{{ model.title }}
This page is currently being edited by {{ model.editingBy }}.Introduction
SmartFusion allows users using service type functionality to define service assistance agreements that pay designated service type transactions.
Explanation
Service assistance is very similar to third party agreements. Third party agreements can assist a customer by paying their balance due. However, unlike third party agreements which apply to all transaction codes, service assistance would specifically be based on a Service Type. These customers may be billed many different charge transactions but the service assistance can only apply to the specific transactions with that service type.
Service Assistance Setup
- Navigate to the UB system file, delinquency processing section. Turn on service types.
- Create a service type that will be utilized with service assistance.
- Create a service assistance transaction code to use. See service assistance transaction section below for proper set up.*
- Navigate to a customer that will be using service assistance and go into agreements set up. Click on service assistance tab and create the agreement. Select the service type and service type transaction code that will be used to apply the negative charge when paying off the transaction on the bill.
- Modify any transaction code that the service assistance agreement will be providing assistance on. For example, if the service type is gas, a user would want to relate all gas transaction codes to the gas service type.
*Service Assistance negative Transaction Code Requirements(Transaction code used to payoff service assistance transactions):
- Set transaction code up as an adjustment or charge transaction. Implications of not doing so will cause bill reporting and balance issues.
- Set transaction code subject to penalty if the charges that are associated to the service type being paid off are subject to penalty. Implications of not setting this code subject to penalty will cause bill journal to falsely report delinquent owed and cause delinquency problems.
- Service assistance transaction code should always be set up with the service type it will be related with(i.e. If service type is gas the transaction code should related to the gas service type.
Service Assistance Process
Once service assistance has been properly set up, service assistance will be provided to service assistance customers during the bill run process in the billing wizard.
During the billing calculate, a user can review the billing journal to see the service assistance amount and transaction code. This does NOT modify any data so the user can run this many times to ensure that the amounts are correct before moving on to the bill print.
After bill print, service assistance agreement remaining amounts will be deducted.
Note: If a new service assistance agreement is created AFTER the billing calculate part of the wizard, a user will have to run the billing calculate again for the agreement to take affect during bill print. Otherwise, it will NOT be a part of the bill.