EDIFICE Inquiry

Use the EDIFICE Inquiry to view information for customers, locations, service connections and all of your EDIFICE information. The Inquiry offers a flexible way to look at EDIFICE information. You can customize your screen to display only the information you want to see. You can organize the information any way you'd like. The View and Tools menus are where you select the views of information you'd like to see and each view is described below. You can place the views on your screen to build a layout that you can use whenever you want. Views can be tabbed, docked, floating or pinned to suit your needs. Layouts can be saved so they can be used again. After a layout is saved it is available on the Home screen for use whenever you want to open it.

Opening the EDIFICE Inquiry, click More.

Using EDIFICE Inquiry Special Features, click More.

Building & Managing an Inquiry Layout, click More.

EDIFICE Inquiry Special Features
Icons are available for performing special functions:
	Click Information Hover to see additional information about a field without opening another window. For example, to see a customer's name, click next to Bill To.
	Click Refresh to refresh or load the data for the current account into the view.
	Click Back Forward to move to the next or previous sequence in a book.
	Click Save to save information for the currently displayed account.
	Click Erase to clear the information currently displayed for an account. Tip: This is the same as [CTRL + x] in the Classic Inquiry.
	Click View Search Results to display the results of the most recent search at any time.
	Click Edit to create or edit information "on the fly". Edit works in the same manner as the Fast Access Maintenance in the Classic Inquiry. Note: In addition to Edit that opens a maintenance for editing information, certain fields can be edited directly in the Inquiry. Views with fields that can be edited: Location, Connections, Services, and Customer.
Actions	Actions are available at the top of certain panels, to launch wizards related to the information on the view. Customer View Actions Example:
Grid Views Certain views offer a grid display that looks similar to Excel with column titles and data. Grid views offer special functionality.
Fields	Choose the fields to display using the Field Chooser. Fields can be re-arranged by clicking and dragging them. The system will remember the field order the next time the view is opened.
Ordering	Items display in a default order, but you can order by any field. A gray arrow on the column header indicates how they are currently ordered.
Grouping	To group the items in a view, drag a column header to this box in the upper left of the view . In the example below the items are grouped by territory. To see each work order for a territory, click Plus . The default sort is a-z. To reverse click to sort z-a. Tip: To un-group the items, drag the column heading back to the column headings.
	The Funnel icon that is available on all of the fields is used to filter the data to only see what you want to see. Filtering allows you to see only specific items or a range of items. Custom filtering on a field is available. To clear filters, click Filter and then click Clear Filer. Filter drop-down example:
Right-click Menus	Right-click functions are available in grid views. Right-click shortcut menu example:

EDIFICE Inquiry - View Descriptions Notes: The views are found on 2 menus that are described here: The view menu lists views that give information specific to a location or account. The tools menu lists views that offer more broad information, which is not specific to a particular account. Tip: Certain views on the Tools menu are processes that can be run from a single screen. Processes include past due and shut offs, scheduling, service management and testing management. The layout menu contains options for building and managing layouts for your user and is described above. Each view has actions that allow you to create, edit and remove certain pieces of information.
View These views show information that is specific to an account.
Account Balances	Shows account balance detail and summary information broken down by service and grouped into categories. There are several options that allow you to view only the information that you want. You can also see interest, budget and lien information by clicking the Financials tool. Tip: The account balances view and the balances view show the same information, but each is presented differently.
Billing	Shows billing history for the customer, including usage and charge information.
Change out History	Shows information about the change outs for the location.
Classic Inquiry	Shows information for the classic version of the Inquiry.
Connections	Shows information about the connections on a location including meters, trailers, components, backflow devices and any other type of connection. Each connection has its own tab, which displays the billing and device information for that connection. The sections are collapsible. Information hovers give you more information and you can use the edit icons to change information. You can add, remove and change out connections in this view.
Customer	Shows demographic information for the customer with collapsible sections for name and mailing address, contact information, customer user-definable fields, notes, message, ACH information and online access information. Many fields in this view can be edited.
Documents	Shows a history of the forms that were printed for the customer through the system, including statements, past due notices and customer letters. These can be reprinted from this view, if needed. Shows any documents attached to the customer or location. These are items received from or pertaining to the customer.
Images	Shows the images attached to the account. Here you can add an image, give an image a title, save it, add notes and get information about the image.
Invoices	Shows a history of invoices associated with an account, open, paid or both. You can adjust the payment priority of open invoices, allowing them to be paid in a different order than the default, if needed. Note: The invoices view only pertains to open item systems.
Line Mapping	Shows information about the utility's line infrastructure.
Location	Shows information about the service location, with sections for account basics, address, property information and location user definable fields. Many of the fields in this view can be edited.
Location History	Shows the past owners and tenants on the location, as well as, the past locations associated with the customer.
Map	Shows a geographical view that can include a pinpoint for a location. You can click the pinpoint to obtain location information. Maps can be overlaid with layers that can provide asset information such as infrastructure around the location. Maps can be saved as an image on a location.
Messages	Shows a history of messages attached to a customer or location. New messages can be added and the alert status of existing messages can be changed.
Payments	Shows the history of payments made on an account, as well as, payment plans for a customer.
Read History	Shows the reading history for a location, which can also be printed.
Services	Shows the customer services information including status, finance period, rate class and tax information. There is a tab for each service an account has. Many fields in the view can be edited.
Timeline	Shows a calendar view of activity on an account. You can choose what types of activity you would like to see, including transactions, work orders, messages and documents. Items that are specific to a particular service are color coded to indicate to which service they pertain. Arrows or the month and year drop-down menus allow you to select the month to view.
Transactions	Shows a complete history of transactions on an account, including billing, payments and deposits. This history includes transaction codes, amounts and readings and usage when applicable.
Work Orders	Shows a history of an account's work orders including orders that are completed or canceled. You can create a new work order for the location or print an existing work order here. Use the plus sign to expand each line for more detail. Double-click a work order to bring up details in the work order entry screen.
Tools Menu The views on the Tools menu are not specific to an account, but give broader detail about the system.
Billing Explorer	View, manage and process all types of billing transactions from a single screen.
Build BUSA Report	Create and view your own individualized reports for quickly generating information.
Book Sequence	Shows a list of locations in a particular book. Double-click a location to load the account. Use the drop-down menu to select another book.
Cash Explorer	View, manage and process all types of cash transactions from a single screen.
Executive Reporting	Shows a reporting tool that allows you to easily generate and view EDIFICE information in flexible ways. Choose the report, set your options and click run. Reports can be viewed as a grid, in a bar graph or both, side by side. The reports can be saved to run again, exported, or printed from this view. And, these reports can be incorporated as a view on your layout.
Past Dues	View and manage the past due process from a single screen. You can produce a list of past due accounts, generate letters/notices, assess past due costs and track the progress of the process.
Recent Accounts	Shows a list of all accounts that have been recently loaded. Double-click to load an account to the inquiry.
Refunds	View and manage the refund process from a single screen. You can process refunds for all or selected customers who have credit balances or deposit balances that need to be refunded.
Search Results	Shows the results of the most recent search in a grid view. Click a result to load the account. This view can be incorporated in your layout.
Service Management	Shows a centralized dashboard for managing all work orders. You can see work order detail as well as edit, create, schedule, re-schedule and complete work orders. As with all other grid views, this list can be customized by any field, including technician and problem code. The actions and automated events tabs pertain to the mobile work orders module. The actions tab lists items that need to be completed by the office staff after a work order is completed in the field. The automated events tab deals with processes that can be automated when a work order comes back from the field.
Shut Offs	View and manage the shut off process from a single screen. You can use actions to produce a list of shut offs, generate letters/notices, create work orders, assess shut off costs and track the progress of the process.
Tasks	Shows and manages tasks assigned to each user. You can view tasks by who assigned them, who they are assigned to, and the status of the task. Tasks which are overdue will be highlighted in pink. New tasks can be added and tasks can be marked as completed.
Testing Management	View and manage all device tests such as backflow devices and meters. The entire device testing process can be managed in this view.
Wizards	Shows a list of wizards that can be launched from a centralized area rather than from actions on specific views. If you prefer to see the whole list you may want to keep this view handy. Tip: This view offers the same list of wizards as the Classic Inquiry.
Layout Management Note: For more information on building and managing layouts, click Building & Managing Layouts above.
Open layout	To display a layout on the screen, from the View menu click Open Layout and then select the desired layout name. Tip: Or, from Home, double-click a tile name to open the layout.
Save Layout	To save the changes to the layout currently open, click Save Layout. Enter a name for the layout and then, click Save Layout.
Remove Layout	To remove the layout from the saved layouts, click Remove Layout. After clicking Remove Layout, the layout name no longer displays in the list of layouts.

Directions:

Opening a Layout:

Creating a new Layout: