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trade-off. The more complex and individual the billing, the more time
is spent in creating rules specific to that billing. At the
end, in a really complicated situation, it may just be faster
simply to manually enter the charges one by one. Why to spend
hours trying to figure out how to program the software to
give out the correct invoice, when it could be done manually
in less than 5 minutes?
Client billing ranges from a simple rental charge to complex cases
that require prorating, special charges, discounts and taxes
on multiple levels. Using an automated system to handle
all billing, including the most complex situations involves
How much automation should be used? Aaxsys employs a "rates engine"
that tries to find a balance between full programmability and
simple manual entry. The so-called boilerplate approach
gives a list of premade solutions that require no or little
adjustments to fit the individual billing at hand. The approach
adopted by Aaxsys is more like the "Swiss Army Knife" of client
billing, providing a set of tools that can be selected to
tackle the problem with the combined effect.
In the above image, most lines are of the type "RE" (revenue),
because for this particular property, only one line of type
"IX" (one-time charge) is used to invoicing the client. In
its simplest form, no IN ("invoice") lines are needed at all.
The client record itself includes fields for the rent, a
fixed fee and a fixed tax, and in some cases, this is already
sufficient. However, the user may add as many invoicing
instructions as needed, or also move the rent, fixed fee
and tax to be done entirely under rate detail lines, whenever
Some of the available tools are filters such as "Valid from" and "Valid until". Once activated, the particular rate line only applies to the dates that fall within the valid period. Aaxsys determines the interval that represents the intersection of the billing period and the valid rate period, and uses prorating (if necessary) to calculate the proper charge for this intersection.
In addition to the filters, each rate line has instructions that tell how this line operates on previous lines generated so far. The rate engine goes through each line, one by one, and decides whether the line is applicable to the billing. In case the line is to be applied, the engine goes through each instruction, one by one, and applies it either by generating a new line for the invoice or modifying an earlier calculation.
Aaxsys does not follow the "physical" order (as seen in the first image) of the rate lines, but orders them using the following three principles:
|Aaxsys Notes, Nov 20, 2013|