Revenue Management Integration

This section provides an overview of the implemented CRM / Financial system to Revenue Management Integration use-cases, showcasing the seamless integration between the Customer Relationship Management (CRM) system or Financial System and the Revenue Management (RM) module within OCS.io. These use-cases highlight the functionalities and interactions between CRM / Financial system and RM, enabling efficient financial management and revenue tracking.

The implemented use-cases include:

Billing and Invoicing: This section focuses on the use-cases related to invoicing, such as previewing OCS invoices.

Payer Management: This section focuses on the use-cases related to managing payers, such as updating payer details and reading payer balances.

Document Management: This section focuses on the use-cases related to managing documents, such as creating corrective tax documents and reading documents.

Payment Management: This section focuses on the use-cases related to managing payments, such as assigning payments to documents and registering payments.

Control Group Management: This section focuses on the use-cases related to managing control groups, such as creating and managing control groups and performing control group runs.

Billing and Invoicing

Use-Case	Brief Description
Preview OCS Invoice	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI see Invoice for current or past open billing period.

Use-Case

Brief Description

Preview OCS Invoice

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI see Invoice for current or past open billing period.

Payer Management

Use-Case	Brief Description
Update Payer	The CRM / Ordering system updates a Payment Responsible Account in the OCS.io via the RESTful API.
Update Due Date Offset	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI update individual Due Date Offset on Account.
Update Invoicing Flag	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI enable or disable exclusion of the Account from invoicing process.
Update Delivery Method	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI update Delivery Method on Account.
Update Payment Method	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI update Payment Method on Account.
Read Open Balance	The CRM / Ordering system reads Account’s Open Balance from the OCS.io via the RESTful API. If necessary, OCS.io cals internally Calculate Open Balance process.
Read Collection Balance	The CRM / Ordering system reads Account’s Collection Balance from the OCS.io via the RESTful API. If necessary, OCS.io cals internally Calculate Collection Balance process.
Read Payment Moral	The CRM / Ordering system reads Account’s Payment Moral from the OCS.io via the RESTful API. If necessary, OCS.io cals internally Calculate Payment Moral process.

Use-Case

Brief Description

Update Payer

The CRM / Ordering system updates a Payment Responsible Account in the OCS.io via the RESTful API.

Update Due Date Offset

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI update individual Due Date Offset on Account.

Update Invoicing Flag

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI enable or disable exclusion of the Account from invoicing process.

Update Delivery Method

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI update Delivery Method on Account.

Update Payment Method

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI update Payment Method on Account.

Read Open Balance

The CRM / Ordering system reads Account’s Open Balance from the OCS.io via the RESTful API.

If necessary, OCS.io cals internally Calculate Open Balance process.

Read Collection Balance

The CRM / Ordering system reads Account’s Collection Balance from the OCS.io via the RESTful API.

If necessary, OCS.io cals internally Calculate Collection Balance process.

Read Payment Moral

The CRM / Ordering system reads Account’s Payment Moral from the OCS.io via the RESTful API.

If necessary, OCS.io cals internally Calculate Payment Moral process.

Document Management

Use-Case	Brief Description
Create Corrective Tax Document	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create Corrective Tax document in the OCS.io.
Create Deposit	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create Deposit document in the OCS.io.
Create Generic Invoice	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create Generic Invoice document in the OCS.io.
Create Proforma Invoice	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create Proforma Invoice document in the OCS.io.
Create Reciprocal Commitment	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create Reciprocal Commitment document in the OCS.io.
Create Document of Any Type	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create document in the OCS.io.
Create Document With Lines of Any Type	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create document with lines in the OCS.io.
Assign Document Credit To Document	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI assign available amount from credit document to debt document in the OCS.io.
Cancel Document Credit Assignment	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI cancel assignment between credit document and debt document.
Cancel Document	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI cancel created document.
Pay Document On-Line	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI mark document as paid online.
Read Document	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI view document.

Use-Case

Brief Description

Create Corrective Tax Document

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create Corrective Tax document in the OCS.io.

Create Deposit

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create Deposit document in the OCS.io.

Create Generic Invoice

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create Generic Invoice document in the OCS.io.

Create Proforma Invoice

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create Proforma Invoice document in the OCS.io.

Create Reciprocal Commitment

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create Reciprocal Commitment document in the OCS.io.

Create Document of Any Type

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create document in the OCS.io.

Create Document With Lines of Any Type

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create document with lines in the OCS.io.

Assign Document Credit To Document

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI assign available amount from credit document to debt document in the OCS.io.

Cancel Document Credit Assignment

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI cancel assignment between credit document and debt document.

Cancel Document

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI cancel created document.

Pay Document On-Line

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI mark document as paid online.

Read Document

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI view document.

Payment Management

Use-Case	Brief Description
Assign Incoming Payment to Document	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI assign available amount from incoming payment to debt document.
Cancel Incoming Payment Assignment	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI cancel assignment between incoming payment and debt document.
Cancel Incoming Payment Identification	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI cancel assignment between incoming payment and account.
Create Outgoing Payment by Incoming Payment	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create Outgoing payment as a copy of Incoming payment.
Create Outgoing Payment from Document Credit	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create Outgoing payment from remaining Document credit.
Create Outgoing Payment from Incoming Payment	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create Outgoing payment from remaining balance on Incoming payment.
Identify Incoming Payment	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI manually identify Incoming payment.
Register Payment	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI manually register the incoming payment.
Cancel Payment	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI cancel registered payment.

Use-Case

Brief Description

Assign Incoming Payment to Document

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI assign available amount from incoming payment to debt document.

Cancel Incoming Payment Assignment

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI cancel assignment between incoming payment and debt document.

Cancel Incoming Payment Identification

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI cancel assignment between incoming payment and account.

Create Outgoing Payment by Incoming Payment

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create Outgoing payment as a copy of Incoming payment.

Create Outgoing Payment from Document Credit

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create Outgoing payment from remaining Document credit.

Create Outgoing Payment from Incoming Payment

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI create Outgoing payment from remaining balance on Incoming payment.

Identify Incoming Payment

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI manually identify Incoming payment.

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI manually register the incoming payment.

Cancel Payment

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI cancel registered payment.

Control Group Management

Use-Case	Brief Description
Create/Read/Update/Delete Control Group	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI Create, Read, Update or Delete Control Group in the OCS.io.
Manage Control Group	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI add or remove Account to / from Control Group in the OCS.io.
Perform Control Group Run	The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI perform Control Billing Run for defined Control Group in the OCS.io.

Use-Case

Brief Description

Create/Read/Update/Delete Control Group

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI Create, Read, Update or Delete Control Group in the OCS.io.

Manage Control Group

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI add or remove Account to / from Control Group in the OCS.io.

Perform Control Group Run

The Customer Sales Representative or Finance Department User wants to via CRM / Finance system GUI perform Control Billing Run for defined Control Group in the OCS.io.