Modules»Order Processing»Meter Billing
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Last modified on 10/7/2015 10:32 AM by User.

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Meter Billing

Description:

How to setup and use Order Entry `meter billing' dimensional items.

 

When used in conjunction with the Customer Service (C/S) module, type `M' (field 26 on the Item Master - Meter Billing/LCU) items do the following:

Triggers entry of `current' meter reading on service orders

Automatically searches C/S service history for latest occurrence of the item # to find `last' meter reading.

Calculates line item quantity default (current last)

Allows user to build into the Inventory Item an amount (qty) that is included at `no charge'.  i.e. if total    usage=20000 and 500 is included at no charge the line item amount is 15000.

- Allows user to build into the Inventory Item a `minimum' charge amount (qty).  i.e. if total usage was 200 and item specifies a minimum of 500 then line item amount is 500.

 

Use:

To setup type `M', first go to:

  • Inventory Control (Module 5)
    • System Management Functions (Task 32)
      • Modify Application Tables (sub-task 17)
        • Dimensional Types (Option 18)

Use "M" as the key field.  The description can be any wording (typical description would be `Meter Billing'). 

On-screen dimensional display and order document printing can be controlled to show any combination of `last' (L), `current' (C), or `total usage' (U) values for type `M' items by adding `/LCU' to the end of the description in the dimensional table.  Omitting any of the letters (L, C, or U) to get the desired display.  If none of them are to be displayed, then leave out the `/LCU' entirely.    i.e. `Meter billing', or `Meter billing /LCU',  or `Meter /U'

 

Setup Inventory Item, go to:

  • Inventory (Module 5)
    • Add New Items (Task 1) or
    • Shortened - Add New Items (Task 8)         

Setup labor item codes in Inventory similar to other dimensional items and specify `M' for `Dimensional' flag on (field 26 if using Task 1 and field 28 if using Task 8).

 

To specify an amount (qty) that is included at `no charge', build /N:xxxx into the labor item # or description.

For example:   9201/N:1000 or METER USAGE CHARGE /N:500   

Be sure to leave a space immediately AFTER the xxxx number if there are to be any other characters, i.e. 9201/N:500 BW or 9201/N:1000 COLOR

 

To specify a `minimum' charge amount (qty), build /M:xxxx into the labor item # or description. 

For example:    9201/M:1000 or METER USAGE CHARGE /M:500

Be sure to leave a space immediately AFTER the xxxx number if there are to be any other characters, i.e. 9201/M:500 BW or 9201/M:1000 COLOR

 

Notes:

   

This type of dimensional item can also be used for billing without the Customer Service module, however, the calculation of the line item quantity default would not be available (... the main feature of the `M' dimensional type).

 

Lookup of the `last' occurrence in Customer Service module will, of course, be limited to posted orders since the Customer Service histories are updated at the time of posting from the O/E Invoiced Order Holding File (Task 2 in O/E).