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Billing — Screen Catalog

All windows are in library billing; menu entry points are on the frame menu's "&Billing" submenu (homersys/m_sys_frame). Selection windows inherit a shared selection ancestor (w_maint_selection) and open their maintenance counterpart.

w_bill_bill_def_selection — Billing Definition Selection​

  • Purpose: pick or create a billing definition; opens w_bill_bill_def_maint (window comment: "Billing Definition Selection.").
  • List columns: definition code, description, frequency, begin month, adjustment periods, audit user/date columns (billing/d_bill_bill_def_selection).

w_bill_bill_def_maint — Billing Definition Maintenance​

  • Purpose: maintain a billing definition — its header, groups, rules and options (window comment; billing/w_bill_bill_def_maint).
  • Field groups:
    • General tab (billing/d_bill_bill_def_maint): definition code, description, Billing Frequency, Billing Year Beginning Month, Number of Adjustment Periods, No Adjustments Prior To Date / Month, Adjustment Logic, Billing Begins Date, Inactive Date, report format keys.
    • Definition options (billing/d_bill_bill_def_option_vals): all available bill_def_options codes with effective-dated typed values (CODE/CHAR/DATE/NUMBER), descriptions from code key BILLDEFOPT.
    • Groups tab: pick list of groups (search by group id with wildcard) copied into bill_def_groups (billing/d_bill_bill_def_groups, billing/d_bill_group_hierarchy shows the CONNECT BY group hierarchy under a selected group).
    • Rules tab (billing/d_bill_bill_def_rule_maint + rule pick list billing/d_bill_bill_rule_list): per-definition rule rows with billing category, frequency, begin month, rate period, from/thru dates; double-click edits the rule via an edit service that opens w_bill_bill_rule_maint.
  • Validations: every attached rule needs a billing category and a from date; the definition needs a code (pfc_preupdate). New definitions get their key from a sequence via n_bill_functions.of_getbillsequence.
  • Side effects: on save, ensures the definition's permanent "unassigned" run (−100 / status FAKE) exists in bill_run_defs (pfc_preupdate).
  • Opens: w_group_response_selection (group picker; inventory billing/w_bill_bill_def_maint).

w_bill_bill_rule_selection — Billing Rule Selection​

  • Purpose: pick or create a billing rule; opens w_bill_bill_rule_maint.
  • List columns: rule code, description, bill level, rate type, audit columns (billing/d_bill_bill_rule_selection).

w_bill_bill_rule_maint — Billing Rule Maintenance​

  • Purpose: maintain one billing rule: identity, applicability parameters and rates (window comment; billing/w_bill_bill_rule_maint).
  • Field groups:
    • Header (billing/d_bill_bill_rule_maint): Rule Code, Description, Bill Level (code key BLNGLEVEL), Rate Type (billing/dddw_bill_bill_rate_types), default category (code key BILLCAT via billing/dddw_bill_billcat_codes) and default frequency (code key BLNGFREQ via billing/dddw_billing_frequency).
    • Group Parameters tab: group category/option criteria (billing/d_bill_rule_group_options) and selected groups picker (billing/d_bill_group_select).
    • Coverage Parameters tab: coverage criteria, selected benefit plans (billing/d_bill_benefit_plans), coverage checkboxes (billing/d_coverages_checkbox) and Healthcare Networks (billing/d_bill_hcn_selection).
    • Member Parameters tab: member categories/options (billing/d_bill_member_cat_options), explicit member selection with search by group / member id / SSN / name (billing/d_bill_member_select), COBRA flag criteria (billing/d_bill_election_cobra_flg).
    • Rates tab: effective-dated rate tables (billing/d_bill_bill_rate_table_maint — From/Thru Date, Units Per, Rate Rounding, Unit Rounding, Allocate By), a rate grid per rate item (billing/d_bill_var_rate_table, billing/d_bill_bill_rate_amt_maint), and per-rate vendor allocations (billing/d_bill_rate_alloc_n_up, billing/d_bill_bill_rate_alloc_maint, vendors from billing/dddw_bill_vendors).
    • Rule usage display (billing/d_bill_bill_rule_usage) shows which definitions use the rule; parameters persist to bill_rule_parms / bill_rule_parm_details (billing/d_bill_bill_rule_parm_maint, billing/d_bill_bill_rule_parm_detail_maint).
  • Validations: on load/save the window validates that every stored parameter is one it knows how to edit, per level — e.g. member-level rules accept MEMBERS.MEMBER_SYS_KEY, MEMBER_ELIGIBILITIES.GROUP_ID, ELECTIONS.BENEFIT_COVERAGE_TYPE_CD / BENEFIT_COVERAGE_CD / COBRA_FLG, PLAN_PKGS.HCN_SYS_KEY, plus member-category and group-option codes; anything else raises "unexpected billing parameter" (billing/w_bill_bill_rule_maint). New rate table and rate amount keys are drawn from sequences at save time.
  • Opens: w_fund_vendor_quick_add (create a vendor on the fly), w_group_response_selection, w_response_save_as_string (inventory billing/w_bill_bill_rule_maint).

w_bill_bill_range_selection / w_bill_bill_range_maint — Bill Ranges​

  • Purpose: maintain banded lookup ranges used by rate variables (window comments: "Bill Ranges Selection" / "Bill Ranges Maintenance").
  • Fields: range code, description, value type (billing/d_bill_bill_range_maint); range items with heading and numeric or character from/thru bounds (billing/d_bill_bill_range_item_maint).

w_bill_run_def_maint — Billing Runs​

  • Purpose: submit, re-submit, delay or delete billing runs (window comment: "Billing Run Maintenance. Submit/Maintain billing runs and definitions."; title "Billing Runs").
  • Layout: Bill Date entry, "Delay Processing" checkbox, an Available list of billable definitions and a Processing/Processed list, with > / < buttons to move selections (both lists on billing/d_bill_run_def_maint).
  • Behavior:
    • Retrieve shows, per definition, only its latest run; inactive definitions are excluded as of the bill date (billing/d_bill_run_def_maint).
    • A definition can't be added when its latest bill date exceeds the entered bill date (clicked/doubleclicked on the available list).
    • Adding stamps status SUBMITTED (or DELAYED when checked); saving creates one bill_runs row (BILL_RUN_SEQ) with bill date = due date and assigns it to all new selections (pfc_preupdate).
    • Removing an already-processed run asks Re-submit vs Remove via w_bill_rule_def_delete_response; Remove warns when receipts exist, then deletes charges/recalc (pkg_bills), reports and receipts and detaches appearance/manual-adjustment references to −100; Re-submit deletes charges and voids reports (pfc_save, pfc_deleterow).
    • On-screen legend: only bills "in green" can be submitted; red = last bill errored, black = past bill still in process, gray = a future bill already in process (static text st_4).

w_bill_rule_def_delete_response — Re-submit/Remove prompt​

  • Purpose: response popup used by w_bill_run_def_maint offering "Re-submit the run" vs "remove the run completely (deletes related charges and voids reports)" (window comment and the calling message text in billing/w_bill_run_def_maint pfc_deleterow).

w_bill_adj_selection / w_bill_adj_maint — Manual Charge Adjustments​

  • Purpose: select a billing definition (only ones with a COMPLETE run — billing/d_bill_adj_select) and maintain manual charge adjustments (window comment: "Billing Definition Charge and Manual Adjustment Maintenance.").
  • Layout: member list for the definition, including synthetic <Group Charges> and <Other Charges> rows for group- and bill-level charges (billing/d_bill_adj_def_charge_members); charge summary per selected member/level with rule, category, bill period, type, election data, total and "Adj Appear" (run date or "Unassigned") (billing/d_bill_adj_rule_charges); Add and Drop buttons and a selected-total display.
  • Actions/validations:
    • Drop reverses selected NEW charges into ADJ-DROP rows with negated charge and election benefit amounts, attached to run −100; adjustment charges cannot be dropped; re-dropping asks for confirmation (wf_dropcharges).
    • Add inserts manual charge rows (billing/d_bill_adj_bill_charges); new keys come from BILL_CHARGE_SEQ at save (pfc_preupdate).
    • Delete is allowed only for manual charges still unassigned (manual_adj_run_sys_key = −100) (dw_rule_charges pfc_deleterow).

w_bill_receipt_selection / w_bill_receipt_maint / w_bill_receipt_response — Billing Receipts​

  • Purpose: select a definition with completed bills (billing/d_bill_receipt_select) and maintain payments received against its bills (window comments on all three windows).
  • Layout: a combined view of billed amounts and receipts per run — and per group or member when option BILL_EACH is GROUP/MEMBER — with balance rows (billing/d_bill_receipt_view); pressing Enter on a bill row creates a receipt, on a receipt row edits it, both via popup w_bill_receipt_response over billing/d_bill_receipt_maint (Amount, Date, Check#, Description, Bill Date, Group ID, Member ID).
  • Validations: receipts only for bills dated on/after the definition's billing begin date; edit/delete only while the receipt is unassigned (appearance_run_sys_key = −100); new keys from BILL_RECEIPT_SEQ (billing/w_bill_receipt_maint ue_enter).

w_bill_queue — Bill Report Queue​

  • Purpose: view and print stored billing reports (window comment: "Billing Reports View and Print"; title "Bill Report Queue").
  • Layout: report list with bill definition, description, report date, bill date, report category and status (billing/d_bill_bill_reports_list); a viewer for the loaded report; filter panel with "Unprinted Only" checkbox (excludes VOID and filters to null status) (ue_filter).
  • Actions: load and print current or selected reports; printing a VOID report requires confirmation; successful prints set bill_reports.status_cd = 'PRINT' (pfc_print); menu m_bill_print_queue.

w_bill_reports — Billing Exception / Definition Rate Report​

  • Purpose: dual-mode report window (title "Possible Bill Error Report") opened with parameter bill_errs (Billing Exception Report menu item) or bill_rate (Billing Definition Report menu item) (homersys/m_sys_frame).
  • Inputs: as-of date and billing definition (billing/dddw_bill_def_list).
  • Behavior: bill_errs runs billing/n_verify_bill.of_check_bill, listing members whose active elections have no matching rule/rate ("No valid rule for coverage") and volume-rated coverages with missing/zero benefit amounts; it also reports rules missing from the definition or without a covering rate table versus the previous completed run (billing/d_bill_rules_prev_month_missing, billing/d_bill_run_defs_to_check). bill_rate prints the definition's rules and rates (billing/d_bill_rpt_bill_def_rates).

w_billprt_disbursement_division_summary — Billing Disbursement Summary By Group​

  • Purpose: report of charges by master group, vendor and billing category for a selected run/definition, split into NEW vs adjustment amounts (billing/d_billprt_disbursement_division_summary; menu item "Billing Disbursement Summary By Group").

w_billrpt_flex_charges — Flex Charge Billing Report​

  • Purpose: "does the Flex Charge Billing report" (window comment) — a billing list for flex elections.
  • Inputs: group (hierarchy expanded), Due Date, Rate (manually entered), "Show Grand Total" option.
  • Data: members with active Depcare/Medreim elections and eligibility as of the due date, with the entered rate applied and the group's billing address (billing/d_billrpt_flex_charges).

w_billing — Group Billing Data (read-only)​

  • Purpose: view a group's billing-related setup with General / Coverage / COBRA / Medicare / Fees tabs; only the General tab and group periods are wired to data (billing/w_billing uses d_group_general, d_group_select, d_group_periods). Appears under the "&Bill Data" menu area (homersys/m_sys_frame). Marked as an open question — the non-General tabs contain no DataWindows in the extracted source.