Billing Adjustments Entry

Use the Billing Adjustments Entry to enter or edit correction billing transactions for customers.  The billing Adjustment transactions are maintained in the Billing Adjustments Transaction file until you perform the Billing Adjustments Post.

Notes:

• The Billing Adjustments Entry window looks similar to the Bill Entry window.  You can recognize Billing Adjustments Entry by the program name that displays on the Status Bar as well as, the light teal window border.

• After entering the customer Billing Adjustments transactions, confirm your entries by printing the Edit Journal.

• Entered customer Billing Adjustments transactions do not update the customer's balances until you run the Billing Adjustments Post.

• You must exit the Billing Adjustments Entry program to run the Billing Adjustments Post.

• For more information about working with data in fields, see Data Entry Guidelines.

Directions:

To see directions for...

• Opening Billing Adjustments Entry, click More.

   

  1.  Click Daily Work from the Menu Bar.

  2.  Click Billing Adjustments.

  3.  Click Entry.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [y] [a] [e].

   

  Billing Adjustments Entry Window Example:

  Tip:  To see detailed instructions for each section or field name in the examples below, the cursor becomes a hand when you position the cursor over the field or section.  Click once to display the associated topic.

  

   

• Entering a Customer Billing Adjustment, click More.

   

  To create a new Billing Adjustments transaction:

  1.  From the Customer Entry area, retrieve the displayed Sequence Number or enter a Customer ID or a Location ID.

  2.  To accept the default Transaction Code press [TAB] or enter the another Transaction Code.

  3.  Accept the Prior Reading or enter the new Prior Reading, if applicable.

  4.  Enter the Present Reading, if this is a usage type transaction.

  5.  Confirm the Charge amount and Tax amount, if applicable.

  6.  Confirm the Age for the charge.

  7.  To complete the Billing Adjustments transaction, click Add to List.

  8.  When all Billing Adjustments transactions for the service connection are entered, click Commit List.

   

• Editing a Customer Billing Adjustment, click More.

  Editing Uncommitted and Committed Billing Adjustments Transactions

  Note:  Billing Adjustments transactions can be edited as many times as necessary until you run the Billing Adjustments Post.

  1. From the Transaction Detail List area, click to highlight the desired Billing Adjustments transaction detail line to change.

  2. To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  3. Enter the data changes.

  4. To complete the edit process, click Add to List.
     
     Tip:  After you click Add to List, you can see the changed Billing Adjustments transaction in the Transaction Details List area.

  Editing Posted Billing Adjustments Bills

  During Bill Entry you can enter a reversing charge, then post it to the customer by running the Billing Post and next enter the correct bill.  For directions, see Bill Entry - Entering Special Bills.

  Note:  NDS recommends using this method to provide a complete audit trail.

   

• Deleting a Customer Billing Adjustment, click More.

  Deleting Uncommitted and Committed Billing Adjustments Transactions

  Note:  Use these steps to delete uncommitted or committed Billing Adjustments transactions.  To delete posted Billing Adjustments transactions, see below.

  1. From the Transaction Detail List area, click to highlight the Billing Adjustments transaction detail line to change.

  2. To delete the highlighted Billing Adjustments transaction, click Delete.

  Deleting Posted Billing Adjustments Bills

  During Bill Entry you can enter a reversing charge, perform the Billing Post and next enter the correct bill.  For directions, see Bill Entry - Entering Special Bills.
  
  Note:  NDS recommends using this method to provide a complete audit trail.

   

• Understanding the field values for the following areas, click the section name in the table below: