How do I use the Pinnacle Department Manager role to search, download, view billing, run reports and send email?

The Pinnacle Department Manager role gives you access to the following functions:

  • Search and view services for your academic or administrative unit.
  • Download results of a search.
  • View billing information for your academic or administrative unit.
  • Run the Pinnacle billing report for your academic or administrative unit. Output for this report is in PDF format.
  • Run and email the custom Account Bill by CFOP report for a specific account number. Output for this report is in Excel format.

The following sections illustrate how to access Pinnacle and perform these two functions.

1) Access Pinnacle

Use the following URL to access Pinnacle and login using your UIC NetID and password. acccbilling.uic.edu

2) Select Department Manager Role

After logging in, Pinnacle displays the home screen with the following menu in the upper right hand corner.

If you also have the Account Manager role, Pinnacle will have defaulted to Account Manager.  In this case, select Department Manager from the dropdown list.

3) Search and View Services

To search and view services, click on Services in the menu bar. The following screen is displayed.

You may generate a list of all the ACCC services for your academic or administrative unit, by clicking the Search button. You may create a selective search by entering one or more search criteria. Here are important definitions:

  • Department – chart following by the first three digits of your ORG (4 digits). For example, 2424 is ACCC’s department number.
  • Service Number – service ID such as telephone number or virtual server name.
  • User Defined ID – same as Department.
  • Service Type – type of service (e.g., VoIP, Virtual Server). Click on the Select button next to Service Type to see the list of service types.

Enter your search criteria and click the Search button. Following is the search for VoIP services for department 2424.

The following shows the result of the search.

You may click on any service number link listed to see the details of the service.

You may also search on a specific service.  For example, the following screen shows the results of searching for the service 3124133662.

Clicking on 3124133662 in the row displayed shows the details for that service.  The following two screen shots illustrate some of the detail provided.

Note: This version of Pinnacle does not display the recurring and one-time charges associated with the service. ACCC will be updating to the new version of Pinnacle this summer, and in this new version, the charges will be displayed.

4) Download Search Results

If results of search generates a list of services, you may download this list into a .csv file by clicking on the download icon as illustrated in this screenshot.

A typical download message will appear at the bottom of the screen for you to save the search results to a .csv file.

5) View Billing Information

To view billing information, click on Billing in the upper right hand corner menu.

The following screen will be displayed.

You may search on a specific Billing Date or a Department.  You may also click the Search button to see the list of bill runs for all the departments to which you have access.  Following is the result of clicking the Search button.

You may click on any billing date to see billing detail.  Following is the result of clicking on the 28-APR-2017.

Each of the options in the Department Billing menu bar provide another view of the unit’s charges for the billing period.

6) Run Pinnacle Billing Report

To view your unit’s bill statement for the billing period, click on the View Report button. See following screenshot.

A pop up window will appear.

After several seconds, the unit’s bill statement will appear in the window in PDF format. This statement can be either printed or downloaded.

7) Run Custom Account Bill by CFOP

To access the custom Account Bill by CFOP, select Report -> All Reports from the menu in the upper right hand corner.

The following screen is displayed.

Click the Search button to generate the list of reports.

Click on the Account Bill by CFOP link.  (We suggest you hide the other reports.)

The following screen is displayed.

Click the Run button to run the report.  The following window pops ups.

Fill in the fields as follows:

  • In Output Name, assign a name to the output file.
  • Check the Notify by email box.
  • Check the Attach output to email box.
  • Enter your email address in the Cc for email field.
  • Enter the CFOP in the Account Number field. (Format is Chart-Fund-Org Code--Program.)
  • Select the billing date for the Billing Date field.

Click the Run button.

Note:  If you enter an incorrect CFOP, you will not receive an error message, rather the report generated will be blank.

8) Access Report Output

In addition to receiving the output for the Custom Account Bill by CFOP report via email, you can access it directly in the system by selecting Report -> Outputs in the menu in the right hand corner.

The following screen is displayed.

To view the list of your report outputs, click the Search button.  Note that if you access this list immediately after running the report, the report may still be processing.  In this case, the icon next to the report will be flashing.  Your report outputs will remain in the system and listed here until you delete them.

 

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Last updated: 

October 12, 2017

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