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SmartFusion Modules -> Utility Billing -> Utility Billing Customer

Recent Changes:  
6.207 - Added blank option in the tax transaction code dropdown list for fixed services

6.148 
- Fixed Issue 1: one can enter values in the following fields up to 2 decimal places: Base Amount, Multi, Ceiling, Remaining Ceiling, Amount but the grid would display 4 decimal places.
Quantity has been updated to show whole number value with no decimal places
- Fixed Issue 2: numerical values were not aligned to the right which is industry standard
- Fixed Issue 3: the textboxes were not properly aligned with the grid headers thereby potentially causing incorrect data to be entered
- Fixed Issue 4: updated layout of Ceil and Remaining Ceil textboxes to show 2 decimal places

6.70 - Added ability to include tax to fixed services

6.06 - Fixed issue for fixed services remaining ceiling amount not decrementing and inactivating the fixed service when ceiling amount is reached.

Introduction

A fixed service is a service that bills with a flat charge regardless of total usage by a customer.

Explanation

A fixed charge is designated as an automatic billing transaction code. A user can enter a fixed amount for the transaction code which keeps the fixed amount set to the amount specified. Otherwise, the amount can be set and vary from customer to customer.

Green + Button - Adds a fixed service transaction code
Red x Button - Deletes a fixed service transaction code
Transaction Code - A charge transaction code that is also an automatic billing transaction code. This is the fixed service transaction code utilized for fixed services.
Base Amount - A base amount is a flat amount added to the fixed service calculation for billed fixed service amount.
Bill Cycle - The billing cycle the fixed service falls under.
Status - Denotes whether the fixed service is Active or Inactive
Quantity - The number of instances of the fixed service. This is used during the calculation of the billed fixed service amount. Similar to multiplier below.
Multiplier - A multiplier used in the calculation of the billed fixed service amount.
Ceiling - The original ceiling amount set. Setting a ceiling amount will bill the fixed service transaction code until the remaining ceiling is finally exhausted. At that point, the fixed service is inactivated and ceilings are cleared.
Remaining Ceiling - The remaining ceiling amount left after any number of billings. This amount is reduced after printing the bills that include the fixed service transaction codes.
Amount - The fixed service amount used to calculate the billed fixed service amount.
Taxable?
Tax % - Percentage that will be applied to the Amount to determine the Tax Amount
Tax Code - Tax Code for the tax transaction that will be created for the fixed service
Note - A note about the fixed service
Reference ID - A reference id relating to the fixed service
OK - Saves any changes made and closes the form
Cancel - Cancels any changes made and closes the form

Calculation

Billed fixed amount is calculated during billing

Billed Fixed Amount = (Fixed Amount x Quantity x Multiplier) + Base Amount

To use ceilings, a ceiling amount must be set on the fixed service and the fixed service must be active. Also, the fixed service cannot be a budget billing fixed service. At the time of billing:

If (Remaining Ceiling - Billed Fixed Amount) > 0 then 
   Billed Fixed Amount
Otherwise
   Remaining Ceiling

Example:

Fixed Amount = 25, Quantity = 2, Multiplier = 1, Base Amount = 10, Ceiling = 200, Remaining Ceiling = 140

Billed Fixed Amount => (25 x 2 x 1) + 10 = 60
Is (Remaining Ceiling - Billed Fixed Amount) > 0? => 140 - 60 = 80
Yes, so use the Billed Fixed Amount => 60

Reference

Process Fixed Services Report
Rollback Billing Run