Roll Service Parameter Maintenance

Use Roll Service Parameter Maintenance to maintain certain settings that control the Rolls process for each service to be rolled. You can set the costs associated with preparing roll notices or roll letters, and you can set the minimum balance a customer must have in order for a roll to be generated. You can also specify the transaction codes for generating the customer's roll detail, the letter cost transactions and roll interest transactions, if applicable. In addition, you can specify which A/R balances to accumulate for the customers' roll amount.

Tip: Maintain the Roll Service Parameter for each service you have, as the first step in the rolls routines. For the timing and sequence of the rolls steps, see the Rolls Process.

Directions:

To open:

1. Click Processes from the Menu.

2. Click Rolls.

3. Click Roll Service Parameter Maintenance.

Or, use the keyboard shortcut: [ALT] [p] [r] [r].

Roll Service Parameter Maintenance Window Example:

Roll Service Parameter Maintenance Prompts
Service ID	Enter the unique identification for the Service ID. (2.0 numeric) To create a new roll service parameters, enter the new Service ID and click Retrieve , or press [ENTER]. Keyboard shortcut: [ALT + t] Tip: If you are building a new roll service parameter, New displays near the Service ID. Default entries display and the first field is highlighted to let you know you can begin entering information. To view all of the existing roll service parameters, click Search . From the Search list you can select the record to change or delete. Keyboard shortcut: [ALT + r]
	To update the new or changed information, click Save or press [ENTER]. Keyboard shortcut: [ALT + s]
	CAUTION To avoid losing data, you must save new or changed records.
Roll Transaction Codes
Roll Tran Code	Enter the transaction code for generating the roll transactions. (3.0 numeric) Tips: To search for a transaction code, click Search or press [CTRL + f]. To create a new transaction code, click Fast Maintenance or press [CTRL + o].
Roll Cost Tran Code	Enter the transaction code for generating the roll cost transactions. (3.0 numeric)
Roll Interest Tran Code	Enter the transaction code for generating the roll interest transactions, if applicable. (3.0 numeric)
Roll Cost Amount Note: Fill in these fields if you assess a fee for the roll process or the roll notice letter. Typically, you will enter a value in one of the 3 fields - a cost for the letter or the cost for the process (whether it is a flat fee or a percentage of the rolled balance).
Letter Cost Amount	Enter the amount of the roll notice or roll letter costs. (6.2 numeric) Notes: You may need to edit the value of the letter cost amount each time you process rolls. If the customer has more than one mortgage holder the letter cost amount is multiplied by the number of mortgage holders assigned to the customer.
Flat Cost Amount	Enter the flat fee to be charged to the customer by the utility for administering the roll process, if applicable. (7.2 numeric) Tip: Generally, you will maintain a flat cost amount or a cost percentage amount.
Cost Percentage	Enter the cost percentage, which is the percent of the customer's roll balances the utility assesses as the fee for administering the roll process. (2.2 numeric)
Multi-Service Roll Cost	If you are rolling multiple services at one time and you want to print a single letter for all of a customer's services and to include one letter cost for all your services, click Yes in the drop-down list. To print separate letters for each service and to charge separately for them, click No in the drop-down list.
Invoice Payment Priority	Enter the payment priority for roll cost invoices that are created during the Roll Post. If you enter a payment priority of 1, then the cost will be paid before older invoices. If you enter 0 it will have no effect on the invoice priority.
Roll Parameters
Send notices to both owners & tenants	To send notices to both owners and tenants, select Yes. To only send to the owner, select No.
Calculate Roll Amount From	To specify the customer A/R buckets to include when generating rolls, enter the appropriate Age Group. (up to 5 characters) Notes: The customer's roll amount is determined by accumulating their A/R balances amounts that are within the specified age group. To search for an age group ID, click Search or press [CTRL + f]. To create a new age group, click Fast Maintenance or press [CTRL + o].
Roll Minimum Balance Amount	Enter the minimum balance a customer must have to be included in the roll process. (-6.2 numeric)
Move to Finance Period	Enter the finance period to which all rolled customers will be moved, if desired. Or, leave blank to leave customer finance periods unchanged. Note: This setting only applies to posting roll transactions. Writing off roll transactions or adjusting rolls will not change the customer's finance period.
Current Roll Year	Enter the current roll year. (2.0 numeric) Note: Generally, you will edit the value of this field each year.
Roll Post Date	Note: This field is updated with the posting date during the Rolls Post. You can view the roll post date during the Customer History Inquiry.
Current Roll Month	Enter the current roll month. (1-12) Note: Each time you process rolls, you should verify the value of the Current Roll Month.
Editing a Roll Service	CAUTION: To avoid losing data, you must save new or changed records. 1. Enter the Service ID and click Retrieve , or press [ENTER]. Keyboard shortcut: [ALT + t] Tip: If you do not know the Service ID, you can click Search to see a list of roll service parameters. 2. Enter the data changes. 3. To complete the edit process, click Save , or press [ENTER]. Keyboard shortcut: [ALT + s]
Deleting a Roll Service	1. Enter the Service ID and click Retrieve , or press [ENTER]. Keyboard shortcut: [ALT + t] Tip: If you do not know the Service ID, you can click Search to see a list of roll service parameters. 2. Click File from the Menu and next click Delete. Keyboard shortcut: [ALT] [f] [d] 3. At the Delete prompt, click Proceed to delete, 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.