Billing Transaction Profile Maintenance

Use Billing Transaction Profile Maintenance to maintain groups of customer related Transaction Codes for generating billing transactions.  Billing Transaction Profiles are used during Bill Entry and Meter Import Readings/Create Transactions.  Typically, you will maintain Billing Transaction Profiles for each of the different types of customers you have.  For example, you can set up a Billing Transaction Profile to bill your commercial customers and another one for your residential customers and one for your farm/agriculture customers.  You assign Billing Transaction Profiles to each customer billing element including meters, meter trailers, components, or location Reference Type service in order for each item to be billed and charged separately.

During Bill Entry the Billing Transaction Profile's Transaction Codes display as the default value for the Transaction Code, but it can be edited.  During Meter Import Readings/Create Transactions, Billing Transaction Profiles are used to generate the customer charges by creating a billing transaction for each Transaction Code for each reading imported.

Notes:  

• If you bill multiple services, you need to maintain separate Billing Transaction Profiles for each service.

• The order that Transaction Codes are listed in a Billing Transaction Profile is important.  The first Transaction Code in a Profile can not have Special Handling set to Use Prior Usage, or all usages for the Transaction Profile will be zero.  Generally, you should list transaction codes in a Billing Transaction Profile in this order:

• First list usage calculation type Transaction Codes.

• Next list Transaction Codes have Special Handling set to Use Prior Usage.

• Last, list flat rate calculation type Transaction Codes.

• To assign a Billing Transaction Profile to a customer's service connection billing element use the Create Customer Wizard at the Create Customer Service Connection Step 4 window.

• Customers who do not have a Billing Transaction Profile assigned to each service connection billing element, will print on the Print Unbilled Report.

• To limit your search to only Billing Transaction Profiles for a specific service code, enter the Service Code and click Search.

Directions:

To see directions for...

• Opening Billing Transaction Profile Maintenance, click More.

   

  • Click Daily work from the Menu Bar, and click File Maintenance; next click Service Profiles, then click Billing Transaction Profile.

  • Or, use the keyboard shortcut:  [ALT] [y] [m] [p] [b].

   

• Creating a Billing Transaction Profile, click More.

   

  Billing Transaction Profile Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Billing Profile ID Service Code	Enter the unique identification for this group of transaction codes. (up to 12 characters) Enter the defined Service code for the Billing Transaction Profile, then click Retrieve , or press [ENTER]. (2.0 numeric) Tip:  If you are building a new Billing Profile, New  displays near the Billing Profile ID.  Default entries display and the first field is highlighted to let you know you can begin entering information.
  	To update the new or changed information, click Save or press [ENTER] if the button is in focus. Keyboard shortcut:  [ALT + s]
  	CAUTION To avoid losing data, you must save new or changed records.
  	To view all of the existing Billing Transaction Profiles, click Search.  From the Search list you can select the record to change or delete. Keyboard shortcut:  [ALT + r] Note:  To limit your search to only Billing Transaction Profiles for a specific service code, enter the Service Code and click Search.
  Description	Enter the description for this group of transactions codes. (up to 40 characters)
  Memo	Enter a memo to provide additional information about the Billing Transaction Profile, if applicable. (up to 30 characters)
  Transaction Codes	Enter the Transaction Code ID that should be part of the Billing Transaction Profile. (3.0 numeric) To enter another transaction code, press [Tab], then enter the next transaction code.  Repeat until all transaction codes are entered.  When finished, click Save to save your work. Notes: You can have up to 40 transaction codes associated with a Billing Transaction Profile. To search for a Transaction Code ID, click or press [CTRL + f]. To create a new Transaction Code ID, click or press [CTRL + o].
  Description	The Transaction code description displays for your reference at the bottom of the Billing Transaction Profiles window.

   

• Editing a Billing Transaction Profile, click More.

   

  CAUTION:  To avoid losing data, you must save new or changed records.

  1.  To display the record to be changed, enter the Billing Profile ID and the defined Service Code, then click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  
  Tip:  To find a profile, click Search  to see a list of Billing Transaction Profiles.

  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 Save , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

• Deleting a Billing Transaction Profile, click More.

   

  1.  To display the record to be deleted, enter the Billing Profile ID and the defined Service Code, then click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  Tip:  To find a Billing Profile ID, you can click Search  to see a list of Billing Transaction Profiles.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.
  
  Example:
  
  
  
  Note:  After you click Proceed, you will see the following message on the Status Bar.