SmartFusion Modules > Utility Billing > Enter/Edit UB Customer > Transactions Tab

Recent Changes:  
6.200 - Added the penalty transactions and displayed them on the summary report.

6.189 - Updated the logic for determining balances for when Budget Billing is Activated

6.188 - Updated the data pull for the Transaction Report to look at the Actual Amount and BudgetBilledAmount in ar012 instead of referring to the BudgetBilledItem table when Budget Billing is Activated in the UB System File

6.147 
- Modified the logic to only load the top 20 locations' transactions, sorted by date billed, most recent first, when the customer has more than 20 locations.
- Added a button, called Search All Locations, that will only be visible when the customer has more than 20 locations, which will allow the user to search for additional locations for that customer

6.130 - Updated the logic to look at the last bill run with printed bills instead of just the last bill run when determining Past Due Amount  

Refer to bottom of page for changes prior to version 6.120

Introduction

This screen allows the user to view transaction related details for customer locations like balance, past due amount, charges, etc...

Explanation

The user can view transactions for a customer (by clicking the magnifying glass next to their address), view pertinent details for the customer location, and take a payment for the customer.

Notes

For the past due amount. It will pull the amount that is past due based on the most recent bill. This screen will reflect a past due amount if the last bill processed had a past due amount in it. If the customer has not received a bill yet for the charge, it will not reflect on this screen.

Payment - Create a payment for the selected customer.
Counter - View counters for the selected customer.
Detail/Summary - Modifies the type of report viewed when clicking the magnifying glass.
Search All Locations - Search for additional locations' transactions

Changes Prior to Version 6.120

6.115 - Updated the calculation of the past due amount to handle negative charge transactions and bill runs with billing date as current date or a future date. 

6.100 - Updated the calculation of the past due amount to be before the current date.  

6.87 - Hotfix - checking for future payments when producing the calculated past due amount.  

6.87 - Set it up to where the a charge that was applied before the bill date would not count towards the past due amount, unless it was a penalty or has previously been on a bill.  

6.82 - Added a radio button group that changes whether the report you get from clicking the preview magnifying glass is the detail or summary. This will also remember the user's previous choice.  

6.81 - Fixed a bug where MGH payments with update numbers of 0 were not being calculated in the Past Due Amount causing the balance to appear to be more than it actually was.  

6.55 - Fixed a bug where a new customer who also had an adjustment, but not bills associated to them, could have a past due balance.