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  1. WORKTERRA
  2. WT-10316

Sea Tac - Invoice Adjustment Issue

    Details

    • Type: Bug
    • Status: Closed
    • Priority: High
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: None
    • Labels:
      None
    • Environment:
      Production
    • Bug Type:
      Functional
    • Bug Severity:
      Medium
    • Module:
      BenAdmin - Report
    • Reported by:
      Client
    • Company:
      All Clients/Multiple Clients
    • Item State:
      Production Complete - Closed

      Description

      Background: BCC has an incorrect update rule at the rate level that was causing the new elections to get a rate/age band as of January 1st. I had BCC correct the rule and manually go in an correct the impacted employees. That fixed the invoice amounts but there are some strange adjustments coming out on the August bill. My guess is after researching that some bad date/costs are in the billing table due to all the changes. This impacts two employees

      Tim Ramsaur’s billing - he experienced a birthday in June and is being billed for entire month of June. His date of birth was June 25th? He should not be billed the increase rate until July's bill?

      Gus Garcia DOB:4/22/72 (age 45)
      Please note: Gus also had a volume change as the group first told us he should have 150k, then the group advised 100K, and finally it was decided that 150K was approved by Sun Life after all.

      Invoice costs/adjustments before rate was corrected
      April- $17.10 (age 44), volume 150K
      May- we billed 11.40, volume 100K
      June – we billed 25.65, volume 150K( adjustment for May, credit 11.40 and re-bill for 25.65)
      July- we billed 25.65, volume 150K

      After rate correction below are the adjustments on the current August invoice.
      August – is billing correctly
      July adj is a wash. – this is fine.
      June is billing 42.75 and crediting 25.65?
      May is billing 42.75 and crediting 25.65?
      April is billing 5.13 and crediting 7.70? – Not sure why this adjustment is appearing for Garcia?

        Attachments

          Issue Links

            Activity

            dkulling Debbie Kulling created issue -
            rakeshr Rakesh Roy (Inactive) made changes -
            Field Original Value New Value
            Module Parent values: BenAdmin(10100) Parent values: BenAdmin(10100)Level 1 values: Report(10109)
            prasanna Prasanna Karlekar (Inactive) made changes -
            Assignee Prasanna Karlekar [ prasanna ] Jyoti Agrawal [ jyoti.agrawal ]
            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
            Status Open [ 1 ] In Development [ 10007 ]
            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
            Code Review Date 28/Jul/2017
            Code Reviewed By Prasanna Karlekar [ 11907 ]
            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
            Item State Parent values: Development(10200)Level 1 values: Ready for Local Testing(10209)
            khandu.kshirsagar Khandu Kshirsagar (Inactive) made changes -
            Item State Parent values: Development(10200)Level 1 values: Ready for Local Testing(10209) Parent values: LB QA(10201)Level 1 values: LB Deployed(11600)
            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
            Assignee Jyoti Agrawal [ jyoti.agrawal ] Sachin Hingole [ sachin.hingole ]
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Assignee Sachin Hingole [ sachin.hingole ] Venkatesh Pujari [ venkatesh.pujari ]
            sachin.hingole Sachin Hingole (Inactive) made changes -
            Status In Development [ 10007 ] Local Testing [ 10200 ]
            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
            Remaining Estimate 0h [ 0 ]
            Time Spent 6.5h [ 23400 ]
            Worklog Id 67712 [ 67712 ]
            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
            Time Spent 6.5h [ 23400 ] 8.5h [ 30600 ]
            Worklog Id 67722 [ 67722 ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Time Spent 8.5h [ 30600 ] 9.25h [ 33300 ]
            Worklog Id 68184 [ 68184 ]
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Item State Parent values: LB QA(10201)Level 1 values: LB Deployed(11600) Parent values: LB QA(10201)Level 1 values: In Testing(10210)
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Time Spent 9.25h [ 33300 ] 11.25h [ 40500 ]
            Worklog Id 68671 [ 68671 ]
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Item State Parent values: LB QA(10201)Level 1 values: In Testing(10210) Parent values: LB QA(10201)Level 1 values: Ready for Stage(10213)
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Time Spent 11.25h [ 40500 ] 13.25h [ 47700 ]
            Worklog Id 68775 [ 68775 ]
            prasanna Prasanna Karlekar (Inactive) made changes -
            Developer Jyoti Agrawal [ jyoti.agrawal ]
            Original Estimate 0h [ 0 ]
            khandu.kshirsagar Khandu Kshirsagar (Inactive) made changes -
            Item State Parent values: LB QA(10201)Level 1 values: Ready for Stage(10213) Parent values: Stage QA(10202)Level 1 values: Stage Deployed(11602)
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Item State Parent values: Stage QA(10202)Level 1 values: Stage Deployed(11602) Parent values: Stage QA(10202)Level 1 values: Ready for Production(10217)
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Status Local Testing [ 10200 ] Stage Testing [ 10201 ]
            khandu.kshirsagar Khandu Kshirsagar (Inactive) made changes -
            Item State Parent values: Stage QA(10202)Level 1 values: Ready for Production(10217) Parent values: Production QA(10203)Level 1 values: Production Deployed(10221)
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Status Stage Testing [ 10201 ] Production Testing [ 10202 ]
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Item State Parent values: Production QA(10203)Level 1 values: Production Deployed(10221) Parent values: Production QA(10203)Level 1 values: In Testing(10218)
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Assignee Venkatesh Pujari [ venkatesh.pujari ] Debbie Kulling [ dkulling ]
            Resolution Fixed [ 1 ]
            Status Production Testing [ 10202 ] Production Complete [ 10028 ]
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Item State Parent values: Production QA(10203)Level 1 values: In Testing(10218) Parent values: Production Complete(10222)Level 1 values: Closed(10223)
            venkatesh.pujari Venkatesh Pujari (Inactive) made changes -
            Time Spent 13.25h [ 47700 ] 14.25h [ 51300 ]
            Worklog Id 70819 [ 70819 ]
            rakeshr Rakesh Roy (Inactive) made changes -
            Bug Type Functional [ 15402 ]
            Code Review Date 28/Jul/2017 28/Jul/2017
            satyap Satya made changes -
            Environment_New Production [ 18442 ]
            jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
            Link This issue is cloned by NF-5133 [ NF-5133 ]
            dkulling Debbie Kulling made changes -
            Resolution Done [ 10000 ]
            Status Production Complete [ 10028 ] Closed [ 6 ]
            rakeshr Rakesh Roy (Inactive) made changes -
            Company All Clients/Multiple Clients [ 18434 ]
            Root Cause Bug [ 18430 ]

              People

              Assignee:
              dkulling Debbie Kulling
              Reporter:
              dkulling Debbie Kulling
              Account Executive:
              Debbie Kulling
              Developer:
              Jyoti Agrawal (Inactive)
              Votes:
              0 Vote for this issue
              Watchers:
              3 Start watching this issue

                Dates

                Created:
                Updated:
                Code Review Date:

                  Time Tracking

                  Estimated:
                  Original Estimate - 0h
                  0h
                  Remaining:
                  Remaining Estimate - 0h
                  0h
                  Logged:
                  Time Spent - 14.25h
                  14.25h