SmartFusion Modules > Utility Billing > Maintenance > Budget Billing Increase and Letters

Recent Change:  
6.53 - Added update functionality for accounts that are set to auto re-enrollment and have had their settlement billing printed  
6.52 - Initial implementation

Introduction

This process allows for the printing of a letter to selected Budget Billing customers notifying them of their current and future contract amounts. A list showing a breakdown by transaction code of the current contract amount, future contract amount and future contract amount with multiplier can also be printed.

For customers set to auto re-enrollment, an update process is available after their settlement billing that will move the future contract amounts to the current contract amounts.

Explanation

Step 1 - Print list of budget billing customers to review their current and future contract amounts
Step 2 - Print letters and save future contract amounts
Step 3 - Update the next contract amounts after the current contract has been settled (auto re-enrollment is required)

Selection Criteria

Select Output Type - Letters, List - All, List - Settled
Select Process - Print Only, Print and Update, Update Only
Route Range
Sequence Range
Multiplier for Increase - default is 1.00
Additional Filters - Account, Billing Cycle, Transaction Code, Service Code, Master Code

Special Note

Future Contract amounts are based on both budget billed amounts and actual amounts within the time-frame as specified in the UB System File ("adjust the contract amount every xx months").
Example:

Current Contract Begin Date: 2/1/2018
Date Letters are Printed: 6/1/2018
Adjust Contract Amount Every: 12 months

The ar012 table will be reviewed for the first 8 months and the BudgetBilledItem table (actuals) will be reviewed for the last 4 months.