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23.2 MACC Mobile Update Letter

PostedDecember 5, 2023
UpdatedDecember 5, 2023

General

  • Most labels are changed to only show if they have a corresponding value. For example, if a Service Order does not have a Class the class label will not show.
  • This also applies to Alerts/Notes and Activity.
    • Alerts/Notes
      • Alert or Notes sections will be hidden if there is no data for them.
    • Activity
      • Sections will be hidden if there is no activity.

CM | Account

  • Service Overview (CM | Account | Search Account | Open Account | Service Overview bar)
    • Revised to provide more information to the user and allow them to easily click to get to a specific network or to the Services for that network.  

General | Menu | External

  • Added a link to the “MACC Ideas Portal” to the “External” menu.

General | Home

  • A Global Search bar was added above the CM/AM sections.
  • In this example, a global search is committed for accounts with the last name of “Smith.”
    • All accounts with the last name of Smith are displayed.
    • A “Criteria” menu allows the user to filter by Customer Master, Accounting Master, Address, Tier, Tickets, Equipment, Plant, and AM Inventory or Purchase Order if applicable.

General | App Settings

  • Theme
    • A “Compact Mode” check box has been added as an option to decrease spacing when working on a desktop.
  • A New Network Packet is sent via email with a link to view the Personalized Video.

CM | Account/Customer/Network/SO/SL | Tiers

  • Duplicate information may be hidden on sub-level items.
    • For example, if the address is the same on the Account as it is on the Customer Tier, the address will be hidden at the Customer level.
Table of Contents

 

Delinquents

No Penalty Option for Delinquents

A new “No Penalty” option is now available for delinquent accounts, so users have the ability to send a late notice to an account, but keep the account from getting a penalty. An Expire Date, Alert, and reports are available for accounts flagged No Penalty.

A No Penalty check box was added to the Credit Node of the Service Order, with a corresponding Expire Date drop-down calendar. When checked, the account can receive a delinquent notice, but will not get a late fee during the Penalties process. The Expire Date can be set to limit the amount of time the account is exempt from penalties.

A No Penalty Alert is available for both Inquiry and Payments at Maintenance | Common | Alerts, and will display in the Alerts window for any accounts flagged No Penalty.

The Non-Zero Balance Report found in the report’s menu of the Delinquent process, contains a new No Penalty column to aid in identifying No Penalty accounts.

The Credit Attributes report, and the Grid Report – Account can be used to discover accounts flagged as No Penalty. The Credit Attributes report has a new group box for No Penalty Options, and the Grid Report – Account includes No Penalty, and No Penalty Expire Date selections.