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Automatically Change OCC Date when Service Order Effective Date Changes

PostedJuly 26, 2024
UpdatedJuly 26, 2024

Tools | Options | Service Order Options: An option was added to Service Order Options to “Automatically update OCC Date with Service Order Effective Date.” Using this option eliminates the need to manually update OCC Dates in pending Service Orders. When the new option is checked and a pending Service Order Effective Date is entered or changed, any OCC Dates in the Service Order will automatically be updated to match the Service Order Effective Date. The OCC “Start Bill Date” will also be updated to the correct bill date. If multiple OCCs are present in the pending Service Order, all the OCC Dates will be automatically updated.

In this example, pending Service Order 13882 has an Effective Date of 7/1/2024 and an OCC on the Account Tier with an OCC Date and Start Bill Date of 07/01/2024.

When the Service Order Effective Date is changed to 07/20/2024 the OCC Date is automatically updated to 07/20/2024 and the Start Bill Date is updated to the correct bill date 08/01/2024.

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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.