Final Billing Post

Use the Final Billing Post routine to finalize the final billing run and to update various files with the customers final billing information.  The files to be updated with the final billing transactions include the Customers, Transaction Codes, Customer History, Usage Analysis, and the inventory files (Meters, Meter Trailers, or Components, if applicable) and the General Ledger Journal file.  In addition, the customers' Final Billing Date is updated.  At the end of the Final Billing Post the Final Billing Transaction file is cleared and a Final Billing Post Summary prints.

Important:  

• Prior to beginning the Final Billing Post make sure that you have entered all final billing transactions and have printed all necessary reports including the Final Billing Print Journal and customer statements.

• Review and maintain the Final Billing Post Summary Printout for a complete audit trail.

• You are not allowed to enter readings or final billing transactions while the Final Billing Post is being run.

• To see how to correct a bill that was posted incorrectly, see Special Bills - Entering a Charge Reversal.

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

• For more information about running reports, see Print View.

Directions:

To see directions for...

• Opening the Final Billing Post Routine, click More.

   

  1.  Click Daily Work from the Menu Bar.

  2.  Click Final Billing System.

  3.  Click Post.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [y] [f] [d].

   

  Final Billing Post Window Example:

  

   

   

• Choosing the Selections at the Prompt Window, click More.

   

  Final Billing Post Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Services	To select the services to post, click to check the appropriate services listed. Tip:  To quickly select or de-select all services listed, click the Check All icon .
  Companies	To select the companies to post, click to check the appropriate companies listed. Tip:  To quickly select or de-select all companies listed, click the Check All icon .
  Books	To select the books to post, click to check the appropriate books listed. Tip:  To quickly select or de-select all books listed, click the Check All icon .
  Winter Quarter is:	Displays the current Winter Quarter for your reference.
  Update Date	Enter the date to be assigned as the Billing Post Date for all final billing transactions to be posted.
  General Ledger Period	For each service, enter the General Ledger Period number for the generated Final Billing Post entries. (1-13) Note:  The General Ledger Period prompt is only available, if the Billing Post Parameters Update to General ledger System option is set to Yes.
  	To start the Final Billing Post, click Proceed. Keyboard shortcut:  [ALT + p]
  	To escape without performing the Final Billing Post, click Cancel. Keyboard shortcut:  [ALT +c]

   

• Report Sample(s), click More.

   

  To see an example of the report, click Final Billing Post Summary Printout Sample.