SmartFusion Modules -> Utility Billing -> Billing -> Bill Run Wizard

Recent Changes: 
6.231
- Added functionality to reset the values for newly added fields MeterStartDate and MeterEndDate in the CustomerMeterLocation table for Pending Final and Pending Active customers.

6.191 - Removed the update number as a filter for the deprecated BudgetBilledItem table  

6.181 - Added code to reset expired agreements that were removed during a billing if the 'Automatically remove expired agreements' flag is set in the UB system file.
6.173 - Added code to delete Bills saved in the DOC database for the bill Re-print functionality.
6.150 - Rollback will now rollback the contract amount if it has been adjusted from the bill run.
6.121 - Added logic to reset the status of a meter that was changed to the status selected in the finalize wizard when doing a rollback.  
6.78 - Fixed issue where the fixed service status was not getting set back to active for finalized accounts when they rolled back a bill run. Also fixed an issue with the ceiling amounts not getting properly reset after a rollback.
6.64 - Fixed issue where budget billing state was not restored after a rollback on a settled contract  
6.61 - Enhanced the billing run rollback to improve performance  
6.23 - Fixed bug to ensure transactions from other modules are not rolled back if they share the same update number  
6.02 - Added Service Assistance to roll back and converted to entity framework

Introduction

Billing rollback is a way for a smartfusion user to rollback a billing after printing bills.

Explanation

A typical use case for performing a bill run rollback is finding a mistake shortly after printing bills. A rollback should NOT be performed if customers related to the billing have taken payments or if the bill run was part of the ledger when posting to ledger. This is because transaction records that were part of that bill run may have been directly modified or currently being used in fund ledger.

Also Delete Bill Run After Roll Back - There will be a check box after clicking Rollback Billing Run in the pop up window that will allow users to remove the data from the billing run. If left unchecked, the bill run with all the previously entered criteria will remain.

What gets rolled back?

• Agreement Remaining
• Billing Cycle Last Billing Date
• Customer Location Budget Bill Amount
• Customer Location Contract Amount
• Customer Location Status
• Fixed Services Ceiling
• Meter Billing Status
• Meter Change In/Outs
• Payment Distributions
• Transaction Data related to Bill Run
• Skip Next Bill Option
• Service Assistance Agreement Remaining Amount