WORKTERRAProject Type: software

WORKTERRA

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  1. WORKTERRA
  2. WT-7310

Add Billed Rate to billing details report, currently not an option to choose this field

    Details

    • Type: Change Request
    • Status: In Development
    • Priority: High
    • Resolution: Unresolved
    • Affects Version/s: None
    • Fix Version/s: None
    • Component/s: BenAdmin
    • Labels:
      None
    • Module:
      BenAdmin - Report
    • Reported by:
      Support
    • Item State:
      Development - On Hold
    • Issue Importance:
      Q2
    • Sprint:
      WT Sprint 34 - Enhancements
    • Feature Category:
      New

      Description

      please add the billed rate field to the billing details report and if possible the enrollment report so so that we can include it in the reports the Recon dept pulls to create the bills.

        Attachments

          Activity

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          Dpender Deana Pender (Inactive) created issue -
          vijays Vijay Siddha (Inactive) made changes -
          Field Original Value New Value
          Assignee Vijay Siddha [ vijays ] Shyam Sharma [ shyam sharma ]
          shyam.sharma shyam sharma (Inactive) made changes -
          Assignee Shyam Sharma [ shyam sharma ] Prasanna Karlekar [ prasanna ]
          Hide
          Permalink
          shyam.sharma shyam sharma (Inactive) added a comment -

          Prasanna Karlekar : Let me know when your team can schedule this change request?

          Show
          shyam.sharma shyam sharma (Inactive) added a comment - Prasanna Karlekar : Let me know when your team can schedule this change request?
          rakeshr Rakesh Roy (Inactive) made changes -
          Issue Importance Must Have [ 11800 ] Q2 [ 14901 ]
          harshada.borole Harshada Borole (Inactive) made changes -
          Sprint WT Sprint 34 - Enhancements [ 80 ]
          harshada.borole Harshada Borole (Inactive) made changes -
          Dev Due Date 11/Aug/2017
          Permalink
          jyoti.agrawal Jyoti Agrawal (Inactive) logged work - 04/Aug/17 01:10 PM
          • Time Spent:
            1h
             

            Task discussion, billed rate flow explation

          jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
          Assignee Prasanna Karlekar [ prasanna ] Harshada Borole [ harshada.borole ]
          jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
          Remaining Estimate 0h [ 0 ]
          Time Spent 1h [ 3600 ]
          Worklog Id 69565 [ 69565 ]
          Permalink
          harshada.borole Harshada Borole (Inactive) logged work - 05/Aug/17 04:12 AM
          • Time Spent:
            3h
             

            Analysis
            Discussion on Billed rate flow.

          harshada.borole Harshada Borole (Inactive) made changes -
          Time Spent 1h [ 3600 ] 4h [ 14400 ]
          Worklog Id 69617 [ 69617 ]
          harshada.borole Harshada Borole (Inactive) made changes -
          Status New Request [ 10029 ] Pending for Approval [ 10002 ]
          harshada.borole Harshada Borole (Inactive) made changes -
          Status Pending for Approval [ 10002 ] Approved for Development [ 10003 ]
          harshada.borole Harshada Borole (Inactive) made changes -
          Item State Parent values: Development(10200)Level 1 values: In Analysis(10204)
          Original Estimate 0h [ 0 ]
          Permalink
          harshada.borole Harshada Borole (Inactive) logged work - 07/Aug/17 07:46 AM
          • Time Spent:
            5h
             

            Analysis and discussion

          harshada.borole Harshada Borole (Inactive) made changes -
          Time Spent 4h [ 14400 ] 9h [ 32400 ]
          Worklog Id 69906 [ 69906 ]
          harshada.borole Harshada Borole (Inactive) made changes -
          Status Approved for Development [ 10003 ] In Development [ 10007 ]
          harshada.borole Harshada Borole (Inactive) made changes -
          Item State Parent values: Development(10200)Level 1 values: In Analysis(10204) Parent values: Development(10200)
          Permalink
          harshada.borole Harshada Borole (Inactive) logged work - 08/Aug/17 05:10 PM
          • Time Spent:
            7h
             

            Analysis and dicsussion

          Permalink
          prasanna Prasanna Karlekar (Inactive) logged work - 09/Aug/17 12:00 AM
          • Time Spent:
            0.25h
             

            Discussion on Billed Rate

          harshada.borole Harshada Borole (Inactive) made changes -
          Time Spent 9h [ 32400 ] 16h [ 57600 ]
          Worklog Id 70289 [ 70289 ]
          harshada.borole Harshada Borole (Inactive) made changes -
          Item State Parent values: Development(10200) Parent values: Development(10200)Level 1 values: In Analysis(10204)
          Hide
          Permalink
          jyoti.agrawal Jyoti Agrawal (Inactive) added a comment -

          Hi Deana Pender,

          The billed rate will work same as SelfInsured Component in billing reports. No billing policies will get applied on Billed rate in both billing as well as adjustment.
          Please confirm if this fine or not so that we can start with implementation?

          Let us know if billed rate is needed in Enrollment Report because SelfInsured Component is not an option in Enrollment Report. If required, we need separate time for analysis and we will create new JIRA for same.

          cc:Harshada Borole,Prasanna Karlekar

          Thanks,
          Jyoti Agrawal

          Show
          jyoti.agrawal Jyoti Agrawal (Inactive) added a comment - Hi Deana Pender , The billed rate will work same as SelfInsured Component in billing reports. No billing policies will get applied on Billed rate in both billing as well as adjustment. Please confirm if this fine or not so that we can start with implementation? Let us know if billed rate is needed in Enrollment Report because SelfInsured Component is not an option in Enrollment Report. If required, we need separate time for analysis and we will create new JIRA for same. cc: Harshada Borole , Prasanna Karlekar Thanks, Jyoti Agrawal
          Permalink
          jyoti.agrawal Jyoti Agrawal (Inactive) logged work - 09/Aug/17 11:52 AM
          • Time Spent:
            2h
             

            Discussion, analysis, jira update

          Permalink
          harshada.borole Harshada Borole (Inactive) logged work - 09/Aug/17 04:54 PM - edited
          • Time Spent:
            7h
             

            Analysis and learning
            Discussion with Jyoti A.

          Permalink
          prasanna Prasanna Karlekar (Inactive) logged work - 10/Aug/17 12:00 AM
          • Time Spent:
            0.75h
             

            Discussion on inclusion of Billed Rate in Billing Report
            Go through of reply to be done

          harshada.borole Harshada Borole (Inactive) made changes -
          Time Spent 16h [ 57600 ] 23h [ 82800 ]
          Worklog Id 70673 [ 70673 ]
          harshada.borole Harshada Borole (Inactive) made changes -
          Worklog Id 70673 [ 70673 ]
          prasanna Prasanna Karlekar (Inactive) made changes -
          Assignee Harshada Borole [ harshada.borole ] Deana Pender [ dpender ]
          Permalink
          harshada.borole Harshada Borole (Inactive) logged work - 10/Aug/17 11:37 AM
          • Time Spent:
            6h
             

            Analysis and discussion.

          harshada.borole Harshada Borole (Inactive) made changes -
          Time Spent 23h [ 82800 ] 29h [ 104400 ]
          Worklog Id 71184 [ 71184 ]
          jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
          Time Spent 29h [ 104400 ] 31h [ 111600 ]
          Worklog Id 71196 [ 71196 ]
          Hide
          Permalink
          prasanna Prasanna Karlekar (Inactive) added a comment -

          Hi Deana Pender,

          Could you please update us on above queries related to Billed Rate implementation on Reports.

          Thank you!

          cc: Jennifer Leugers, Jyoti Agrawal, Harshada Borole

          Show
          prasanna Prasanna Karlekar (Inactive) added a comment - Hi Deana Pender , Could you please update us on above queries related to Billed Rate implementation on Reports. Thank you! cc: Jennifer Leugers , Jyoti Agrawal , Harshada Borole
          Permalink
          prasanna Prasanna Karlekar (Inactive) logged work - 12/Aug/17 01:00 AM
          • Time Spent:
            0.25h
             

            JIRA update

          prasanna Prasanna Karlekar (Inactive) made changes -
          Time Spent 31h [ 111600 ] 31.25h [ 112500 ]
          Worklog Id 72552 [ 72552 ]
          prasanna Prasanna Karlekar (Inactive) made changes -
          Time Spent 31.25h [ 112500 ] 32h [ 115200 ]
          Worklog Id 72561 [ 72561 ]
          prasanna Prasanna Karlekar (Inactive) made changes -
          Time Spent 32h [ 115200 ] 32.25h [ 116100 ]
          Worklog Id 72816 [ 72816 ]
          gaurav.sodani Gaurav Sodani (Inactive) made changes -
          Item State Parent values: Development(10200)Level 1 values: In Analysis(10204) Parent values: Development(10200)Level 1 values: On Hold(10207)
          gayle.smelansky Gayle Smelansky (Inactive) made changes -
          Assignee Deana Pender [ dpender ] Gayle Smelansky [ gayle.smelansky ]
          Hide
          Permalink
          gayle.smelansky Gayle Smelansky (Inactive) added a comment -

          Hi Amruta,

          Could you please assist me on these questions so I could provide my input ?

          Thank you,

           

          Show
          gayle.smelansky Gayle Smelansky (Inactive) added a comment - Hi Amruta, Could you please assist me on these questions so I could provide my input ? Thank you,  
          gayle.smelansky Gayle Smelansky (Inactive) made changes -
          Assignee Gayle Smelansky [ gayle.smelansky ] Amruta Lohiya [ amruta.baheti ]
          darryn.carter darryn.carter made changes -
          Link This issue relates to CT-4760 [ CT-4760 ]
          amruta.lohiya Amruta Lohiya made changes -
          Assignee Amruta Lohiya [ amruta.baheti ] Jyoti Agrawal [ jyoti.agrawal ]
          Hide
          Permalink
          jyoti.agrawal Jyoti Agrawal (Inactive) added a comment -

          Hi Gayle Smelansky,

          The billed rate is currently used only on Invoice management. We show billed rate on invoice by applying billing policies and doing all sorts of calculations to bill and adjust out. To show billed rate in Billing Details report, calculation and policies cannot be applied. This field will directly pull the cost that is mapped to billed rate in the respective rate metrics. This will be similar to current working of SelfInsured Component in billing reports.
          Is this fine ? Please confirm

          Thanks,

          Jyoti Agrawal

          Amruta Lohiya

          Show
          jyoti.agrawal Jyoti Agrawal (Inactive) added a comment - Hi Gayle Smelansky , The billed rate is currently used only on Invoice management. We show billed rate on invoice by applying billing policies and doing all sorts of calculations to bill and adjust out. To show billed rate in Billing Details report, calculation and policies cannot be applied. This field will directly pull the cost that is mapped to billed rate in the respective rate metrics. This will be similar to current working of SelfInsured Component in billing reports. Is this fine ? Please confirm Thanks, Jyoti Agrawal Amruta Lohiya
          jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
          Assignee Jyoti Agrawal [ jyoti.agrawal ] Gayle Smelansky [ gayle.smelansky ]
          Permalink
          jyoti.agrawal Jyoti Agrawal (Inactive) logged work - 03/Jul/18 06:51 AM
          • Time Spent:
            1h
             

            Jira go through

            discussion with Amruta

            Comment update

          jyoti.agrawal Jyoti Agrawal (Inactive) made changes -
          Time Spent 32.25h [ 116100 ] 33.25h [ 119700 ]
          Worklog Id 122112 [ 122112 ]
          Hide
          Permalink
          Tiquanna Tiquanna (Inactive) added a comment -

          Gayle Smelansky- Please respond to the above comment made to you on July 3rd.

          Thanks!

          Tiquanna

          CC: Yamilka Coca 

          Show
          Tiquanna Tiquanna (Inactive) added a comment - Gayle Smelansky - Please respond to the above comment made to you on July 3rd. Thanks! Tiquanna CC: Yamilka Coca  
          Hide
          Permalink
          Yvonne.Zertuche Yvonne Zertuche (Inactive) added a comment -

          Hi Jennifer Leugers. I was going through Jira tickets with Gayle as the assignee and found this old ticket. Looks like all persons tagged on this are no longer active except for you, which is why I tagged you. Do you know if this is complete? If so, I'll switch it to done. Thanks!

          Show
          Yvonne.Zertuche Yvonne Zertuche (Inactive) added a comment - Hi Jennifer Leugers . I was going through Jira tickets with Gayle as the assignee and found this old ticket. Looks like all persons tagged on this are no longer active except for you, which is why I tagged you. Do you know if this is complete? If so, I'll switch it to done. Thanks!
          Hide
          Permalink
          jennifer.leugers Jennifer Leugers added a comment -

          Yvonne Zertuche I imagine if it isn't done it is no longer needed since it was back in 2018! Crazy ...

          Show
          jennifer.leugers Jennifer Leugers added a comment - Yvonne Zertuche I imagine if it isn't done it is no longer needed since it was back in 2018! Crazy ...
          Hide
          Permalink
          Yvonne.Zertuche Yvonne Zertuche (Inactive) added a comment - - edited

          Jennifer Leugers thanks! I tried to close it but that option isn't available to me for some reason. Could you try? If not, I'll reach out to Mikaela

          Show
          Yvonne.Zertuche Yvonne Zertuche (Inactive) added a comment - - edited Jennifer Leugers  thanks! I tried to close it but that option isn't available to me for some reason. Could you try? If not, I'll reach out to Mikaela
          Hide
          Permalink
          jennifer.leugers Jennifer Leugers added a comment -

          Amit Thorve could you please close this ticket?

          Show
          jennifer.leugers Jennifer Leugers added a comment - Amit Thorve could you please close this ticket?
          Hide
          Permalink
          amitthorve Amit Thorve (Inactive) added a comment -

          Satya I cannot close this ticket. Can you please do the same?

          Show
          amitthorve Amit Thorve (Inactive) added a comment - Satya  I cannot close this ticket. Can you please do the same?
          Hide
          Permalink
          satyap Satya added a comment -

          Hi Amit Thorve, Jennifer Leugers & Yvonne Zertuche,

           

          We had removed the workflow part from WT Project, these tickets are very old & kept for reference purpose. All relevant tickets were moved to Dev project. You can refer Dev project for current reference.

           

          cc: Samir Neeraj.Arora

          Show
          satyap Satya added a comment - Hi Amit Thorve , Jennifer Leugers  & Yvonne Zertuche ,   We had removed the workflow part from WT Project, these tickets are very old & kept for reference purpose. All relevant tickets were moved to Dev project. You can refer Dev project for current reference.   cc: Samir Neeraj.Arora
          Transition Time In Source Status Execution Times
          Harshada Borole (Inactive) made transition -
          New Request Pending for Approval
          		228d 6h 32m 1
          Harshada Borole (Inactive) made transition -
          Pending for Approval Approved for Development
          		4s 1
          Harshada Borole (Inactive) made transition -
          Approved for Development In Development
          		1d 1h 2m 1

            People

            Assignee:
            gayle.smelansky Gayle Smelansky (Inactive)
            Reporter:
            Dpender Deana Pender (Inactive)
            Account Executive:
            Jennifer Leugers
            QA:
            Lisa Hernandez (Inactive)
            Votes:
            0 Vote for this issue
            Watchers:
            9 Start watching this issue

              Dates

              Created:
              Updated:
              Dev Due Date:

                Time Tracking

                Estimated:
                Original Estimate - 0h
                0h
                Remaining:
                Remaining Estimate - 0h
                0h
                Logged:
                Time Spent - 33.25h
                33.25h