SmartFusion Modules > Utility Billing > Billing > Bill Run Wizard > Calculate Report 

Recent Updates:  
6.229
- Added logic in the calculate report process to use the standard usage for a meter if the corresponding rate table is set to 'Sewer ceiling' and the billing date is between the sewer ceiling date range in the UB System File.

6.121 - Updated logic to bill inactive meters for Pending final customers only if the 'Bill meters flagged as inactive' system setting is set. Also updated logic to bill inactive meters transferred as active to pending active customers.

6.65 - Optimized query to reduce time for data pull

6.62 
- Updated logic to filter by contract date for budget billing customers  
- Fixed a bug that could cause the reporting not to complete when rate tables were set up in a particular fashion.

6.59 - Correction made to logic to now consider if usage is negative or a rollover when calculating usage.

6.58 
- If the adjustment transaction is marked as taxable in the Rate Table, bill run will now create tax transactions for the adjustment charge.

6.54 
- Fixed a bug that wouldn't fully finalize a customer location unless the cycle was selected specifically when selecting "Calculate final bills for all cycles/routes". The billing wizard will now finalize the customer locations appropriately.

6.52 - Added the feature for filtering the services for reporting purposes only.  

6.51 - Made a change to the indexing to improve performance and reduce fragmentation.  

6.49 - Updated logic for "Calculate final bills for all cycles/routes" when a specific billing cycle has been selected

Introduction

The calculate report is one of the reports generated during the billing process.

References - Data Collection

  • Query customer locations and their related Meter Services
  • Query all Rate Tables and related Rate Table Items
  • Check for customer location budget billing records

References - Determining Meter Usage

  • Set values for demand, current, previous, and prior readings/dates.
  • Get demand, regular, and average usage values from readings. Check for rollover if current reading < previous reading.
  • At this point, the "No usage only" flag can be checked to filter out all customer locations with usage.

References - Code Conversion

https://harrislocalgov.hackpad.com/UB-Calculate-Report-6pKKUxlA8fO (this refr appears to have been lost after the transfer to DropBox)