Advanced Analysis: Create Service

A missing service might occur when invoices are loaded and an account is listed on the invoice but does not exist in Cimpl. To correct this error, you must create a service.

1. Go to Billings Center > Discrepancy Tracker and select the Advanced Analysis tab.

2. Select a Provider. The Advanced Analysis grid opens.

   Note: Providers must have their Advanced Analysis permission configured by Cimpl. To set up this permission contact cimpl-support@uplandsoftware.com. Without this permission configured, Advance Analysis is unavailable.

3. In the Filter section, select the Advance Analysis Status filter. The filter appears under Selected Filters.
4. Select the IS operator.

5. Select Missing Service .

   

6. Click Apply. Only errors that have the status of Missing Account now appear in the grid.
7. Click More Options beside the error entry you want to update.
8. Select Create Service. The Create Service form opens.
9. Select a Service Type.
10. Select a Service Contract.
11. Select an Assignment: Employee or Organization.
12. Click + Employee or + Organization to assign the service.
13. Click + Cost Center to add the cost center.
14. Enter Comments.
15. Potential Cost Savings is selected by default.
16. Click Apply. The service has been created and the error corrected.
17. Go to Payment Readiness.

    Note: Only accounts which have no errors in Advanced Analysis will be able to be processed through Payment Readiness. Accounts with remaining errors will be ineligible for payment.