Service updates to 2018.02

This document lists updates to the Service user interface.

We updated the user interface for Organization > Services in the 2018.02 release. Some of the tabs and fields have been moved to new tabs or changed to make setting up and maintaining services easier. Use this document to find out where each field is located and what's new in the new release.

Contents

Service updates to 2018.02
1. Watch a video
1. New tabs
1. New fields
1. Map to fields that have been renamed or moved to a new location

Watch a video

See what's new in 2018.02 for services (2m49s).

Updated 07Feb2018

New tabs

We added a few tabs and renamed some existing tabs.

2017.11	2018.02	Description
Service 1 tab		Moved fields to Service tab.
Service 2 tab		Moved fields to Service tab and Meter Options tab.
	Service tab	New to 2018.02.
GL Accounts tab	General Ledger Accounts tab	Renamed in 2018.02.
High/Low Checks tab	High/Low Checks tab
Billing/Meter Defaults tab		Deleted tab and replaced with Billing Defaults tab and Meter Defaults tab.
	Billing Defaults tab	New to 2018.02.
	Meter Defaults tab	New to 2018.02.
	Rates tab	New to 2018.02.
	Meter Options tab	New to 2018.02.
Credit Calculation	Credit Calculation tab	Renamed in 2018.02.
Conservation tab	Conservation tab
Custom Options tab	Custom tab	Renamed in 2018.02
Notes tab	Notes tab

New fields

We also added a few new fields.

Field Name	Location	Description
Active Service	Service tab	The checkbox is selected on an active service.
Default Rate	Billing Defaults tab	Assign a default billing rate.
Default Frequency	Billing Defaults tab	Assign a default billing frequency.
Demand Lookback Periods	Meter Options tab	Choose which periods to use in the lookback period to calculate demand.
Register Type	HIgh/Low Checks tab	Assign a default register type to a high/low check.
Type	HIgh/Low Checks tab	Assign a default type to a high/low check.
Usage Adjustment Periods: Adjustment	Credit Calculation tab	Replaced radio buttons with drop-down list.
Usage Modifier 1: Modifier	Credit Calculation tab	Replaced radio buttons with drop-down list.
Usage Modifier 2: Modifier	Credit Calculation tab	Replaced radio buttons with drop-down list.
Periods with Usage: Period	Credit Calculation tab	Replaced radio buttons with drop-down list.

Map to fields that have been renamed or moved to a new location

We changed a few field names and moved them around to make setting and maintaining services easier to use in Utility Management. When a field name is not listed in the column titled Field Name in 2018.02, the field has been deleted. If the column titled Field Name in 2017.11 is blank but there's a name listed in the next column, it's a new field in 2018.02.

Service 1 tab in 2017.11

Field Name in 2017.11	Field Name in 2018.02	Location in 2018.02
Add to new customers	Add to new customers	Service tab, New Customer Options
Penalty type	Penalty type	Service tab, Penalty Service Options
Bill final disconnects	Bill final disconnects	Service tab, Penalty Service Options
Subject to penalty	Subject to penalty	Service tab
Penalty periods	Penalty periods	Service tab
Advance bill	Advance bill	Service tab
Bill prior on new connects	Bill prior on new connects	Service tab
Include current charges in payment entry	Include current charges in balance due	Service tab
Prorate Options		Service tab
New connects	New connects	Service tab
Temporary disconnects	Temporary disconnects	Service tab
Final disconnects	Final disconnects	Service tab
Read date services	Read date services	Service tab
Billing Quantity Based on Other Services		Service tab
Services	Services	Service tab
Type	Type	Service tab
Subject to residential shutoff	Subject to residential shutoff	Service tab
Subject to commercial shutoff	Subject to commercial shutoff	Service tab

Service 2 tab in 2017.11

Field Name in 2017.11	New Field Name in 2018.02	Location in 2018.02
Metered service	Metered service	Meter Options tab
Metered group	Metered group	Meter Options tab
Check for active meter on Checkout	Check for active meter on Checkout	Meter Options tab
Meter type	Meter type	Meter Options tab
Usage adjustment factor	Usage adjustment factor	Meter Options tab
Round usage to x decimal places	Round usage to x decimal places	Meter Options tab
Billing cost adjustment	Billing cost adjustment	Meter Options tab
Multiple month option	Multiple month option	Meter Options tab
Average usage	Average usage	Service tab
Estimate unread accounts	Estimate unread accounts
Number of periods to average	Number of periods to average	Meter Options tab, Estimation Options
Same period from prior x years	Same period from prior x years	Meter Options tab, Estimation Options
Information code	Information code	Meter Options tab, Estimation Options
Demand	Demand
Demand type	Demand type	Meter Options tab, Demand
Periods	Periods	Meter Options tab, Demand
Percentage	Percentage	Meter Options tab, Demand
Allow deposits	Allow deposits	Service tab
Interest rate	Interest rate	Service tab
Periods before refund	Periods before refund	Service tab
Delinquencies allowed	Delinquencies allowed	Service tab
Default amount	Default amount	Service tab
Allow equal pay	Allow equal pay	Service tab
Subject to tax certification	Subject to tax certification	Service tab
Certification periods	Certification periods	Service tab
Allow assistance	Allow assistance	Service tab

GL Accounts tab in 2017.11

Field Name in 2017.11	New Field Name in 2018.02	Location in 2018.02
Cash	Cash	General Ledger Accounts tab
Accounts receivable	Accounts receivable	General Ledger Accounts tab
Deposits	Deposits	General Ledger Accounts tab
Deposit interest	Deposit interest	General Ledger Accounts tab
Write-offs	Write-offs	General Ledger Accounts tab
Revenue taxable	Revenue taxable	General Ledger Accounts tab
Revenue non-taxable	Revenue non-taxable	General Ledger Accounts tab
Certification A/R
Certification fees
Contract A/R	Contract A/R	General Ledger Accounts tab
Assistance	Assistance	General Ledger Accounts tab

High/Low Checks tab in 2017.11

Field Name in 2017.11	New Field Name in 2018.02	Location in 2018.02
Check type	Check type	High/Low Checks tab
Percentage	Percentage	High/Low Checks tab
Range Average	Range Average
Prompt	Prompt	High/Low Checks tab
Prior period: x to prior period: y	Prior period: x to prior period: y	High/Low Checks tab
	Register type	High/Low Checks tab
	Type	High/Low Checks tab

Billing/Meter Default tab in 2017.11

Field Name in 2017.11	New Field Name in 2018.02	Location in 2018.02
Table
Column name	Default rate	Billing Defaults tab
Default value	Default frequency	Billing Defaults tab

Credit Calculation tab in 2017.11

Field Name in 2017.11	New Field Name in 2018.02	Location in 2018.02
Periods with Usage
Current period	Adjustment	Credit Calculation tab
Prior period	Adjustment	Credit Calculation tab
Selected periods	Adjustment	Credit Calculation tab
Option	Option	Credit Calculation tab
Rounding	Rounding	Credit Calculation tab
Period 1-12	Period 1-12	Credit Calculation tab
Usage Modifier 1
None	Modifier	Credit Calculation tab
Add to actual	Modifier	Credit Calculation tab
Subtract from actual	Modifier	Credit Calculation tab
Usage Modifier 2
None	Modifier	Credit Calculation tab
Percentage	Modifier	Credit Calculation tab
Fixed amount	Modifier	Credit Calculation tab
Adjustment	Adjustment	Credit Calculation tab
Rounding	Rounding	Credit Calculation tab
Usage Adjustment Periods
None	Adjustment	Credit Calculation tab
Add to actual	Adjustment	Credit Calculation tab
Subtract from actual	Adjustment	Credit Calculation tab
Use lower	Adjustment	Credit Calculation tab
Use higher	Adjustment	Credit Calculation tab
Period 1-12	Period 1-12	Credit Calculation tab

Conservation tab in 2017.11

Field Name in 2017.11	New Field Name in 2018.02	Location in 2018.02
Plant water need	Plant water need	Conservation tab
Irrigation efficiency	Irrigation efficiency	Conservation tab
Interior daily average x per occupant	Interior daily average x per occupant	Conservation tab
Conversion factor	Conversion factor	Conservation tab
Single ET per period	Single ET per period	Conservation tab

Custom Options tab in 2017.11

Field Name in 2017.11	New Field Name in 2018.02	Location in 2018.02
Custom options	Options	Custom tab
Custom billing calculation	Calculation	Custom tab
Options 15, 20, 21, 22, 25	Load Factor Options	Custom tab
Services for usage	Usage services	Custom tab
Multiplier	Multiplier	Custom tab
Option 14
Services for sales tax usage
Options 23, 27	Demand Lookback Options	Custom tab
Summer begin date	Summer begin date	Custom tab
Summer percentage	Summer percentage	Custom tab
Winter begin date	Winter begin date	Custom tab
Winter percentage	Winter percentage	Custom tab

Custom Options tab in 2017.11

Field Name in 2017.11	New Field Name in 2018.02	Location in 2018.02
Custom options	Options	Custom tab
Custom billing calculation	Calculation	Custom tab
Options 15, 20, 21, 22, 25	Load Factor Options	Custom tab
Services for usage	Usage services	Custom tab
Multiplier	Multiplier	Custom tab
Option 14
Services for sales tax usage
Options 23, 27	Demand Lookback Options	Custom tab
Summer begin date	Summer begin date	Custom tab
Summer percentage	Summer percentage	Custom tab
Winter begin date	Winter begin date	Custom tab
Winter percentage	Winter percentage	Custom tab

Notes tab in 2017.11

Field Name in 2017.11	New Field Name in 2018.02	Location in 2018.02
Existing notes	Notes	Notes tab
New note	Notes	Notes tab

Published 09Nov2017