How To Override Service Quantities On A Specific Bill Segment

Determining how much was used by the customer is one of the first steps that happens when a bill segment is created. (Refer to How The System Determines How Much Was Consumed for details. 99.9% of the time, the system does a perfect job in this effort. However, there are rare circumstances when, due to missing or incorrect data, the quantity calculated by the system is not correct (consider what the consumption should be if the meter is broken).

To help you deal with these rare situations, a "back door" exists that allows a bill segment's service quantities to be overridden. This truly is a "back door" because the proper way to fix the amount of a commodity is to correct the cause of the error and then cancel / rebill the bill segment (or issue a credit note).

This section describes how to override the total amount of service quantity consumption billed on a bill segment. You would do this in the rare situation when you cannot get the meter reads (and exchanges) to reflect the amount of consumption you need to bill.

• Display the error or freezable bill segment on Bill Segment - Main.

• Transfer to the Bill Segment - SQ Details tab.
• Insert one row in the service quantity (SQ) grid (click the + button) for each service quantity you need to add. You may also change service quantities that were populated by the system when it initially generated the bill segment by overwriting the respective values.
• Save the bill segment.
• Generate the bill segment.
• If the bill segment still looks wrong, repeat the above points until the bill segment is correct.
• The Bill Segment Freeze Option on the installation option controls the next step:
• If this option is set to Freeze At Bill Completion, return to Bill - Main (using the bill context menu) and click the Freeze / Complete button.
• If this option is set to Freeze At Will, click the Freeze button and, if everything looks clean, return to Bill - Main and click the Complete button.