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Importer 23.1

PostedMarch 17, 2023
UpdatedMarch 17, 2023

Importer: Update to Plant Assignment

The Plant Assignment feature in the Importer tool was altered to add Serving Equipment to the address based on the Serving Area assignment. With this update in place, when the tool is used to import Plant Assignment to addresses, if the address being imported has a Plant Area and Serving Area, any Serving Equipment tied to the Serving Area will also be populated on the address.

Tools | Mass Processing | Importer – Plant Assignment: The Plant Assignment Import Type can be used in the Importer tool to import Plant. When a Serving Area value is imported, any Serving Equipment tied to the Serving Area will also be populated at the address. In the example, Plant is being imported to an address and the Serving Area BLNE has the Serving Equipment Code “ONT” tied to it for Internet Network Types.

Importer Image 1

Once the import is complete, the Serving Equipment tab on the address in the maintenance table was populated with the Serving Equipment Code “ONT” that is tied to the imported Serving Area “BLNE.”

Importer Image 2
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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.