SmartFusion Modules > Utility Billing > Parameters > UB Transaction Codes 

Recent Changes:  
6.170 - Added error validation to prevent a user from changing a payment to a charge if there are existing transactions; Also added warning validation when more than one trasaction code type is selected  

6.122 - Added tooltip on the "Apply payment priority" field that says "A priority of -5 is reserved for convenience fee charges."

6.65 - Added a warning popup message when a user checks the "Combine on Bill" check box stating "This feature is not recommended for metered services. If this transaction is used on metered services only one meter will appear on the bill if they have the same transaction code".

6.43 - Added option to select write-off code for charges and adjustment  

6.34 - Added option that allows user ability to turn on or off prorate charges. 

6.27 - Modified the base amount field to be disabled if the "Fixed amount transaction" is checked.

Introduction

This screen is used to set up transaction codes in the utility billing module

Explanation

Transaction codes are used throughout the utility billing system for any transactions that may be created.

Transaction Code Fields

Transaction Code - transaction code abbreviation used in system
Description - transaction code description
Module used in - displays the module the transaction code is used in
Status - displays the status of the transaction code
Service Type

Transaction Code Types - select only one

  • Payment
  • Deposit
  • Applied Deposit
  • Unapplied Deposit
  • Sanitation
  • Penalty
  • Charge
  • One time charge
  • Adjustment

Ledger accounts - the debit and credit account used in fund ledger

Frequency to post - allows the selection of the frequency to post to fund ledger. Additionally, you must set frequency to post on the transaction code to prorate based on a billing cycle number of months. This is required for metered services.

Fixed amount transaction - transactions that are associated with this transaction code are of a fixed amount

Amount to Post - the amount to post for the transaction, if any
Base amount - the base amount for the transaction, if any
Automatic billing transaction - the transaction is automatically generated at the time of billing
Do not distribute - do not used distribution for this transaction
Print transaction on bill - determines whether a transaction should be printed on the bill during the billing process
Track usage
Subject to penalty
Combine on bill - combine any transactions using this code on the bill during the billing process

Do not allow proration of charger for this transaction code - This will bypass the system option to prorate charges. If checked, this option disables prorating of charges during billing for this transaction code.
Note: You must set frequency to post on the transaction code to prorate based on a billing cycle number of months. This is required for metered services.

Automatically record the payment
Payment code to record

Apply payment priority - the priority in which this code gets distributed during payment distribution. A priority of -5 is reserved for convenience fee charges.

Applied deposit code - used on the Deposit Transaction Code to define the code the system should use when you apply the deposit to the customer’s account

Write-off code - only visible for charges and adjustments

Print order - order which they are printed on the bill during the billing process

How To Create a Simple Utility Billing Payment Transaction Code

  1. Login to SmartFusion > Click Billing > Click Utility Billing > Click Parameters > Click UB Transaction Codes
  2. Click the New button
  3. Enter string value into Transaction code text input
  4. Enter string value into Description
  5. Click the Payment flag within the Transaction Type section
  6. Select a Debit account
  7. Select a Credit account
  8. Click the Save button