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Continuing Property Records 22.1

CPR Master Updates

The CPR Master record will represent a large category or grouping of individual assets. MACC continues to improve CPR efficiency by including serial numbers for serialized inventory items associated with the CPR record. A new field Item SN was added to the CPR Master screen. The Item SN drop-down field will allow users to select serial numbers associated with selected inventory items. When a serial number is selected, it will be included with the Copy, Paste, and Transfer features.

CPR Image 1
The option to Include Serial Number was added to the CPR Master Search screen. When selected, the Serial Number will print on the CPR Master Search report and be included in the CSV Export and CSV Pivot Export files.
CPR Image 3

When retiring an inventory item with a serial number, the serial number will display on the retirement screen and be included in the retirement reports. The CPR Automated Edit/Post screen that creates CPR detail records from closed work orders will include serial numbers. CPR reports were updated to include serial numbers for serialized inventory items.

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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.