Summary

Account templates are used in the New Account Wizard to quickly add a group of services, service rates, fee codes and service request codes to a new customer account. This reduces data entry when creating customer accounts because all of the information on the account template will populate in the New Account Wizard. Many Springbrook users create an account template for each standard grouping of services/service rates (residential, commercial, industrial or housing developments) they generally add to new customer accounts.

Step by Step

1     Open the Account Template Selection window (UB> Maintenance> Account Template).

• The Account Template window will display all of the account templates that have been created.
• Click the Delete icon   to delete a template. There is no validation when deleting templates.
• Click the Modify icon   or press ENTER to modify an existing template.
• Click the Create icon   to create a new Account Template. This will open the Account Template Maintenance window.

2     Create a new account template.

• Enter a Group Name. The group name will display in the drop-down menu on the New Account Wizard when you are attaching account templates to a customer account. After the account template has been saved you cannot modify the value in this field.
  • The Group Name field can be up to 30 characters in length.
• Enter a Description of the account template. The account template description can be up to 50 characters in length.
• The Create icon   has four functions in the Account Template Maintenance window: add services, add service rates, add service requests and add fee codes. Click the Create icon drop-down menu to select what you would like to add to the account template.
• The End Date field in the Service section is used to enter the end date of a promotion and will only be enabled if you add a service or service rate to the account template.

3     Attach a service rate to the account template.

• When attaching a service rate to the template, the service attached to the service rate will also be attached to the customer account. You do not have to attach the service to the template separately.
• Click the Create icon drop-down menu and select service rate from the menu. This will open the Service Rates Selection window.
• The Service Rates Selection window will display all of the service rates and rate revisions that have been created.
  • Service rates and rate revisions are created on the Service Rates Maintenance window (UB> Maintenance> Service Rates).
• Click the Expand button next to a service to view all of the service rates attached to a service.
  • Click on the Expand button to view the revisions attached to a service rate.
• Highlight a service rate and press ENTER to add the service rate and attached service to the account template.
• The Services section will populate with the service rate selected in the Service Rates window.
• The End Date field in the Services section is used to enter a promotion end date on the service rate and should be used in conjunction with the Amount field.
  • The Amount and End Date fields in the Services section are used to create a promotion.
  • The value in the Amount field will replace the flat or minimum amount associated with the service rate when a billing is generated. The consumption on a device attached to the service rate will not be affected by the promotion amount.
    • If the Multiply Flat by Special Multiplier toggle (UB> Utilities> Setup> Billing tab) is checked, then the promotion amount will be multiplied by the value in the Special Multiplier field on the service rate.
  • The End Date field is used to enter the promotion end date. If the Promotion End Date occurs between the period begin and period end date of a New Billing, the promotion amount will be used instead of the minimum/flat amount on the service rate. The promotion amount will not prorate, even if the minimum/flat amount on the service rate is set up to prorate. If the promotion is active during the billing, the entire promotional amount will be used. If the promotion end date occurs prior to the period begin date of a New Billing batch, the promotional amount will not be used and the billing will be calculated as usual.
  • The Amount and End Date fields will populate in the Promotion Amount and Promotion End Date fields on the Service Rates tab of the new customer account (UB> Maintenance> Account).
• If the service rate on the account template will be used to bill the consumption on a meter, make sure the bill type on the service rate matches the bill type on the device. When a billing is generated, the consumption on a meter will be billed using all of the service rates on the customer account that have the same bill type as the device.
  • You can view the bill type of a device type on the Device Type Maintenance window (UB> Maintenance> (water, electric, gas) Device Type> General Tab> Bill Type field).
  • You can view the bill type of a service rate on the Service Rate Maintenance window (UB> Maintenance> Service Rate> General tab> Bill Type field).

4     Attach a service request to the account template.

• Select Special Request Code from the Create icon drop-down menu. This will open the Service Request Code window.
• Click the right border of the window to view the information attached to a service request code. This will change the window so that the Maintenance section will display.
  • When the Maintenance section is displayed you will be able to modify the service request codes.
• Select a service request code from the window and press ENTER to add the service request code to the account template.
• If you add a billable service request code to the account template, the service request can be billed (UB> Adjustments and Fees> Bill Service Requests) after it has been closed and committed (UB> Service Requests> Commit).
  • A service request code is set up as billable if there is a fee code attached to it. Expand the Service Request Code window so the Maintenance section displays and look in the Fee Code field to see if the service request code is set up as billable.

5     Attach a fee code to the account template.

• Select Fee Code from the Create icon drop-down menu. This will open the Fee Code Selection window.
• Just like the Service Request window, click the right border of the window to view the information attached to a fee code. This will change the window so that the Maintenance section will display.
  • When the Maintenance section is displayed you will be able to modify the fee codes.
• Select a fee code from the window and press ENTER to add the fee code to the account template.
  • The service that is charged for the fee code amount will need to be attached to the account. You can view the service attached to the fee code on the Fee Code Maintenance window (AP> Maintenance> Fee Code> Service to Charge field).

6     Attach a service to the account template.

• When you add a service rate to the template, the services attached to that service rate will also be added to the account template.  This option will add only a service to a customer account and is generally used when deposits or penalties are applied to a service that is separate from the standard water, electricity or gas services.
• Select Service from the Create icon drop-down menu to add a service to the account template. This will open the Service Selection window.
  • Click the right border of the Service Selection window to view the information attached to the services in the window. This will expand the window to include the Maintenance section.
  • Services are created on the Service Maintenance window (UB> Maintenance> Service). The only information contained on a service is the payment and budget priority settings.
• Highlight a service and press ENTER to select a service. This will close the Service Selection window and add the service to the account template.

7     Save the account template when complete.

• Click the Save icon when complete to save the account template.