Rate Modeling Simple Detail Analysis Report Instructions

Use the Rate Modeling Simple Detail Analysis Report to provide a comparison between actual Edifice Transaction Code revenue and potential Edifice Transaction Code revenue.  This report can be used to provide information on proposed rate changes.  For each transaction code within each company, customers are grouped by New, Current and Final with the actual usage for each step, the rate and the revenue are being reported.  In addition, it presents the estimated revenue based on the usage and proposed rate models that are maintained during Model Rate Table Maintenance.

Tips:

Directions:

To open:

1.  Click Analysis from the menu.

2.  Click Rate Modeling.

3.  Click Simple Detail Analysis.

Tip:  Or, use the keyboard shortcut:  [ALT] [s] [m] [d].

 

Rate Modeling Simple Detail Analysis Report Window Example:

 

 

Rate Modeling Simple Detail Analysis Report Prompts

 

Services

To select the Services to print, click to check the appropriate Services listed.

Tip:  To quickly select or de-select all Services listed, click Check All .

Companies

To select the Companies to print, click to check the appropriate Companies listed.

Tip:  To quickly select or de-select all Companies listed, click Check All .

Reason Codes

To select the Reason Codes to print, click to check the appropriate Reason Codes listed.

Tip:  To quickly select or de-select all Reason Codes listed, click Check All .

Rate Class

To select the Rate Classes to print, click to check the appropriate Rate Classes listed.

Tip:  To quickly select or de-select all Rate Classes listed, click Check All .

Finance Periods

To select the Finance Periods to print, click to check the appropriate Finance Periods listed.

Tip:  To quickly select or de-select all Finance Periods listed, click Check All .

Transaction Codes

To select the Transaction Codes to print, click to check the appropriate Transaction Codes listed.

Tip:  To quickly select or de-select all Transaction Codes listed, click Check All .

Note:  The parameters Include Zero Charges & Include Negative are used in conjunction with each other to include or exclude certain types of transactions.

Include Zero Charges

Include Negative

To use Include Zero Charges and Include Negative do the following:

  • If Include Zero Charges and Include Negative are both checked, all charge values will be included in the analysis.  

  • If both are unchecked, only charge values larger than $0.00 will be included in the analysis.

  • If Include Zero Charges is checked and Include Negative is unchecked, only charge values equal or larger than $0.00 will be included in the analysis.

  • If Include Zero Charges us unchecked and Include Negative is checked, only Charge values smaller than $0.00 or larger than $0.00 will be included in the analysis.

Reading Date Range
From

To limit the report to a range of Reading Dates, enter the appropriate beginning Reading Date in the range.

Note:  You must maintain either a Reading Date range or a Posting Date range for the report.

Through

To limit the report to a range of Reading Dates, enter the appropriate ending Reading Date in the range.

Note:  You must maintain either a Reading Date range or a Posting Date range for the report.

Posting Date Range
From

To limit the report to a range of Posting Dates, enter the appropriate beginning Posting Date in the range.

Note:  You must maintain either a Reading Date range or a Posting Date range for the report.

Through

To limit the report to a range of Posting Dates, enter the appropriate ending Posting Date in the range.

Note:  You must maintain either a Reading Date range or a Posting Date range for the report.

Customer ID(s)

Entry Options:

  • To print an individual account, enter the Customer ID. (up to 12 characters)

  • To build a list of customers to report:

  • Enter the Customer ID followed by a comma (,).

  • Continue to enter the desired customers.

  • To complete the customer list, press [TAB].

  • To search for the appropriate customer ID, click Search .

  • To build a range of customers, enter the beginning Customer ID, followed by a hyphen (-) and then the ending Customer ID.

  • To print all customers on the report, please leave blank.

To begin printing to the Windows® default printer, click Print, or press [ENTER].  Keyboard shortcut:  [ALT + p]

Or, to print to the Print View window, click Print View .

Or, to escape from the print routine, click Cancel .

Keyboard shortcut:  [ALT + c]

 

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