SmartFusion Modules > Billing > Utility Billing > Bill Run Wizard > Billing Criteria

Recent Changes: 
6.218 
- Added option checkbox to Report High Usage; Added a field called Report usage over to allow them to enter a usage threshold; Added a combo to allow them to select a specific service; Added functionality to generate the high usage report in the bill run.

6.172
- Added validation for the Current Billing Date. It will now have to fall between the valid transaction and bill dates set under the General tab in the UB System File.

6.166
- Added validation to % for low usage control. One will now not be allowed to enter anything less than -100 and will not be able to enter anything greater than or equal to 0.
-Added validation to % for high usage control. One will now not be allowed to enter anything less than or equal to 0.

6.52 
- Added new check box for the "Verification Only by Service Codes" check box

6.35 
- Fixed Calculate report logic to not use number of units as part of the demand calculation. Corrected a rounding issue when dealing with number of units and usage.

6.19 
- Fixed Billing Journal report where meters that were set to zero dials was causing a system error and not allowing the billing journal to complete.

Introduction

For each bill run a set of parameters needs to be specified to determine which customer location accounts should be examined for potential service charges. The following criteria filters result sets to include only those accounts relevant to the purposes of the current bill run.

User Criteria

Bill Run Dates

Current Billing Date - This is the date that will appear as the bill date on any bills produced as a result of the bill run. The current billing date determines which meter reading will be selected as the "current reading" for any relevant meter. This value is also used to determine whether a standard bill or a final bill is produced for an account in a "pending finalized" state.
Date Due - This is the due date of the bill created as a result of the bill run. The bill must be paid by this date or delinquent penalties may be assessed.
Cut Off Date - This is the date where services for a delinquent account are subject to disconnect. Examples of services to be disconnected include (but not limited to): gas, sewer, water, electric.
Service Start Date - This is used for billing all non metered services like garbage. Using this will enter a begin date on the bill so the customer can see the period they are being billed for.
Service End Date - This is used for billing all non metered services like garbage. Using this will enter an end date on the bill so the customer can see the period they are being billed for.

Bank Draft Dates

Single Date

Draft Date - Visible if Single Date is selected

Multiple Dates

Draft Days For - Visible if Multiple Dates is selected

Data Selection

Exclude Customers Finalized Since - This will exclude every pending final account whose finalized date is on or after the date entered. It is often used by customers looking to finalize only a portion of their accounts at a time. The filter allows them to do a "Final bills only" bill run and finalize the set of customers who reached or exceeded their finalize date since the last bill run they were a part of.

Beginning/Ending Route - First number such that x is: x-11111-1
Beginning/Ending Sequence - Second number such that x is: 1-xxxxx-1
Beginning/Ending Suffix - Suffix is increased each time a new customer is added to a route and sequence.

Example:

• Beginning/ending route 9 to 9
• Beginning/ending sequence 14000 to 15000
• Beginning/ending suffix 0 to 2147483647

The accounts returned would include all customer locations from 9-14000-0 to 9-15000-2147483647 (9-14000-0 to 9-15000-9 for the purposes of SmartFusion's configuration).

Route, Sequence, Suffix - Specify a particular route, and you will get a selection for Customer Locations associated to it.

Exclude Customers Installed Since - This date field is used to filter out any Customer Location with a start date equal to or greater than the date specified, unless the Customer Location's status is "Pending finalized".
Exclude Customers Finalized Since

Verification only by service codes

Include only customers with no usage

Billing Cycle - Specify a particular billing cycle

Service Code (Metered) - Specify a particular metered service code

Transaction Codes - Specify a particular transaction code

Master Codes - Specify a particular master code

Report Selection

Output Option - All / Exceptions / Summary

Include Reports - All / Exceptions / Summary

% for high usage - Has to be greater than zero

% for low usage (as -) - Has to be a negative value but cannot be less than -100

Calculate final bills for all cycles/routes

Calculate for final bills only

Minimum total billed charges

High usage report - generate high usage report if checked

Services - specify any service for high usage report

High usage amount

Troubleshooting

Billing Wizard Troubleshooting

Reference

Bill Run Wizard