Hi All,
We want to automate getting billing related information for the devices linked to our account in myAdmin. Currently we have to request a report using the billing area in myAdmin, but I was wondering if there is a way to automate this?
The scenario:
- A device is installed and the contract is activated. This in turn then triggers the rate plan to be applied and we can then bill the client for the month.
- If the device is terminated, the device is still billed for the month that the devices was terminated in.
- Same when the device is suspended, and the suspended rate plan is applied.
Device sharing:
- According to what I understand, device sharing applies a new contract, thus except for the source device, the target device is also billed for (at a different rate)
- This means for the time period that the device is shared, there is an additional subscription on the billing report
I'm not sure if Geotab applies billing changes in partial (i.e. the device was on a Go plan from 1st of the month and then on the 15th was suspended, then on the 28th terminated), thus applying partial costing for the number of days the device was in a specific rate plan.
What I'm looking for is a way to query this historical billing data for our finance department. The expected outcome would be multiple records per contract id during the query period, per billing plan type (to cover when the device changed from say GO to Suspended to Terminated):
Input:
- Start Date
- End Date
- accountFilter
- serialNumberFilter
- vinFilter
Output:
- Contract ID
- Contract Comment
- Contract Start Date
- Contract End Date
- Contract Status
- Contract Promo Code
- Billing Plan
- Billing Start Date
- Billing End Date
- Billing Cost
- Device Serial
- Device Type
- Device VIN
- Database
Any insights would be helpful.