This document lists some common Utility Billing module tasks and where you would go to complete them.
| What you want to do |
Where to do it |
|---|---|
| Value 1 |
Value 2 |
| Where can I see all of the accounts attached to a customer record? |
The Customer window (SS> Maintenance> Customer) will display all of the accounts attached to a customer record, including accounts set up in other modules like the Accounts Receivable module. Open the Account Search window (UB> Account Search) if you would only like to view the UB module accounts attached to a customer. |
| What is the balance on a UB customer account? |
You can view the balance of a customer account using the Overview tab of the Account Master Maintenance window (UB> Maintenance> Account). The Overview tab bill display the balance forward of each service on the customer account. |
| What is the consumption on a meter? |
You can view the consumption on a meter using either the Device tab on the Account Master Maintenance window (UB> Maintenance> Account> Devices tab> Meter History sub-tab) or the Consumption tab on the Device Maintenance window (UB> Maintenance> Device> Consumption tab). |
| How do I create a new UB customer account? |
UB customer accounts are created using the New Account Wizard. The New Account Wizard is launched from the Account Search window (UB> Maintenance> Account). |
| How do I final an account? |
UB customer accounts are finaled using the Final Account Wizard. The Final Account Wizard will calculate the final billing on a customer account and set up the forwarding address where the final billing will be sent. The Final Account Wizard is launched by selecting the account to final and Final the Current Account on the Account Search window (UB> Account Search). |
| How do I add/remove/change-out a meter on an account? |
Services are performed on a customer account using a service request. Service requests are created using the Service Request Input Wizard which can be launched from the Account Master Maintenance window (UB> Maintenance> Account> Service Requests tab, or Devices tab), or from the service request input window (UB> Service Requests> Input). |
| How do I adjust a billing? |
You can adjust a billing that has been committed using the Adjustment Input Wizard. The Adjustment Input Wizard is launched from the Adjustments and Fees process (UB> Adjustments and Fees> Input), and can be used to create adjustments on billings, payments and consumption. |
| Where do I enter a meter reading? |
A single meter reading can be entered manually using the Device Maintenance window (UB> Maintenance> Device> Consumption tab), or can be entered using a read device service request. You can also enter the meter readings on an entire meter route using the Input New Meter Readings window (UB> Meter Management> Input New), or you can import meter readings from a file using the Meter Readings Import window (UB> Meter Management> Readings Import). |
| How do I adjust a meter reading? |
You can adjust a billed meter reading and create an adjustment on the account using the Adjustment Input Wizard (UB> Adjustments and Fees> Input), or you can adjust an unbilled meter reading using the Device Maintenance window (UB> Maintenance> Device> Consumption tab). If you adjust the meter reading using the Device Maintenance window, you will not create an adjustment on the account. When the billing is generated, the customer will be billed the modified amount. |
| When does a customer account bill? |
Determine which billing cycle the customer account is attached to using the Account Maintenance window (UB> Maintenance> Account> Account tab> Account sub-tab> Billing Cycle field). Determine the next billing date using the Billing Cycle Maintenance window (UB> Maintenance> Cycle Code> Add the Days in Period field to the Period End Date field). |
| How do I receive payment on an UB customer account? |
All payments are received using the Cash Entry window in the Cash Receipts module. |
| I received an error message saying that the meter I was trying to modify had a pending status. How do change it to an active status? |
Meters will have a pending status until the service request to install the meter on the account has been closed and committed. Close the service request using the Input window (UB> Service Requests> Input), and then commit the service request using the Commit window (UB> Service Requests> Commit). |