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Electronic Documents 23.1

PostedMarch 16, 2023
UpdatedApril 17, 2023

Address Attachments

To provide greater convenience to technicians in the field, MACC has expanded Electronic Documents functionality to include the ability to attach documents such as pictures to network addresses in Customer Master and MACC Mobile. Additionally, the Electronic Documents icon was added to the Address table, Address Search in the Service Order/Sales Lead, and Plant Search.

File | Preferences | Transmission | Documents tab: Changes were made to the Documents tab at File | Preferences so users can establish a network directory for network address attachments. Similar to the Account options a group box for Network Address was added with a checkbox to “Use Network Address as Root Folder” as well as an option to “Use Network Address ID in Filename Prefix.”

Attachments Image 1

Inquiry | Electronic Documents Icon: The Electronic Documents screen accessed from Inquiry will now give users the ability to add both the existing Account and the new Network Address Electronic Documents.

  • Account Folder: The yellow folder icon for the Account was replaced with an Account image. A blue “i” will be on the image if there are folders or attached documents present for the account.
  • Network Folder: When focused on the network folder, the folder name above the pane will display the Address ID (from the address table) depending on the selections for Network in File Preferences. The network address folder will display the network address and the address ID, with a blue “i,” if there are folders or attached documents present for the network.
Address Attachments Image 2

Maintenance | Common | Address (Network) | Electronic Documents icon: An Electronic Document icon was added to the Address grid as well as the Address Editor to allow users to attach pictures or documents to a network address. A folder for each account where the address resides will display in the left pane, as well as folders for active and disconnected networks to view documents everywhere the network address exists. In the example, a picture of the fiber to the home connection was attached to the address which can be viewed from all Electronic Document locations throughout Customer Master.

Address Attachments Image 3

In addition to the Electronic Document changes in the Address Editor, a Plant tab was added to view Plant associated with the network address. The grid displays the same information as Plant Search for network addresses only.

Address Attachments Image 4

Service Order/Sales Lead | Address Search – Network | Electronic Documents: An Electronic Document icon was added to the Address Search toolbar that appears when making an address change. Clicking the icon will show electronic documents for the highlighted network address.

Address Attachments Image 5

Plant Search – Address (current or previous) Electronic Documents icon: An Electronic Documents button was also added to the Address group box in Plant Search. The button is available when searching by Account, Address, and Plant tabs.

Address Attachments Image 6
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.