Application Tab Prompts

To open the Application Tab, click Application.

Rate Modeling

Note:  The Rate Modeling option is not used for the Rate Modeling programs.

Exception Model

To specify the historical time period for billing exception comparisons, select a choice in the drop-down list.

Entry Options:

• Year Plus Three - Go back one year from the Billing Present Reading Date and then search forward for the next three readings to use for the customer's usage history.  If you bill monthly 3 months of readings will be used.  If you bill quarterly 3 quarterly readings will be used.

• Year Frequency - Go back one year from the Billing Present Reading Date and then search forward the next bill to use for the customer's history usage.

• Current - Go back from the Billing Present Reading Date to the previous bill to use for the customer's usage history.

• Walsh Equation NE - Site specific calculation.

• Walsh Equation AE - Site specific calculation.

Note:  The exception model setting only pertains to the Billing Exception Report.

Number of Day

To specify the number of days to look back in history for customer bills with the same transaction code, enter the number days. (3.0 numeric)

Notes:  

• The number of days setting only pertains to the Billing Exception Report.

• If the number of days is set to 0, then number of days option is not active.

Range Separator

To specify the report range separator to use when entering a range of customers or locations during certain reports, enter the range separator value. (1 character)

Notes:  

• If your Customer or Location IDs structure contains hyphens (-), then NDS recommends entering tilde (~) as the range separator setting.

• If your Customer or Location IDs structure does not contains hyphens (-), then NDS recommends entering hyphen (-) as the range separator setting.

• This setting allows users who have customer IDs containing a hyphen (-) to set the report range separator to another character that does not interfere with the characters in their account structure.

• You will need to enter the assigned Range Separator during certain reports with Customer ID/Location ID ranges.

Meter Test Delete Days

Enter the number of days that you are allowed to delete a meter test result.  
For example, if you enter 30 for Meter Test Delete Days, a meter test results that is entered can only be deleted within 30 days of the system date.  If you enter 0, a meter test result can not be deleted.

Tax System

To specify the tax method to assess, click a choice.  

• Default - Use Non-tax profile method.  Tax rates are maintained on Tax Table.

• Tax Profile - Use Tax Profile method that allows a multitude of tax codes to be grouped into a tax profile that is attached to a billing Transaction code.  For more information, see Tax Profile Maintenance.

Print Extra Blank Page

To specify whether or not to include a blank page at the end of reports, click a choice.

• Yes - Include an extra form-feed at the end of the report for a blank page.  
  Tip:  This is useful for dot matrix or other continuous feed printers, as the extra form-feed will set the printer to the next page ready for the next print job.

• No - Do not form-feed and do not include an extra blank page at the end of the report.  
  Tip:  This is useful for laser printers as it eliminates the extra blank page.

Show Negative Debits / Credits

To indicate how to display negative debits and negative credits, click a choice.

If set to No the display of negative debits and credits is unchanged.

If set to Yes to show negative debits and credits, the cash and billing post reports and the transaction statistics screen will display negative credits as debits and negative debits as credits.

Open Item Daily Interest

Tip:  For more information on open item interest, see Customer Daily Interest.

Enabled

To enable daily interest to be frozen until the next bill, click Yes in the drop-down list.

To continue calculating daily interest, click No.

Use Latest Bill from any Service for

To specify a service, click a choice in the drop-down list.  

This setting works with Enabled above.  If freeze daily interest until next bill is enabled and an individual service or all services are selected here, then when calculating interest for an invoice with a service that matches this setting the latest billing/due date for all services will be used.  If the calculation date is <= the last due date and >= the last billing date, interest will only be calculated up to the last billing date, effectively freezing interest during the period until it passes the last due date.

Calculate OI Interest from Due Date

If the payment is made after the due date plus the number of grace days maintained on the Open Item Daily Interest Maintenance:

• To calculate daily interest starting from the Bill Date, set to No.  Interest is calculated for the number of days starting at the billing date.  This is the default setting.

• To calculate interest for the number of days starting from the due date, set to Yes.
  Note:  Any lien amounts are included in the interest calculation but lien costs are excluded.

To apply the changes made to the Wizards options, click Apply.
Keyboard Shortcut:  [ALT + a]

To save changes and close the window, click OK.
Keyboard Shortcut:  [ALT + o]

To exit without changing the Wizards options, click Cancel .
Keyboard Shortcut:  [ALT + c]

Screens Tab Prompts

To open the Screens Tab, click Screens.

Bill Entry

Bill Empty Profiles

To bill empty customer Transaction Profiles during Bill Entry, click Yes in the drop-down list.

To prevent empty Transaction Profiles from being billed during Bill Entry, click No in the drop-down list.

EST Calc Type

To determine the type of estimated calculations and to determine the history to use when estimating the charges, click a choice in the drop-down list.

Entry Options:

• Prior Year - Go back one year from the Billing Present Reading Date and then search forward for the next bill to use for the customer's history usage.

• Prior 3 Bills -

• Prior Usage - Go back from the Billing Present Reading Date to the previous bill to use for the customer's usage history.

• Enter Usage -

• Prior Year 3 Bills - Go back one year from the Billing Present Reading Date and then search forward for the next three readings to use for the customer's usage history.  If you bill monthly 3 months of readings will be used.  If you bill quarterly, 3 quarterly readings will be used.

Final Calculations

To determine how final bills are calculated, click a choice in the drop-down list.

Entry Options:

• None

• Quarterly - Use a 1/3 of quarter prorate calculation

• Daily - Use Daily prorate calculation

Prorate Over Min

To prorate over the minimum, click Yes.

To prevent prorating over the minimum, click No.

Allow Post Entry

To prevent billing transactions from being entered while the Billing Post is in progress, click No.

To allow billing transactions to be entered while the Billing Post is in progress, click Yes.

 Caution:  NDS does not recommend setting this option to Yes.  Please contact NDS Support for assistance.

No Roll Action

To activate the No Roll Action, click Yes in the drop-down list.

To de-activate the No Roll Action, click No in the drop-down list.

Cash Receipts

Proof Type

To set the Proof Type to use during Cash Receipts Entry, click a choice in the drop-down list.

Entry Options:

• Not Active - You are not using the Total Proof Amount option.

• Manual - You will enter the Total Proof Amount.

• Automatic Distribution - EDIFICE will set the Total Proof Amount, which can be edited.

Budget Disc Active

To activate the Budget Discount feature, click Yes in the drop-down list.

To prevent Budget Discounts, click No in the drop-down list.

Allowed Forced Disc

To allow a customer discount to be entered if they are not eligible to receive one, click Yes in the drop-down list.

To prevent a customer from receiving a discount if they are not eligible to receive one, click No in the drop-down list.

Lien Type

To determine the method for paying Liens, click a choice in the drop-down list.

Entry Options:

• Default

• Cross-Service Discharge

• Interest Priority Cross-Service

• Partial Lien Complete

• Partial Lien Cost Complete

Roll Type

To determine the method for paying the open roll detail, click a choice in the drop-down list.

Entry Options:

• Partial Roll complete In....

• Partial Roll Cost Complete

Detail Display

To specify whether to display Lien detail or Roll detail during Cash Receipts Entry, click a choice in the drop-down list.

Entry Options:

• Lien Detail

• Roll Detail

Services to apply credit to in Auto-Distribute (Open Item)

For open item systems, set this option to specify which services a credit will be applied to:

• First active service for the customer

• Last active service for the customer

• Evenly across all active services for the customer

Allow credits to pay off charges from another service?

To specify if credits from 1 service will pay off charges from another service, select:

• In Service Only - do not apply credits from another service to a balance for selected service

• Allow across Service - this allows credits from any service to be applied to an outstanding charge for a particular service when auto distributing.  2 transactions are generated - a positive transaction for the invoice with a positive balance and a negative transaction for the invoice with credit balance.  

Force Cash Batch Proof Totals

If you want to use proof totals for reconciling payments when using cash batches, click Yes.  Or to omit proofing the total dollar amount of payments entered for the batch, leave this set to No.

When this option is set to yes and a proof total is entered for a batch a Proof Total area shows in Quick Cash Entry.  The total dollar amount of payments entered for the batch must equal the batch proof total.  

Valid Days Past

Valid Days Future

These 2 settings work as a date check in Quick Cash Entry and Cash Receipts Entry to ensure that you don't enter an erroneous cash date.  

To activate the date check, enter the number of days past today's date that the date is still valid.

To activate the date check, enter the number of days in the future from today's date the date is still valid.

Note:  Both values default to 0, so that the date check is not activated until values are added.  You can enter values in 1 or both fields.

If there are values in 1 or both fields and a cash date is entered that is outside the number of days past or in the future when compared to today's date, the following message displays to alert you:

Focus Location Field

To activate the location field rather than the customer field for Quick Cash Entry, set this field to Yes.  When set to yes, you can enter a location for which to make a payment.

Inquiry

Display In-Activity

To display inactive services, click Yes in the drop-down list.

To omit displaying inactive services, click No in the drop-down list.

Tip:  Generally, this option is set to No.

Unposted Balance

Note:  This field is reserved for future use.  Please leave blank.

With Daily Interest

Note:  This field is reserved for future use.  Please leave blank.

To apply the changes to the Screens window, click Apply.
Keyboard Shortcut:  [ALT + a]

To save changes and close this window, click OK.
Keyboard Shortcut:  [ALT + o]

To exit without changing the Screens options, click Cancel .
Keyboard Shortcut:  [ALT + c]

Wizards Tab Prompts

To open the Wizards Tab, click Wizards.

Connection Change Out Process Type

To specify when the Connection Change Out updates the connection, click a choice in the drop-down list.

Entry Options:

• Direct - The Connection Change Out updates the connection immediately and you can see the affects immediately.

• Delayed - The Connection Change Out is updated during the Billing Post.  You can see the affects when the post is complete.

Note:  This setting determines if the Change Out History Report is active.  To activate the report on the Reports menu, set to the option to Delayed.

To apply the changes made to the Wizards options, click Apply.
Keyboard Shortcut:  [ALT + a]

To save changes and close the window, click OK.
Keyboard Shortcut:  [ALT + o]

To exit without changing the Wizards options, click Cancel .
Keyboard Shortcut:  [ALT + c]

Miscellaneous Tab Prompts

To open the Miscellaneous Tab, click Miscellaneous.

Service Management

Activated

To activate the Service Management menu, click Yes in the drop-down list.

To turn off the Service Management menu, click No in the drop-down list.

XML Work Order

To enable the XML format for service call work orders, click Yes in the drop-down list.

To disable the XML format for the service call work orders, click No in the drop-down list.

Balance Transfer

Note:  The options below pertain to activating the Customer Balance Transfer Wizard.

Activated

To activate the Balance Transfer Wizard, click Yes.  Otherwise, click No.

Book ID

Enter the defined Billing Run Code ID associated with balance transfer transactions.

Notes:  

• To make it easy to identify the transfer transactions, you may find it handy to use a Billing Run Code of BALTRX.

• The Billing Run Code ID is defined during Billing Run Code Maintenance.

Trans Rate Code

Enter the Transaction Code Rate Code to be assigned to balance transfer transactions.

Tip:  To make it easy to identify the transfer transactions, you may find it handy to use a Rate Code of BalX.

Pair Statement Printing

Activated

To allow statements to be printed twice once to statement ID 1 and once to statement ID 2, click Yes in the drop-down list.

Statement ID 1 & 2

If activated is set to Yes, then enter the statement ID 1 and statement ID 2.  

Note:  This field is not active if activated is not set to yes.

Customer Information

These options allow certain customer information to be disabled.

Disable C/O Care of Fields

To disable the care of fields in the Create/Edit Customer wizards and the Customer view, set this to Yes.

To enable the customer care of fields, set this to No.

Display Address 3

To disable the customer address line 3 in the Create/Edit Customer wizards and the Customer view, set this to Yes.

To enable the customer address line 3 field, set this to No.

Disable Customer Note

To disable the customer note field that can be maintained in the Customer Note wizard and the Customer view, set this to Yes.

To enable the customer notes, set this to No.

To apply the changes made to the Miscellaneous options, click Apply.
Keyboard Shortcut:  [ALT + a]

To save changes and close the window, click OK.
Keyboard Shortcut:  [ALT + o]

Or, to exit without changing the options, click Cancel .
Keyboard Shortcut:  [ALT + c]