Pinnacle 6 – AT&T Monthly Call Record and Data File Loads to Billing System Process
This process is composed of two components.
- Part 1 is to go to the AT&T web site, ATT.com, and prepare the month’s charges. There are two files prepared, one for Voice and one for Data. Data is usually larger than the Voice file. The entries range from the middle of each month, for example, the December file will contain October 17th through November 16th records. These files cannot be loaded into the Billing System until the bill has been successfully run.
- Part 2 is importing the monthly charges into the billing system.
Part 1a - Obtaining Voice Records file from AT&T site
1. Login to AT&T web site ATT.COM
2. Click on Small Business tab
3. Click on Log In (under AT&T Premier heading)
4. Enter username login (cld02004)and password (cld24639) associated with this account
5. Click on Login
6. Click on Billing (in blue at top of screen)
7. Click on Download Billed Usage Details (on left of screen under Menu Options/Billing)
8. Click on Select Month (i.e., JAN 2011 which is for the November 17th through December 16th)
9. Click on Billing Accounts
10. Click on radial button
11. Select Voice.
Note: This file is run first. Data file is run after this file is processed.
12. Click on radial button for Select Billing A/C
Create a folder on the Desktop for the month being processed
13. Click on Billing Account Selection
14. Select all accounts EXCEPT 824 407 7290 (this is for the Athletics Department and cannot be processed through a load due to Voice Pooling Credits
15. Click on Download Billed Usage
16. Click on Save
17. Drop the completed file into the folder created for that month on desktop
Note: If the file is too large, give a relevant name to AT&T of which AT&T will email notification when the file is ready. i.e. ATT VOICE Open the file to check the Bill Date (for December – will see November through December dates)
18. Open the Voice file
19. Expand the columns
20. Insert new column after Date column
21. Copy Date column into Notepad
22. Click on Save using a ‘relevant’ name
23. Open a new Excel file
24. Open a new Document file with a file extension for ALL files (helps in locating the text file created.
25. Click on Open (to open the text file)
26. Click on Text Import Wizard (this will be used to correct the date format. Billing System must see mm/dd/yy for date to process record correctly)
27. Click on Radial Button to change to Data Type with Fixed Width
28. Click on Next
29. Click on top of file to create break at every 2 digits
30. Click on Next
31. Click on Finish
32. Click in new column (to right of 3 columns for MM/DD/YY
33. Click on Formulas
34. Click on Insert Function
35. Click on Concatenate
36. Enter A1 in Text #1 field
37. Enter / (slash) in Text #2 field
38. Enter B1 in Text #3 field
39. Enter / (slash) in Text #4 field
40. Enter C1 in Text #5 field
Note: If this looks correct
41. Drag cursor down the new column to highlight entire column to be copied into the ATT file (Voice)
42. Insert new Column (after existing date column)
43. After existing column and new column is reviewed, if OK – can delete incorrect date column
44. Once date is fixed, file is saved as ATTVOICE (for voice file)
45. Click on FINISH –will see message “STATUS = Fetching the Process”
Note: File can be opened to verify record count. If the heading line was left in the file, this should be the only error encountered.
46. Click on Close
47. Log out of AT&T site
Part 2a – Loading Voice File into Billing System (Pinnacle)
1. Login into Pinnacle 6 following login process
2. Verify using correct “Business Office Admin” to enable access
3. Click on Usage (at top of screen)
4. Click on Usage Files
5. Click on Load file(button)
6. Source is AT&T (which is the vendor).
7. Select ATT-VOICE
8. File Set Title stays the same
9. File Location – click on Local (radial button to change from Server). File can be processed from the local PC/desktop
10. Directory stays at default (not changed)
11. Click on Browse
12. Go to Desktop
13. Get the ATT file with .txt (file extension)
Do NOT stop the file processing – this will cause issues.
Part 1b - Obtaining Data Records file from AT&T site
48. Login to AT&T web site ATT.COM
49. Click on Small Business tab
50. Click on Log In (under AT&T Premier heading)
51. Enter username login (cld02004)and password (cld24639) associated with this account
52. Click on Login
53. Click on Billing (in blue at top of screen)
54. Click on Download Billed Usage Details (on left of screen under Menu Options/Billing)
55. Click on Select Month (i.e., JAN 2011 which is for the November 17th through December 16th)
56. Click on Billing Accounts
57. Click on radial button
58. Select Data. This file is created after completing the Voice file processing.
59. Click on radial button for Select Billing A/C
Folder on the Desktop for the month being processed will be used for the Data file as well as the Voice file created
60. Click on Billing Account Selection
61. Select all accounts EXCEPT 824 407 7290 (this is for the Athletics Department and cannot be processed through a load due to Voice Pooling Credits
62. Click on Download Billed Usage
63. Click on Save
64. Drop the completed file into the folder created for that month on desktop
Note: If the file is too large, give a relevant name to AT&T of which AT&T will email notification when the file is ready. i.e., ATT DATA
65. Open the Data file (for December – will see November through December dates)
66. Expand the columns
67. Insert new column after Date column
68. Copy Date column into Notepad
69. Click on Save using a ‘relevant’ name
70. Open a new Excel file
71. Open a new Document file with a file extension for ALL files (helps in locating the text file created.
72. Click on Open (to open the text file)
73. Click on Text Import Wizard (this will be used to correct the date format as the Billing System must see mm/dd/yy to process correctly)
74. Click on Radial Button to change to Data Type with Fixed Width
75. Click on Next
76. Click on top of file to create break at every 2 digits
77. Click on Next
78. Click on Finish
79. Click in new column (to right of 3 columns for MM/DD/YY
80. Click on Formulas
81. Click on Insert Function
82. Click on Concatenate
83. Enter A1 in Text #1 field
84. Enter / (slash) in Text #2 field
85. Enter B1 in Text #3 field
86. Enter / (slash) in Text #4 field
87. Enter C1 in Text #5 field
Note: If this looks good,
88. Drag cursor down the column to highlight entire column to be copied into the ATT file (Data)
89. Insert new Column (after existing date column)
90. After columns (new column and existing column are reviewed and OK) – remove incorrect date column
91. Once date is fixed, file is saved as ATTDATA (for data file)
92. Click on FINISH –will see message “STATUS = Fetching the Process”
Note: File can be opened to verify record count. If the heading line was left in the file, this should be the only error encountered.
93. Click on Close
94. Log out of AT&T site
Part 2b – Loading Data File into Billing System (Pinnacle)
14. Login into Pinnacle 6 following login process
15. Verify using correct “Business Office Admin” to enable access
16. Click on Usage (at top of screen)
17. Click on Usage Files
18. Click on Load file(button)
19. Source is AT&T (which is the vendor).
20. Select ATT.DATA
21. File Set Title stays the same
22. File Location – click on Local (radial button to change from Server). File can be processed from the local PC/desktop
23. Directory stays at default (not changed)
24. Click on Browse
25. Go to Desktop
26. Get the ATT file with .txt (file extension)
Do NOT stop the file processing – this will cause issues.
Example of AT&T Screen Used to Create Voice & Data Call Record Files
Updated –01/25/11 Page 2