SmartFusion Modules > Utility Billing > Customer > Enter/Edit UB Customer > Locations Tab > Billing Options > Compute Contract Amount 

Recent Changes:
6.196 - Modified the data pull to create a separate contract record for electrical demand if it has a separate and unique transaction code  

6.193 - Modified the data pull to only select "Active" meters; Modified Meter Services grid so that the transaction code would be displayed

6.191 - Modified Fixed Services grid so that the transaction code would be displayed; Updated the logic for the Tax Amount to look at the "Taxable" flag for the customer location

6.185 - Added PCA for usage, PCA for demand and Tax to the Compute Contract Amount grid. Power cost adjustments will now be taken into consideration when calculating the budget billing contract amount.

6.150 - "Increase budget billing amount by (%)" field in the Budget Billing contract screen will now be editable.

Compute Contract Amount

NOTE: Contract Amount is only saved if the "OK" button is selected on the Compute Contract Amount screen AND the Billing Options screen.

This option launches the Compute Contract Amount screen, allowing you to select the metered and fixed services to be budget billed. Any or all services can be selected, but at least one service must be selected to determine a contract amount.

The "Increase budget billing amount by (%)" field will default to the value set in the Utility Billing General Settings but is editable.

Meter Service options:

All meter services that have been billed at least once will appear in the "Meter services" grid. Unbilled services will not appear yet, as they do not have the ability to calculate "Average Bill" until they are billed once. A meter service's "Amount" field can be overridden with a value different than the "Average Bill" amount.

When a meter service is selected, all other services for the related meter are selected as well. Each service on a meter has its own contract amount and average bill amount, and therefore counts as a Budget Billed Item. This also deselects all related items when the meter service is deselected.

When a meter set to "combine usage" (through its meter location) is selected, all other meters set to "combine usage" will be selected, regardless of the meter services on the affected meters. This insures that combine meters are all either part of the contract, or none of them are. This also deselects all related items when the meter service is deselected.

Meter Services Grid Fields:

  • Serial
  • Status
  • Service
  • Trans Code
  • Bills to Avg
  • Average Bill
  • Amount
  • Tax
  • Pca For Usage - will not be visible if there is no PCA amounts for any meter for the given customer location.
  • Pca For Demand - will not be visible if there is no PCA amounts for any meter for the given customer location.

Fixed Services options:

Fixed services are automatically selected when Compute Contract Amount is opened. The name of the service is not shown, just the "Quantity" of the service, as well as the "Multiplier" and "Amount" field.

Fixed Services Grid Fields:

  • Trans Code
  • Quantity
  • Multiplier
  • Amount

Contract Amount:

The total of all selected services.

Increase budget billing amount by (%):

The percent increase above the calculated meter service total. This value is set in the Utility Billing System File. The fixed services portion of the calculated contract amount is not affected by this "fudge factor" adjustment.

References

Budget Billing - Update in Progress