Budget Billing Segmentation
Many utilities offer their customers levelized payment plans to smooth out the seasonal bill variations. We call this levelized amount the budget amount.
Refer to Budget Billing for more information about budgets in general. Refer to Billing - Current Balance versus Payoff Balance for an example of budget billing accounting.
If we assume that you only allow budget billing on the electric and gas residential services, then you'll need to update your CA/G-RES and CA/E-RES SA types:
|
CIS Division/ SA Type |
Dist Code |
Rev Class |
Rates |
SP Type |
Bill Seg Type |
Debt Class |
Recurring Charge Control Info |
|
CA/G-RES |
A/R-UTIL |
R |
GALL-1 |
G-RES |
SP-RATED |
REGU |
Amount to bill is Not Allowed Amount is Optional Frequency is Monthly Recurring Amount Label is Budget Amount: |
|
CA/G-COM |
A/R-UTIL |
C |
GALL-1 |
G-COM |
SP-RATED |
UNRE |
|
|
CA/G-IND |
A/R-UTIL |
I |
GALL-1 |
G-IND |
SP-RATED |
UNRE |
|
|
CA/W-RES |
A/R-UTIL |
N/A |
WALL-1 |
W-RES |
SP-RATED |
REGU |
|
|
CA/W-COM |
A/R-UTIL |
N/A |
WALL-1 |
W-COM |
SP-RATED |
UNRE |
|
|
CA/W-IND |
A/R-UTIL |
N/A |
WALL-1 |
W-IND |
SP-RATED |
UNRE |
|
|
CA/E-RES |
A/R-UTIL |
N/A |
ERES-1, ERES-2 |
E-RES |
SP-RATED |
REGU |
Amount to bill is Not Allowed Amount is Optional Frequency is Monthly Recurring Amount Label is Budget Amount: |
|
CA/E-COM |
A/R-UTIL |
N/A |
ECOM-1 |
E-COM |
SP-RATED |
UNRE |
|
|
CA/E-IND |
A/R-UTIL |
N/A |
EIND-1 |
E-IND |
SP-RATED |
UNRE |
|
|
CA/WW-RES |
A/R-UTIL |
N/A |
WWALL-1 |
W-RES, WW-RES |
SP-RATED |
REGU |
|
|
CA/WW-COM |
A/R-UTIL |
N/A |
WWALL-1 |
W-COM, WW-COM |
SP-RATED |
UNRE |
|
|
CA/WW-IND |
A/R-UTIL |
N/A |
WWALL-1 |
W-IND, WW-IND |
SP-RATED |
UNRE |
|
|
CA/CABLE |
A/R-UTIL |
N/A |
CABLE |
CABLE |
SP-RATED |
UNRE |
|
|
CA/E-COY |
EXP-COMP |
N/A |
E CO USE |
E-CO USE |
COMPUSAG |
No debt |
|
|
CA/G-COY |
EXP-COMP |
N/A |
G CO USE |
G-CO USE |
COMPUSAG |
No debt |
|
|
CA/W-COY |
EXP-COMP |
N/A |
W CO USE |
W-CO USE |
COMPUSAG |
No debt |
Notice the following:
- We updated the two SA types to allow recurring charge information.
- The Recurring Charge Amount is Optional. Why? Because those customers who aren't on a budget plan won't have a recurring charge amount. Those customers on a budget will have a recurring charge amount.
Turn on Eligible for Budget. Besides indicating that these SA types use recurring charges, you also need to turn on the Eligible for Budget switch on the SA type to indicate that this type of SA participates in budget processing.
Override Budget Eligibility. You may plug in an override budget eligibility algorithm on an SA type that is configured to be Eligible for Budget if certain service agreements of this type are not eligible.
Refer to the Description of Page under SA Type - Billing for the definition of the recurring charge attributes.