SmartFusion Modules > Utility Billing > Billing > Bill Run Wizard > Disconnect List

or

SmartFusion Modules > Utility Billing > AR Processing > Disconnect List

Recent Changes:  
6.231 - Added a new "Meter Information" in disconnect list grid reporting.

6.221 - Added functionality to exclude deposits from current charges when include current charges and exclude deposits are turned on.

6.205 - Added filter for charges, adjustments and penalties to transaction code selection for disconnect fee  

6.182 - Added a label indicating the type of mailing labels that will be generated for disconnect list labels, Avery 5162. This will be visible once a user checks the 'Print disconnect labels instead of report' checkbox

6.181 - Modified procedures to look at the ybbobill amount field when Budget Billing is activated 

6.173
- Show location zones combo box for Disconnect List report.
- Added location zones option in Bill Run Disconnect List section.
- Filter out customers if location zones are selected.

6.172
- Changed the Delinquent Date to default to the Cutoff Date as set in the billing run criteria.
- Changed the Transaction date for late charges to default to the current day.
- Added validation to the Delinquent Date to ensure that it falls between the Valid Transaction and Bill dates as set under the General tab in the UB System File.
- Added validation to the Transaction date for late charges to ensure that it falls between the Valid Transaction and Bill dates as set under the General tab in the UB System File.

Refer to bottom of page for changes prior to version 6.170

Introduction

This is one of the steps in the bill run wizard process. It is performed after utility bills have been sent, payments have been received and delinquencies have been reported.

Explanation

Selection Criteria

Sequence - order in which the report will be displayed. Values are account, name, or route. The default is route.
Delinquent Date - bill run cut-off date
Print disconnect labels instead of report - If this is checked, the disconnect labels will print. This is the same report as Delinquent Report/Late Charges. Also, if this is checked, "Print note on report", "Print current charges", "Print deposit", "Print age of balance", and "New page for each route" will all be disabled since they have no impact on the disconnect labels. The label size is Avery 5162 (2 across and 7 down).
Minimum Amount to be Checked
Enter ranges to include - Only for AR Processing report

  • Routes
  • Sequences
  • Suffixes

Exclude Critical Needs From Support Print Note On Report
Include Current Charges in Delinquent Balance (Bill Run Wizard) or Print current charges and include in delinquent balance (AR Processing)
Print Deposits
Print Age of Balance
New Page For Each Route
Include accounts with selected delinquencies only

  • 0-30
  • 31-60
  • 61-90
  • over 90

Include accounts with selected location zones only (Only showed for Bill Run Disconnect List)

  • Location Zones List

Add Cut-off Service - Only available if running report through billing wizard

  • Transaction Code (charges, adjustments and penalties)
  • Transaction Date
  • Service Fee Amount
  • Do not add service fee for critical needs

References

Changes Prior to Version 6.170

6.157 - Added in a sequence selection to the report. The report can now be run ordered by account, name, or route. The default is route.

6.141 - Updated the logic in AR Processing to look at the "Ignore billings after bill run" flag in UB System File > Delinquent Processing

6.136 - Updated logic to use all billed charges and all payments (or negative charges) to help in determining the delinquent balance; Clarified the "Print current charges" selection in AR Processing  

6.109 - Added grid reporting to the AR processing version of the report

6.98 
- Added the ability to 'Print labels instead of report' in the Bill Run Wizard  
- Made changes in calculating the delinquent balance in the Bill Run Wizard if the "Ignore billings after bill run" checkbox is checked in UB System File > Delinquent Processing

6.83 - Reverted back the corrections made on 6.82 sprint to calculate Delinquent Balance field.

6.82
- Fixed issue where deposits were not being included on the Disconnect List even when the "Print deposits" checkbox was checked.
- Made minor corrections to help improve the accuracy of the Delinquent Balance field. (This issue was discovered while testing. The field would sometimes not reflect the true past due amount if recent charges/payments existed.)
- Added checkbox to allow users to print the disconnect labels. This report is the exact same as the delinquent labels printed from Utility Billing > AR Processing > Delinquent Report/Late Charges ("Print delinquent labels instead of report" checkbox). This option will only be available if printing through AR Processing.

6.74
- Fixed the disconnect list data pull to accurately get the date range of when an account went delinquent
- Added distribution processing to catch anything that has yet to be processed prior to running the report

6.70 - Added location entity type to the report.

6.66 - Changed the report to count by route number, sequence, etc... rather than account number when calculating totals for fees.

6.62 - Added 2 new note options. Meter notes and Meter Location notes. 

6.52 - Changed report filter so the user can make multiple selections for delinquent range with options of 0-30, 31-60, 61-90, or over 90 if needed. Added a new field DelinquentRange to the ProcessState table.

6.49 - Added report filter for delinquent range with options of 0-30, 31-60, 61-90, or over 90

6.16
- Updated the csi_DisconnectList stored procedure to look at CurrentAmountOwed when "Include Current Charges" is selected
- Synced the UB System File setting for "Include Current Charges" with the disconnect list form