Pro-rating Customer Bills Procedure
Below are instructions for generating pro-rated customer bills when your utility has a rate change that occurs in the middle of a billing cycle. To see more detail on each step click the link.
Note: To access a paper copy of these instructions, see the Pro-rating Customer Bills Instructions.
Pro-rating an individual customers' service
that was started or stopped
in the middle of the billing period is a different type of pro-rating
and the system handles this in a different method. For directions
on entering this type of bill, see Bill
Entry - Entering Special Bills. All customers who should be billed entirely at the old rates must be billed before starting the pro-rating process.
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1. run the Pro-Ration Utility.
2. Go to Rate Table Maintenance and enter the new rates in the Rate Tables. Or, use the Rate Modeling utility to create the new values in the Rate Tables.
3. Go to Transaction
Code Maintenance and enter the new Minimum Charges
and Minimum Usage values for the appropriate Transaction
Codes.
Note: When editing, verify
that the Old Minimum Charge and the Old Minimum
Usage fields contain the prior rate information.
4. Enter bills.
a. If you enter bills manually through Bill Entry, enter the following at the Billing Run Code prompts:
i. Prorate Bills: Select Yes. This lets the system know that bills are pro-rated.
ii. Cut Off Date: Enter the date the new rate
begins. The Cut Off Date is included in the new rate.
Note: This field is only
active if Prorate Bills is set to Yes.
b. If you import
readings, you will need to indicate that the readings are for prorated
bills. You will do this during the Convert step by clicking Fast Access Maintenance 
at the Meter
Dates field to open the Meter Import Dates Maintenance. Then,
enter the Prorate Date
as the date the new rate begins.
5. Perform the rest of your billing cycle
as you normally would.
Note: Be sure to proof the
Edit
Journal to verify that the bills are calculated correctly.
Before
Starting the Pro-rated Billing