SmartFusion Modules -> Utility Billing -> Bill Run Wizard

Recent Changes:
6.191 - Fixed a bug that would add a possible rollover exception if there was a missing current reading.
6.189 - Added an exception when a possible rollover happens.
6.121 - Added city, state and zip code of the service address to the billing exceptions report.
6.88 - Added exceptions for invalid combined charges
6.87 - Treating the average usage as 0 if it comes up NULL in the high usage check.
6.84 - Modified the logic for on-hold exceptions to not include customers who are finalized and on-hold. All other statuses will continue to be reflected, including pending final.
6.83 - Corrected issue where Meters with Usage were being reported as having no usage. 
6.75 - Added the "Service Code" column to the grid.
6.70 - Fixed issue where "Missing Rate table items or master code mismatch" exception is not showing in Billing  exceptions 
6.65 - Added the meter location's average usage to the report.
6.36 - Added "No previous billed reading" exception.
6.35 - Added ability to filter based on selected combo boxes when previously only allowed filtering based on what was selected on the grid.

Introduction

Bill run exceptions are available for display and printing on the Update Billing Information Step of the wizard. The grid will display all warnings and errors for the current selected bill run criteria.

Explanation

The exception report is run by clicking the Print Preview button below the exceptions grid on the Update Billing Information step. This report will print what is currently listed in the grid. The results can be filtered by Service, Exception Type, and Severity. The Search button must be clicked before the filter is applied to the grid results and report.

Exception: No previous billed reading

Scenario to produce exception:

  • If an account's customer and location are not finalized
  • and the account does not have an initial billed reading

Exception: Vacant location has active meter with usage

Scenario to produce exception:

  • If an account's customer location has been finalized (has a final bill date)
  • and the location is currently vacant
  • and a meter location does not have an end date
  • and the meter from the meter location has a status of active
  • and an unbilled reading exists, the exception will created

Exception: Invalid combined charges

Scenario to produce exception:

  • If an account has a charge linking to a main charge
  • and more than one transaction exists with the transaction number for the main charge

How to resolve:

  • Rollback the bill run (only if ar012 has already been updated)
  • Query ar012 and find the max itxsno for all the UB transactions
  • Update ConfigurationItem so that the NextTransactionNumber for UB is higher than the max itxsno from ar012

Additional test scenarios