Structure you would like to add a folder to. Click (+) to expand the selected business structure. Select the Folder you want to add an account(s) to. Click (+) to expand the selected folder. Select Unassigned from drop down in left pane. Click the Refresh button. Select Account(s) to add to the folder. Click the Assign button. Account(s) have been assigned to the selected folder. Back to Top Back To Directions Listing Assign User Specific folder The below Step/Action will guide you through assigning users to a specific folder within a business structure: Step 1 2 3 4 5 6 7 8 9 10 11 12 13 Action Click My Organization from the left navigation. Click My Organization>Manage Hierarchy. Select the Business Structures tab. Select the Business Structure you would like to add a folder to. Click (+) to expand the selected business structure. Select the Folder you want to add an account(s) to. Click (+) to expand the selected folder. Select Users tab in the right pane. Select Unassigned from the drop down in the left pane. Click the Refresh button. Select the User(s) to assign to the account. Click the Assign button. The Employee(s) is now assigned to the selected account(s). The employee can now view all organizational information associated with the account(s). Page 12 of 37 Overview, Continued Search for Account or Folder The below Step/Action will guide you through searching for a billing account or folder within the billing hierarchy: Step 1 2 3 4 5 6 Action Click My Organization from the left navigation. Click My Organization>Manage Hierarchy. Select the Billing Accounts tab. Click the Filter drop down menu and select search by Account or Folder. Enter the search criteria in the Text field. You can search using a wild card by entering an asterisk (*) before the search value. For example: *123 will return all accounts or folders that have the value 123 in the text. Back to Top Back To Directions Listing View Hierarchy The below Step/Action will guide you through viewing the Billing Account Hierarchy. Step 1 2 3 4 Action Click My Organization from the left navigation. Click My Organization>Manage Hierarchy. Select the Billing Accounts tab. Click (+) to expand the hierarchy tree until an account is displayed in the left pane. Back to Top Back to Top Back To Directions Listing Back To Directions Listing Page 13 of 37 View Bill Screen Select and View an Invoice Select and View a Major Account Invoice Perform Reverse Number Lookup View Bill Inserts View a PDF Copy of the Invoice Common Billing Questions Overview Introduction This documentation is provided to assist the end user in navigating through the Interactive Invoice screens. The View Bill screen allows the user to: Select an invoice to view Select the billing cycle (up to three months history) View an interactive invoice View a summary of the monthly invoice Drill down into invoice details Perform reverse number lookup View bill inserts for special saving offers View a PDF copy of your invoice (up to 18 months history) A summary level view of the invoice will be presented first and the following categories may or may not appear depending on the services the user subscribes to: Business bundle – Specific groups of products and services sold together at a discount. Local Service – Products and services not associated with a bundle or package. Data – Examples include PRI, Frame Relay, T1, ATM and Internet DNS. Long Distance – Section only appears if you selected Embarq for your LD carrier. Departments – May include charges for multiple services in the same department. This is only available for major account customers. The total dollar amounts for each category are located on the right and the user may select the dollar amount to drill down into the details. Capabilities on this screen Interactive Invoice Page 14 of 37 Select and View an Invoice Select and View an Invoice The below Step/Action will provide the user detail on viewing the invoice summary and details: Step 1 2 3 4 5 Action Select an organization and click the Go button. Select an account in the organization hierarchy. Select a Billing Period in the drop down box. On the left navigation bar click View Bill link and the invoice will display on the screen. On the left navigation bar click Local Summary to navigate back to the summary view. Back to Top Back to View Bill Overview Select and View a Major Account Invoice Select and View a Major Account Invoice The below Step/Action will provide the user detail on viewing the major account invoice summary and detail: Step 1 2 3 4 5 6 7 Action Select an organization and click the Go button. Select a major account in the organization hierarchy. Select a Billing Period in the drop down box. On the left navigation bar click My Account link. On the left navigation bar click View Bill link and the invoice will display on the screen. On the left navigation bar click on Total Billing by Department link. On the left navigation bar click on Local Summary to navigate back to the summary view. Back to Top Back to View Bill Overview Page 15 of 37 Perform Reverse Number Lookup Perform Reverse Number Lookup The below Step/Action will provide the user detail on performing reverse number lookup: Note: Only valid for numbers residing in Embarq territory. Step 1 Action Click on the Long Distance telephone number and the name and location will appear if the number resides in Embarq territory. Back to Top Back to View Bill Overview View Bill Inserts View Bill Inserts The below Step/Action will provide the user detail in viewing bill inserts for special saving offers: Step 1 2 Action On the left navigation bar click on Bill Insert link. Select a bill insert to view. Back to Top Back to View Bill Overview View a PDF Copy of the Invoice View a PDF Copy of the Invoice The below Step/Action will provide the user detail on viewing a PDF or paper copy of the invoice online: Step 1 2 3 Action Click on My Bills. Select the correct invoice date. Select either View Summary bill in PDF format or View bill in PDF format. Back to Top Back to View Bill Overview Page 16 of 37 Common Billing Questions What Are Prorated Charges? What Are Embarq Bundles? What Are Service Connection Fees? What Are the Taxes and Surcharges on My Invoice? What Are Dish/Entertainment Charges? How are Wireless Plan Minutes Calculated? What Are Minimum Billing Charges? What are Restoration Charges? What are Third Party Charges? What Are Prorated Charges? “Prorated Charges” occur any time you make changes to the products and services that you receive from EMBARQ. This is due to the fact that all recurring charges (such as your phone service) are billed one month in advance. When you add a new service or make changes to an existing service, your next invoice will reflect these new charges for the current month (a partial month of service) as well as a full month of charges for the following month of service. For example, if you established service in the middle of the month and your normal invoice cycle occurs at the beginning of the month; your invoice will reflect charges for the remainder of the current month plus a full month of charges for the following month. Although “Prorated Charges” can result in a larger than normal invoice, please be assured that subsequent invoices will be consistent with your expectations. What Are Embarq Bundles? Back to Billing Questions Back to Top EMBARQ sells specific groups of products and services together as “Bundles”. These Bundles are usually sold at a discount to the customer. These charges are displayed in a specific section on the invoice. Within this section you will find the amount you saved by purchasing these products and services in a bundle. Notes: If you have multiple telephone numbers with a bundle they will be detailed sequentially by telephone number. In certain states EMBARQ is required to show hot much of the solution is “Non-Regulated, Deniable or Non-Deniable”; this would be noted directly under the bundle description. Back to Billing Questions Back to Top Page 17 of 37 What Are Service Connection Fees? Service Connection Fees are one-time charges, charged to the customer for establishing services. Examples of these are the wireless activation fee, High Speed Internet connection fees, etc. The “Additional Charges” subsection of the invoice will provide detail to any one time charges. Back to Billing Questions Back to Top Many jurisdictions impose taxes and fees on the purchase of telecommunications services, data services, and sales of equipment. The “Government Fees and Taxes” section of your invoice consists of various taxes and fees imposed by taxing jurisdictions associated with your service address. These taxes and fees are imposed at various levels, including federal, state, county, city/town and district. A short description follows each line item to provide additional information about the taxing authority that imposes the tax or fee. The “Surcharges and Fees” section of your invoice consists of charges that EMBARQ is authorized to pass through to the customer. These surcharges represent governmental subsidies or other cost recoveries. A short description follows each line item to provide additional information about the purpose of the surcharge or fee. What Are the Taxes and Surcharges on My Invoice? What Are Dish/ Entertainment Charges? Back to Billing Questions Back to Top If you have chosen to conveniently have your DISH Network® charges billed with your EMBARQ™ products and services, they will appear in the “Entertainment” section of your invoice. Within this section you will find a description of the recurring products and services you have subscribed to such as “America‟s Top 100” or “Additional Receivers.” You could also find promotions, credits, or movies/events you viewed in the last month. This is all displayed in a two column format. The first column provides the charge description on the first row and then the date or span of date of services. The second column provides the charge of the product or service described in first column. Page 18 of 37 How are Wireless Plan Minutes Calculated? Proration of Wireless Plan Minutes Any time you establish or change your wireless plan, prorated charges and wireless plan minutes will be recalculated and displayed in the wireless section of the invoice. These wireless plan minutes are calculated using the following method. Proration Calculation for Wireless Plan Minutes The number of minutes you would have available when establishing or changing a wireless plan is calculated in the following manner: (Number of days of service) divided by (Number of days in the billing system calendar) multiplied by (the number of minutes in plan). For example: You established a wireless plan with 200 anytime minutes on the 16th of July and your wireless invoice cycle ran on the 25th of July. Take the 10 days the service was active, divided by the 31 days in July and multiply by 200 minutes (10 days/31 days)*200 minutes in plan = 65 minutes prorated for those 10 days. *Note: Use the date that your service was established in the wireless portion of the invoice and not the date at the top of the invoice. The date at the top of the invoice is the date the invoice is printed and not the billing date for wireless. What Are Minimum Billing Charges? Back to Billing Questions Back to Top There is a 30-day minimum billing charge for all service. If you disconnect service or any portion of the service before the initial 30 days expire, they are billed for the full month. Exceptions include transfers of service during the first 30 days, and promotions for Call Center Framework, which include a “free 1-month trial”. Back to Billing Questions Back to Top Restoral fee is a fee charged to the customer for restoration of service after it was disconnected for non-payment. Restoral fees are tariff charges in the states where EMBARQ provides Local service. In fact, failure by EMBARQ to apply the fee, indiscriminately and consistently, could result in Public Utility Commission violations. Back to Billing Questions Back to Top What are Restoration Charges? Page 19 of 37 What are Third Party Charges? EMBARQ provides billing and collection services on behalf of other telecommunication companies. Examples of these types of charges are Long Distance charges from other companies besides EMBARQ Long Distance, Collect Calls, 900 calls, etc. If you have charges from one of these companies that EMBARQ has a billing and collection relationship with, the charges will appear on the new page titled “Third Party Providers.” On this page you will find: EMBARQ billing on behalf of disclaimer statement Contact information for the third party provider Date of invoice cycle Summary of Credits Summary of Charges Usage detail Taxes billed by the Third Party provider Note: If you have additional questions on these charges please contact the provider listed under contact information for that provider. Back to Billing Questions Back to Top Page 20 of 37 Report Management Screen Overview Step-by-Step Instructions Detailed Report Information Regular Account Customers Detailed Report Information Major Account Customers Introduction This documentation is provided to assist the end user in maneuvering and manipulating the Report Management screen when requesting and scheduling their reports. The Report Management screen allows the user to: Request a variety of reports Schedule the frequency Establish email notifications Invoice Detail Report Presents the monthly invoice in CSV (comma separated value) format Account Activity Report Provides a list of the last month’s service order activity including any associated charges and credits. Taxes and Surcharges Report Details all invoiced taxes and surcharges. Customer Service Report Provides information on all products and services billed on a monthly recurring basis. Product Detail Report Presents all monthly recurring charges sorted by product type. Primary Interexchange Carrier Report Identifies the Interlata and Intralata carrier assigned to each individual line on the account. Capabilities on this screen Report Types Page 21 of 37 Overview Continued Report Frequency and limitations A specific account must be selected before the report frequency is established. The following reports may be requested on a monthly basis. This report is generated on your bill cycle run date (the date your bill prints): Invoice Detail Report Account Activity Report Taxes and Surcharges Report The following reports may be scheduled at any time: Customer Service Record Report Product Detail Report Primary Interexchange Carrier Report All reports may be requested one time or on a monthly recurring basis. Reports can only be requested every 7 days per account number. If a user requests a report that was already run in the past week a message will appear on the screen to proceed to the report download page to access the report. This situation may occur if another user in your organization requested the same report. Email and delivery of reports Email address(es) will be required to deliver notification of report readiness. Multiple email addresses may be entered and will be used to notify the user when the report is ready to review and download. This is generally the next business day. A link will be provided in the email, by clicking on this link the end user will be taken to the sign on screen where their report can be viewed. (www.embarq.com/business) Download Capabilities Reports will be presented in CSV format but each user has the ability to download the requested report into Excel or Access for their records. Back to Report Management Overview Back to Top Step-by-Step Instructions Page 22 of 37 Scheduling reports The below Step/Action will guide you through scheduling your reporting criteria. Step 1 Action Click on Report Management to display a page allowing the selection of an account, report, recurring reports and notification options. 2 Click Select Account dropdown to choose the account the report is to be generated from. All accounts tied to your organization will be displayed. Note: To add additional accounts to the list proceed to Modify Organization. 3 If the Invoice Detail, Account Activity or Taxes and Surcharges Reports are desired, place a check mark in either the One Time or Monthly column. By selecting „monthly‟ your report will be generated monthly on your bill cycle. By selecting „one time‟, you report will only be generated one time. 4 If the Customer Service Record, Product Detail or Primary Interexchange Carrier Reports are requested, you may enter a one time Run Date by entering the mm/dd/yyyy format or choose the calendar icon to select a date. These reports are updated daily. 5 You may schedule these one time or on a monthly basis using the Schedule dropdown box. 6 Select Email next to each report to Add or Remove addresses from the list of notifications. 7 Once selected, enter a new address in the text box and select Add to place that email address on the notification list. Select an email in the notification list and select Remove to remove that address from the notification list. Notification lists are unique to each report. You may have a different notification list for each report. 8 Click the Accept button to accept all schedule changes/additions and begin processing. 9 Reports will be generated within 24 hours. Email notifications will be sent to all requested addresses when reports are ready for viewing. If the report has already been completed at the time of the request, the end user will receive notification that the report is available for viewing immediately. Back to Report Management Overview Back to Top Regular Account Report Details Page 23 of 37 Invoice Detail Report Account Activity Report Taxes and Surcharges Report Customer Service Record Report Product Detail Report Primary Interexchange Carrier Report Back to Report Management Overview Invoice Detail – Regular Accounts Telephone Number Billing Account Number Circuit Number Service and Equipment Description Other Charges and Credits Rate Quantity Service Order Number Telephone number associated with this line item charge. The primary telephone number used for billing regardless of the number of telephone lines associated with that number. Circuit ID number Billing code identifying the type of product or service Description of the Service and Equipment One time charge(s) due to changes in your monthly service such as new installs, changes to existing service or disconnecting service. Amount charged for the Service and Equipment Quantity of the Service and Equipment Service order number associated with changes to the account during the last billing cycle. Changes may include new installs, changes to existing service or disconnecting service. Long Distance Carrier code Long Distance Source code explains how the carrier was added to the line A = Allocated B = Ballot C = Customer selection at time of service installation F = Force PIC G = Change of PIC by customer with existing service L = Letter of Agency – order submitted by carrier N = No PIC, customer chooses not to have a carrier R = Restricted PIC and can only be changed by customer Y = Mass change Z = confirms a verbal IXC selection Local Long Distance Carrier code Local Long Distance Source code explains how the carrier was added to the line A = Allocated B = Ballot C = Customer selection at time of service installation F = Force PIC G = Change of PIC by customer with existing service L = Letter of Agency – order submitted by carrier N = No PIC, customer chooses not to have a carrier R = Restricted PIC and can only be changed by customer Y = Mass change Z = confirms a verbal IXC Interlata PIC (Primary Interexchange Carrier) Interelata Source Code Intralata PIC (Primary Interexchange Carrier) Intralata Source Code Page 24 of 37 Service Address Date Service Established Community Exchange Service location address Date the service was established and entered into billing Community name where the service resides Exchange abbreviation where the service resides Back to Regular Account Details Overview Account Activity Report – Regular Accounts Telephone Number Billing Account Number Service Order Number Back to Top Telephone number associated with this line item charge. The primary telephone number used for billing regardless of the number of telephone lines associated with that number. Service order number associated with changes to the account during the last billing cycle. Changes may include new installs, changes to existing service or disconnecting service. One time charge(s) due to changes in your monthly service such as new installs, changes to existing service or disconnecting service. Description of the Service and Equipment Amount charged for the Service and Equipment Quantity of the Service and Equipment Billing Period Purchase Order # Service and Equipment/Other Charges and Credits Description Rate Quantity Back to Regular Account Details Overview Taxes and Surcharges – Regular Accounts Telephone Number Billing Account Number Service Order Number Back to Top Billing Period Purchase Order # Service and Equipment/Other Charges and Credits Description Rate Quantity Telephone number associated with this line item charge. The primary telephone number used for billing regardless of the number of telephone lines associated with that number. Service order number associated with changes to the account during the last billing cycle. Changes may include new installs, changes to existing service or disconnecting service. Day service was installed until the bill cycle date. These are also known as partial month charges and will occur when service is established or disconnected during a bill cycle. Tracking number provided by the customer to identify changes to the account. One time charge(s) due to changes in your monthly service such as new installs, changes to existing service or disconnecting service. Description of the Service and Equipment Amount charged for the Service and Equipment Quantity of the Service and Equipment Back to Regular Account Details Overview Customer Service Record Report – Regular Accounts Telephone Number Billing Account Number Back to Top Telephone number associated with this line item charge. The primary telephone number used for billing regardless Page 25 of 37 Circuit Number Service and Equipment Description Rate Quantity Interlata PIC (Primary Interexchange Carrier) Interelata Source Code of the number of telephone lines associated with that number. Circuit ID number Billing code identifying the type of product or service Description of the Service and Equipment Amount charged for the Service and Equipment Quantity of the Service and Equipment Long Distance Carrier code Long Distance Source code explains how the carrier was added to the line A = Allocated B = Ballot C = Customer selection at time of service installation F = Force PIC G = Change of PIC by customer with existing service L = Letter of Agency – order submitted by carrier N = No PIC, customer chooses not to have a carrier R = Restricted PIC and can only be changed by customer Y = Mass change Z = confirms a verbal IXC selection Local Long Distance Carrier code Local Long Distance Source code explains how the carrier was added to the line A = Allocated B = Ballot C = Customer selection at time of service installation F = Force PIC G = Change of PIC by customer with existing service L = Letter of Agency – order submitted by carrier N = No PIC, customer chooses not to have a carrier R = Restricted PIC and can only be changed by customer Y = Mass change Z = confirms a verbal IXC Location address where the telephone line or d Date the service was established and entered into billing Community name where the service resides Exchange abbreviation where the service resides Intralata PIC (Primary Interexchange Carrier) Intralata Source Code Service Address Date Service Established Community Exchange Back to Regular Account Details Overview Product Detail Report – Regular Accounts Telephone Number Billing Account Number Circuit Number Service and Equipment Description Rate Quantity Back to Top Telephone number associated with this line item charge. The primary telephone number used for billing regardless of the number of telephone lines associated with that number. Circuit ID number Billing code identifying the type of product or service Description of the Service and Equipment Amount charged for the Service and Equipment Quantity of the Service and Equipment Back to Regular Account Details Overview Back to Top Page 26 of 37 PIC Report – Regular Accounts Telephone Number Billing Account Number Circuit Number Interlata PIC (Primary Interexchange Carrier) Interlata Source Code Telephone number associated with this line item charge. The primary telephone number used for billing regardless of the number of telephone lines associated with that number. Circuit ID number Long Distance Carrier code Long Distance Source code explains how the carrier was added to the line A = Allocated B = Ballot C = Customer selection at time of service installation F = Force PIC G = Change of PIC by customer with existing service L = Letter of Agency – order submitted by carrier N = No PIC, customer chooses not to have a carrier R = Restricted PIC and can only be changed by customer Y = Mass change Z = confirms a verbal IXC selection Local Long Distance Carrier code Local Long Distance Source code explains how the carrier was added to the line A = Allocated B = Ballot C = Customer selection at time of service installation F = Force PIC G = Change of PIC by customer with existing service L = Letter of Agency – order submitted by carrier N = No PIC, customer chooses not to have a carrier R = Restricted PIC and can only be changed by customer Y = Mass change Z = confirms a verbal IXC Intralata PIC (Primary Interexchange Carrier) Intralata Source Code Back to Regular Account Details Overview Back to Top Major Account Report Details Page 27 of 37 Invoice Detail Report Account Activity Report Taxes and Surcharges Report Customer Service Record Report Product Detail Report Primary Interexchange Carrier Report Back to Report Management Overview Invoice Detail Report – Major Accounts MDES MDES is an acronym for Major Account Designation segment. The MDES segment is established in billing for a service and allows for the creation of a multi-part code to define an organizational structure relative to the customer‟s specific accounting requirements. The MDES segment number is divided into four groupings of alphanumeric characters. The structure is as follows: Department 4 numeric characters Section 3 alpha and/or numeric characters Group 4 alpha and/or numeric characters Line 10 digit Telephone number The telephone number associated with the Billing Account Number. The primary telephone number used for billing regardless of the number of telephone lines associated with that number. MDES name or location name MDES address or location address Entire MDES (Department – Section – Group) + last four digits of telephone number Circuit ID number Billing code identifying the type of product or service Description of the Service and Equipment One time charge(s) due to changes in your monthly service such as new installs, changes to existing service or disconnecting service. Amount charged for the Service and Equipment Quantity of the Service and Equipment Percent billed for the Service and Equipment Service order number associated with changes to the account during the last billing cycle. Changes may include new installs, changes to existing service or disconnecting service. The total of the Rate times Quantity times Percent billed. Long Distance Carrier code Long Distance Source code explains how the carrier was added to the line A = Allocated Telephone number Billing Account Number MDES Name MDES Address Full MDES Circuit Number Service and Equipment Description Other Charges and Credits Rate Quantity Percent Billed Service Order Number Total Interlata PIC (Primary Interexchange Carrier) Interlata Source Code Page 28 of 37 Intralata PIC (Primary Interexchange Carrier) Intralata Source Code B = Ballot C = Customer selection at time of service installation F = Force PIC G = Change of PIC by customer with existing service L = Letter of Agency – order submitted by carrier N = No PIC, customer chooses not to have a carrier R = Restricted PIC and can only be changed by customer Y = Mass change Z = confirms a verbal IXC selection Local Long Distance Carrier code Local Long Distance Source code explains how the carrier was added to the line A = Allocated B = Ballot C = Customer selection at time of service installation F = Force PIC G = Change of PIC by customer with existing service L = Letter of Agency – order submitted by carrier N = No PIC, customer chooses not to have a carrier R = Restricted PIC and can only be changed by customer Y = Mass change Z = confirms a verbal IXC Service location address Date the service was established and entered into billing Date the MDES was disconnected Community name where the service resides Exchange abbreviation where the service resides Service Address Date Service Established MDES Disconnect Date Community Exchange Back to Major Account Details Overview Account Activity Report – Major Accounts MDES Back to Top Telephone number Billing Account Number MDES Name MDES Address Full MDES Service Order Number MDES is an acronym for Major Account Designation segment. The MDES segment is established in billing for a service and allows for the creation of a multi-part code to define an organizational structure relative to the customer‟s specific accounting requirements. The MDES segment number is divided into four groupings of alphanumeric characters. The structure is as follows: Department 4 numeric characters Section 3 alpha and/or numeric characters Group 4 alpha and/or numeric characters Line 10 digit Telephone number The telephone number associated with the Billing Account Number. The primary telephone number used for billing regardless of the number of telephone lines associated with that number. MDES name or location name MDES address or location address Entire MDES (Department – Section – Group) + last four digits of telephone number Service order number associated with changes to the Page 29 of 37 Billing Period Purchase Order # Service and Equipment/Other Charges and Credits Description Rate Quantity Percent Billed account during the last billing cycle. Changes may include new installs, changes to existing service or disconnecting service. Day service was installed until the bill cycle date. These are also known as partial month charges and will occur when service is established or disconnected during a bill cycle. Tracking number provided by the customer to identify changes to the account. One time charge(s) due to changes in your monthly service such as new installs, changes to existing service or disconnecting service. Description of the Service and Equipment Amount charged for the Service and Equipment Quantity of the Service and Equipment Percent billed for the Service and Equipment Back to Major Account Details Overview Taxes and Surcharge Report - Major Accounts MDES Back to Top Telephone Number Billing Account Number MDES Name MDES Address Full MDES Service and Equipment/Other Charges and Credits Rate Service Order Number Billing Period MDES is an acronym for Major Account Designation segment. The MDES segment is established in billing for a service and allows for the creation of a multi-part code to define an organizational structure relative to the customer‟s specific accounting requirements. The MDES segment number is divided into four groupings of alphanumeric characters. The structure is as follows: Department 4 numeric characters Section 3 alpha and/or numeric characters Group 4 alpha and/or numeric characters Line 10 digit Telephone number The telephone number associated with the Billing Account Number. The primary telephone number used for billing regardless of the number of telephone lines associated with that number. MDES name or location name MDES address or location address Entire MDES (Department – Section – Group) + last four digits of telephone number One time charge(s) due to changes in your monthly service such as new installs, changes to existing service or disconnecting service. Amount charged for the Service and Equipment Service order number associated with changes to the account during the last billing cycle. Changes may include new installs, changes to existing service or disconnecting service. Day service was installed until the bill cycle date. These are also known as partial month charges and will occur when service is established or disconnected during a bill cycle. Back to Major Account Details Overview Page 30 of 37 Back to Top Customer Service Record – Major Accounts MDES MDES is an acronym for Major Account Designation segment. The MDES segment is established in billing for a service and allows for the creation of a multi-part code to define an organizational structure relative to the customer‟s specific accounting requirements. The MDES segment number is divided into four groupings of alphanumeric characters. The structure is as follows: Department 4 numeric characters Section 3 alpha and/or numeric characters Group 4 alpha and/or numeric characters Line 10 digit Telephone number The telephone number associated with the Billing Account Number. The primary telephone number used for billing regardless of the number of telephone lines associated with that number. MDES name or location name MDES address or location address Entire MDES (Department – Section – Group) + last four digits of telephone number Circuit ID number Billing code identifying the type of product or service Description of the Service and Equipment Amount charged for the Service and Equipment Quantity of the Service and Equipment Percent billed for the Service and Equipment Long Distance Carrier code Long Distance Source code explains how the carrier was added to the line A = Allocated B = Ballot C = Customer selection at time of service installation F = Force PIC G = Change of PIC by customer with existing service L = Letter of Agency – order submitted by carrier N = No PIC, customer chooses not to have a carrier R = Restricted PIC and can only be changed by customer Y = Mass change Z = confirms a verbal IXC selection Local Long Distance Carrier code Local Long Distance Source code explains how the carrier was added to the line A = Allocated B = Ballot C = Customer selection at time of service installation F = Force PIC G = Change of PIC by customer with existing service L = Letter of Agency – order submitted by carrier N = No PIC, customer chooses not to have a carrier Telephone Number Billing Account Number MDES Name MDES Address Full MDES Circuit Number Service and Equipment Description Rate Quantity Percent Billed Interlata PIC (Primary Interexchange Carrier) Interlata Source Code Intralata PIC (Primary Interexchange Carrier) Intralata Source Code Page 31 of 37 Service Address Date Service Established MDES Disconnect Date Community Exchange R = Restricted PIC and can only be changed by customer Y = Mass change Z = confirms a verbal IXC Location address where the telephone line or d Date the service was established and entered into billing Date the MDES was disconnected Community name where the service resides Exchange abbreviation where the service resides Back to Major Account Details Overview Product Detail Report – Major Accounts MDES Back to Top Billing Account Number MDES Name MDES Address Full MDES Circuit Number Service and Equipment Description Rate Quantity Percent Billed MDES is an acronym for Major Account Designation segment. The MDES segment is established in billing for a service and allows for the creation of a multi-part code to define an organizational structure relative to the customer‟s specific accounting requirements. The MDES segment number is divided into four groupings of alphanumeric characters. The structure is as follows: Department 4 numeric characters Section 3 alpha and/or numeric characters Group 4 alpha and/or numeric characters Line 10 digit Telephone number The primary telephone number used for billing regardless of the number of telephone lines associated with that number. MDES name or location name MDES address or location address Entire MDES (Department – Section – Group) + last four digits of telephone number Circuit ID number Billing code identifying the type of product or service Description of the Service and Equipment Amount charged for the Service and Equipment Quantity of the Service and Equipment Percent billed for the Service and Equipment Back to Major Account Details Overview PIC Report – Major Accounts MDES Back to Top MDES is an acronym for Major Account Designation segment. The MDES segment is established in billing for a service and allows for the creation of a multi-part code to define an organizational structure relative to the customer‟s specific accounting requirements. The MDES segment number is divided into four groupings of alphanumeric characters. The structure is as follows: Department 4 numeric characters Section 3 alpha and/or numeric characters Group 4 alpha and/or numeric characters Line 10 digit Telephone number Page 32 of 37 Telephone Number Billing Account Number MDES Name MDES Address Full MDES Interlata PIC (Primary Interexchange Carrier) Interlata Source Code The telephone number associated with the Billing Account Number. The primary telephone number used for billing regardless of the number of telephone lines associated to the account MDES name or location name MDES address or location address Entire MDES (Department – Section – Group) + last four digits of telephone number Long Distance Carrier code Long Distance Source code explains how the carrier was added to the line A = Allocated B = Ballot C = Customer selection at time of service installation F = Force PIC G = Change of PIC by customer with existing service L = Letter of Agency – order submitted by carrier N = No PIC, customer chooses not to have a carrier R = Restricted PIC and can only be changed by customer Y = Mass change Z = confirms a verbal IXC selection Local Long Distance Carrier code Local Long Distance Source code explains how the carrier was added to the line A = Allocated B = Ballot C = Customer selection at time of service installation F = Force PIC G = Change of PIC by customer with existing service L = Letter of Agency – order submitted by carrier N = No PIC, customer chooses not to have a carrier R = Restricted PIC and can only be changed by customer Y = Mass change Z = confirms a verbal IXC Intralata PIC (Primary Interexchange Carrier) Intralata Source Code Back to Major Account Details Overview Back to Top Page 33 of 37 Report Download Screen Overview Report Frequency and Limitations Download Capabilities Download Instruction Introduction This documentation is provided to assist the end user in maneuvering and manipulating the Report Download screen when downloading their reports. The Report Management screen allows the user to: Select the account number Access the drop down box to select the account number. View report types Invoice Detail Report Account Activity Report Customer Service Report Product Detail Report Primary Interexchange Carrier Report View Status Scheduled – report has been requested and will be available on the next business day. Processing – report is in the process of running and will be available on the next business day. Ready to Download – select the report and download by following the pop up instructions. ReProcessing – unsuccessful report generation. The system will attempt to process the report for 3 days. Failed – please contact a customer service representative by selecting Contact Us>Billing Invoice Information>other. View Date Requested – the date the report was originally requested. View date Completed – the date the report was available for downloading. Download report link – access the link to download the report and follow online instructions. Capabilities on this screen Page 34 of 37 Overview, Continued Report Frequency and Limitations Reports can only be requested every 7 days per account number. If a user requests a report that was already run in the past week a message will appear on the screen to proceed to the report download page to access the report. This situation may occur if another user in your organization requested the same report. Back to Top Back to Report Download Screen Overview Download Capabilities Reports will be presented in CSV (Comma Separated Value) format but each user has the ability to download the requested report into Excel or Access for their records. Back to Top Back to Report Download Screen Overview Download Instruction The below Step/Action will provide the user detail on downloading reports: Step 1 2 Action Click on Select Account to display the drop down and choose the account number you want to view. All accounts tied to your organization will be displayed. Click Download Report link and follow the instructions. Back to Top Back to Report Download Screen Overview Page 35 of 37 Download Data Files Screen Overview Step by Step Instructions Introduction This documentation is provided to assist the end user in navigating through the CD download screen The user must subscribe to this service, please contact a customer service representative for more information at http://www.embarq.com/Support/Business/ContactUs . CB105 (also known as Bell South or CLUB format). The data record layouts used in this Embarq specification mirror the products, services and appropriate taxing information as provided on the Embarq major Account bill. These data records are displayed in a flat file, which enables customers to manipulate the billing data for their specific billing needs. The records in the CB105 file are static in length of 450-bytes, but not formatted in a bill image-type layout. Background Capabilities on this screen Download CB105 invoice Current months data Previous months data Note: Only the current month bill and one month previous bill are available for download. Page 36 of 37 Download File The below Step/Action will provide the user detail on downloading the CB105 file: Step 1 2 3 4 5 Action Select an organization and click the Go button. Select an account in the organization hierarchy. Select a Billing Period in the drop down box. On the left navigation bar click Download Data Files. Select either the current or previous month data files to download. Back to Top Back to Download Data Files Overview Page 37 of 37