Application Options

Application Options Wizards Tab Window Example:

Application Tab Prompts
	To maintain the options, click the Application Tab.
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.
Freeze Daily Interest Until next Bill The following options pertain to daily interest calculations.
Enabled	To enable daily interest to be frozen until the next bill, click Yes in the drop-down list.
Use any bill from latest 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 for use any bill from latest service for, 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.
	To apply the changes and close the window, click OK. Keyboard Shortcut: [ALT + o] To exit without changing the Application options, click Cancel . Keyboard Shortcut: [ALT + c]
	To apply the changes made to the Application Tab, click Apply. Keyboard Shortcut: [ALT + a]

Application Options Screens Tab Window Example:

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.
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]

Application Options Wizards Tab Window Example:

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]

Application Options Miscellaneous Tab Window Example:

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]

Directions:

Application Tab

Screens Tab

Wizards Tab

Miscellaneous Tab