Field Description - Transaction Code Calculation Types

The Transaction Code Calculation Types determine how individual billing transactions are calculated.  There are several calculation types available.  Each Calculation Type may require additional information to generate billing transactions, including rate tables, Minimum Charges, and Minimum Usage.  In addition, you can maintain a Special Handling code and a Billing Code to facilitate creating the billing transactions.

Calculation Types:

• 1 – Table:  The billing transaction is calculated by using the usage entered and the transaction code's rate table specified in the Rate Table No. field.  It also uses the Minimum Charge and Minimum Usage fields.

• 2 – Flat:  This is for pre-determined flat rate billing transactions.  The flat rate billing amount is maintained as the Transaction Code's Minimum Charge.

• 3 – Enter Charge:  This is for manually entered billing transactions where the amount may differ with each bill.  You can enter the billing amount during Bill Entry.

• 4 – Unit:  This is for unit multiplied billing transactions.  The billing transaction amount is calculated by multiplying the Customer Number of Units by the Transaction Code's Minimum Charge amount.

• 5 – Usage Unit:  This is for the Usage Unit type billing transactions.  The billing transaction amount is figured by first calculating a unit by dividing the usage entered by the Transaction Code's Minimum Usage (if less than 1 but greater than 0, a value of 1 is assumed).  The resulting Unit amount is then multiplied by the Transaction Code's Minimum Charge to determine the billing transaction amount.

• 6 – ERU:  This is for the Estimated Residential Unit type billing transactions.  The billing transaction amount is calculated by multiplying the customer's  ERU/EDU value by the Transaction Code's Minimum Charge.

• 7 – Table II:  The billing transaction amount is calculated by using the usage entered and the rate tables in a different method than Calculation Type 1.  
  Rates are figured on the following basis:  if consumption is less than the Minimum Usage, then charge the Transaction Code's Minimum Charge.  If consumption is greater than the Minimum Usage, then charge the rate listed for the appropriate step for the consumption in the Rate Table.

• 8 - Progressive Table:  The billing transaction amount is calculated by using an interactive progressive table and usage from another charge.

• 9 - Usage Table:  The billing transaction amount is calculated using a value from a usage table.  Usage table calculation type is used to bill a service or connection as usage equally each billing period, when there is a component and not a meter.  This can be used for components like street lights, private lights or demand charges.

• 10 - Flat Table:  The billing transaction amount is determined by using a flat table method, where there is no stepping.  The billing transaction amount is determined by finding the level in the table that matches the transaction usage and using the corresponding charge amount.

• 11 - Compound Table:  The billing transaction amount is calculated for service connections that are set to compound, either add or subtract.

• 12 - Usage Table Comparison :  The transaction code minimum charge amount is compared to a charge amount calculated using the transaction code rate table.  Which ever value is greater is selected as the charge amount.  This calculation type can create customer charges that are an accumulation of flat charges added to charges based on usage.  In this type the rate table can hold both the flat charge and the usage multiplier.

• 13 - Table Unit Minimum:

• 14 - Flat Unit Table:  The billing transaction amount is determined by finding the appropriate level in the Flat table that matches the customer's number of units and using the corresponding charge amount.

• 15 - Demand Float Step:  The demand float step is similar to a table calculation but the rate table usage level 1 (only 1) is multiplied by the demand usage, creating a new table.  The new table is then used in a table type calculation using the meter usage.  This transaction would be found on the demand profile, since both the demand usage and meter usage must be a known factor in the calculation.

• 16 - Item Unit:  The Item Unit Calculation Type will multiply the units entered against the Minimum Charge of the transaction.  Pro-Rate will be used against the Minimum Amount if a Pro Rate Date is entered.  Final/New calculations will be used against the Minimum Amount is necessary.  This would typically be used in a Miscellaneous A/R type of charge.  Note:  This type is used for miscellaneous receivables.

• 17 - Demand Full Float  Demand Fill Float Step:  This is similar to the table calculation but the rate table usage levels are first multiplied by the demand usage, creating a new table, and then used in a table type calculation using the meter usage.
  This transaction would be found on the demand profile, since both the demand usage and meter usage must be a known factor in the calculation.

• 18 - Table Unit Full

• 19 - Table Usage Minimum

• 20 - Table Seasonal:  This type is used for billing seasonal usage; where billing occurs in May for minimum set usage.  In October when the meter is actually read, if the reading is over the billed amount then bill for the extra usage.

• 21 - Per Unit Table:  The Per Unit Table type calculates the transaction amount based on usage from a single connection that is used by several units as in the case of a condominium building with multiple units served by a single connection.

• 22 - Critical Peak:  The Critical Peak type calculates the transaction amount based on time-of-use prices that are in effect except for certain peak periods, when prices may reflect the costs of generating and/or purchasing electricity at the wholesale level.

• 23 - Free Type:  This calculation type is used to enter notes as detail lines for service billing miscellaneous receivables transactions.
  Note:  This type is used for miscellaneous receivables.

• 24 - Wastewater Surcharge:  This calculation type is used for calculating a surcharge from excess BOD (Biochemical Oxygen Demand), COD (Chemical Oxygen Demand), and TSS (Total Suspended Solids).  
  Each customer/location/service can have limits defined for these three values and then current values input for them, as well as a charge for each of the three.  A surcharge is then calculated based on the usage.  The usage is converted from cubic feet to gallons, which is then multiplied by the result of [((COD - CODLimit) * CODCharge) + ((BOD - BODLimit) * BODCharge) + ((TSS - TSSLimit) * TSSCharge)].  An additional charge multiplication can be done.  

• 25 - Polynomial Usage:  This calculation type first multiplies the usage by the transaction code calculation multiplier and then, uses the rate table to get the co-efficient using the following formula:  
  Min Charge + usage x rate1 + usage^2 x rate2 + usage^3 x rate3

• 26 -  Location ERU1:  This calculation type uses the value in the Location ERU 1 field on the location billing and multiplies it by the transaction code calculation multiplier (if it isn't zero) and then by the transaction code charge multiplier (again, if it isn't zero).

• 27 - Location ERU2:  This calculation type uses the value in the Location ERU 2 field on the location billing and multiplies it by the transaction code calculation multiplier (if it isn't zero) and then by the transaction code charge multiplier (again, if it isn't zero).

Where-Maintained:  Transaction Code Maintenance

Where-Used:  Bill Entry, Cash Receipts Entry, Adjustments Entry

Format:  Predefined