Customer Master Update for Version 17.2

Transcription

1 Customer Master Update for Version 17.2 Date: October 2017 From: MACC s Product Development Team Re: Version 17.2 Release The following enhancements have been made to the Customer Master software application. Please take time to review these changes, which become effective with Version 17.2 of Customer Master. This document provides an overview of the changes made and added functionality included in the latest version of the software. It refers to the changes by Module, followed by a brief summary of the enhancements included in that Module. Customer Master s online help has also been updated to include information on the latest enhancements. Please refer to the help documentation for an in-depth explanation of the enhancements included in this letter, or contact your MACC Customer Master Software Support Representative. Web training sessions on these enhancements are also available. Table of Contents Directory... 2 Delinquents... 5 Inquiry... 5 Interfaces... 7 Maintenance Messaging Miscellaneous Recurring Charges Reports Service Order Time/Labor Entry Tools Workflow Write Off... 54

2 Directory Directory Listings to CenturyLink in XML Directory Suite Maintenance Directory Providers Service Order Directory Directory Listing Editor Directory Suite Processing Directory File Creation Directory Suite Reports Directory Pre-Check Report Listings With No Directory Type A new Directory format in XML (Extensible Markup Language) has been included in this release for companies using CenturyLink as their Directory Provider. A new Directory Provider table was added under Maintenance within the Directory Suite, where CenturyLink Values can be entered (These values must be obtained from CenturyLink). A check box to flag a provider as a default is available as well. If checked, the publisher field will auto populate with the default provider during Directory File Creation. A new field for Directory Type has been added to the Directory Listing Editor on the Directory node of the Telephone tier. This Directory Type is a required field for CenturyLink users. 2

3 When CenturyLink is set as the Publisher during Directory File Creation and the Create Directory icon is used, instead of creating a directory file, a message will ask if users want to send directory information to CenturyLink. If Yes is selected then each directory record is processed and sent to CenturyLink. Once the records are sent to CenturyLink, an additional step (4) Check Directory Updates has been added to the Directory File Creation process. Users are encouraged to use this new step the following day to verify all records were accepted by CenturyLink. Step (4) will open a new grid screen called Directory Pending Updates and display the records for the batch. A Get All Updates icon is also available to check for updates and see a report of all the directory data. 3

4 A new directory report called Listings With No Directory Type was added to the Directory Pre-Check Reports at Tools/Reports/Directory for CenturyLink users. This new report will help identify any listings missing the new required Directory Type. 4

5 Delinquents Ability to FTP Delinquent file to MACC from Customer Master Tools Miscellaneous Miscellaneous Transmission Billing Suite Processing Miscellaneous Transmission For clients who have MACC print and mail their delinquents/late notices, we have added an FTP transmit process for delinquents within Customer Master. This enhancement will streamline the process and eliminate the need for the MACCFTP shortcut placed on client workstations for transmitting delinquent files. Note: Delinquency has not changed for clients who do not have MACC print and mail their delinquents. At the Miscellaneous Transmission screen on the Transmit/Retrieve tab, there is a new option in the Module drop down for Delinquency. After a delinquent file is created and saved, it can be transmitted to MACC by using Delinquency in the Misc. Transmission screen in Customer Master. The delinquent file naming convention and process will remain the same, except users will transmit the file from Customer Master rather than the MACCFTP shortcut on the desktop. Note: With this new delinquency process, please contact a Software Support Representative to make the appropriate changes to maintenance tables. Inquiry Updates to Account Overview Inquiry Account Overview Billing Tab Inquiry Account Overview Toll Code Tab For ease of use in Account Overview, a recurring ACH Auto Pay indicator and an ebill Auto Pay indicator was added to the Billing tab to indicate when an account is flagged for these recurring items. In addition, a Toll Code quantity column was added to Account Overview s Toll Code tab, which indicates the quantity of the toll code on the Telephone network. 5

6 Inquiry search expanded to include Equipment Attribute and Equipment Value Inquiry Equipment Options Enterprise Inquiry Equipment Options New Equipment search options for Equipment Attribute and Equipment Value have been added with the Equipment ID in a new Equipment Option section of the Inquiry screen. This enhancement will help to further define equipment searching to locate the network where the equipment resides. Like other Inquiry searches, if multiple accounts are located the Select an Account screen will appear listing all the accounts that match the criteria. Wildcard searches can be completed using the percentage (%) symbol for a full or partial word search. Inquiry: 6

7 The new equipment search functionality was also added for those companies with multiple databases using Enterprise Inquiry. However, like the existing search behavior in Enterprise Inquiry, when duplicate records exist across multiple accounts the search cannot navigate to the node on which the search criteria resides. Enterprise Inquiry: Interfaces AM/CM Billing/Cash Receivables Tools Options Receivables Maintenance Common Main Report Area Accounting Suite Processing Export Billing JE Accounting Suite Processing Export Cash JE Accounting Suite Reports Billing BL84 Journal Entry Accounting Suite Reports Cash JE Batch 7

8 Additional flexibility has been provided for companies using the AM/CM Interface. As a way to maintain receivables between Customer Master and Accounting Master, Customer Master now has the option to set a default Receivable Accounting Company. Through Tools Options Receivables, simply select the appropriate Accounting Company from the drop-down. This creates a default so receivables from all Accounting companies can flow into one company s receivable GL account. Note: The option to have all receivables go to one default company cannot be used in conjunction with Cash JE by Deposit Company. Even with a default set, users can still manage receivables through a Main Report Area. If one or more accounting companies need to go to a Receivables company other than the default, select that company from the drop-down. 8

9 At Export Billing Journal Entries through the Accounting Suite, users will see the default Receivables Company. The Billing Journal Entry report now includes the option to use the Receivable Company. Your Receivables Accounting Company will also display on the Export Cash Journal Entry options screen as well as the accompanying batch report. 9

10 Maintenance Ability to inactivate Plant Area Maintenance Plant Plant Area Plant Area Editor Plant Suite Area Plant Area Editor As a way to manage Plant Areas that are no longer needed, a new Inactive indicator has been added to the Plant Area Editor screen. Edit the area that should not be available for selection in future plant-related functions and flag the Inactive option. 10

11 A Status Filter has been added to the Plant Area table allowing users to filter by Active, Inactive or All Plant Areas. When All is selected, an Inactive column will be displayed with a checkmark showing the inactive Plant Areas. Plant Area drop-downs throughout Customer Master have a new Inactive column displaying any inactive Plant Areas with a Y (Yes) indicating inactive. In addition, Plant Area dropdowns will filter out inactive Plant Areas from the dropdown, eliminating the ability to add an inactive Plant Area to tables or screens. Note: Inactivating a Plant Area does not remove it from existing addresses/networks/additional values. It only prevents utilization of that plant area going forward. For this reason we strongly recommend removing plant areas 11

12 wherever they re connected before flagging them inactive. For assistance, please contact a MACC Software Support Representative. SAC has been added to the Address Maintenance Table Maintenance Common Address Suites Address Suite Processing Address To assist with the organization of HUBB reporting data, a SAC field has been added to the Maintenance Common Address table. Users will find it located beside the Census Tract and Census Block fields on network type addresses. Users can select the SACs that are set up in their database from the drop-down. The dropdown is populated from the Maintenance Common SAC table. The Address Mass Edit tool has been updated to allow users to populate the SAC field on the selected addresses highlighted on the grid. 12

13 As users are creating the HUBB report and the SAC is populated on the network address, the reporting data will populate from the network address fields. If the SAC is left blank on the network address in the maintenance table, the SAC will be populated from the report area. Messaging More Usable Information added for Trouble Ticket and Service Order Notification Maintenance Messaging Set Up Set Up Editor Messenger Suite Maintenance Set Up Set Up Editor To promote greater efficiencies and communication between the front office and technicians, more usable information was added to the Set up for both Trouble Tickets and Service Order notifications. At the Configuration Setup screen for Trouble Tickets, the following usable information was added: Account Number, Network Address, Network City, Network State, Network Zip, Secondary Addresses, Plant Area, Service Type and Technology Type (if present on a network). 13

14 At the Configuration Setup screen for Service Orders, Account Number was added for selection in the Usable Information window. As a convenience, the ability to attach Service Order or Trouble Ticket PDFs has been added to both the Service Order and the Trouble Ticket Configuration Setup screens. This new feature will be helpful in viewing the Service Order or Trouble Tickets (as well as their comments) directly from the notification received. If the new check box for Attach PDF is checked the service order and/or trouble tickets will be attached to the notifications. 14

15 To secure sensitive trouble ticket or service order data, a PDF password field is available to set a password. If a password is populated then users will have to type the password before they are able to open the attached service order or trouble ticket from the notification. This is not a required field so users can utilize the Attach PDF functionality without using the PDF password option. Miscellaneous New security roles for Scheduler Suites Scheduling Suite Service Order Network Node Schedule Service Order Service Order Stage Node Schedule Stage Trouble Editor Dispatch Step Schedule Appointment Trouble Editor Stage screen Schedule Stage New security roles were added for users that utilize the CM Security module, and will be available to use upon upgrade to A new SCHEDULER_3 security role limits users to Read-Only rights to Schedule Appointments, View Employee Work Week, and the Standard Scheduler. Because SCHEDULER_3 is a view only security role, a user assigned a SCHEDULER_3 security role will not be able to: Post any changes on the left editor section Move any items to a different user or time slot Move any items to the holding section Move any items from the holding section to the calendar Delete any items from the calendar 15

16 Another new security role SCHEDULER_ALLOW_DELETE was added that can limit a user s right to delete a scheduled item. This new security role lets users select the employees who would be able to delete scheduled items as well as minimize the risk of scheduled items being unintentionally removed from the calendar. The SCHEDULER_ALLOW_DELETE only works if a user also has the security role SCHEDULER_1 or SCHEDULER_2. The example below shows the ability to delete a scheduled appointment in the Scheduler and this new security role will limit the users with this capability. Recurring Charges Updates to recurring charges Inquiry Billing Inquiry Inquiry Service Order USP Node 16

17 To provide clarity, we have made substantial changes to Recurring Charges in this release of Customer Master. Users will notice the colors have been enhanced on the bill inquiry screen for Discount Types and Non-Monthly frequencies. The frequencies should be more noticeable now with the brighter color pallet. The Rate column has been expanded to display all five decimal places to help users understand how the totals were calculated. The amount calculations will now only use the duration, if the new service is not a full cycle. A Bill Start date column has been added to the grid to assist users with any research on when a new service started billing. Other notable changes include the ability to out date a service/usp earlier than the Start Billing date, but not if it is earlier than the In Date. In addition, in the past, the Bill Date was the anniversary date for non-monthly bill frequencies, but with this update, the Start Billing date is the anniversary date. If using a Start Billing date that is greater than the current billing cycle date, the charges in the current billing would be zero until the free service time frame has been completed, and then the full frequency charge would be billed. Note: This change also affects the USP Mass Insert/Delete and USP Import tools. Reports USP In/Out dates added to the Current Tier Services report Tools Reports Reports Billing Reports Suite Reports Billing Two new columns were added to the Detail option of the Current Tier Services report that will display each USP s In Date and its Out Date (where applicable). These columns are also available on the CSV export of the report. 17

18 Updates to Custom Grid Reports Tools Reports Custom Grid Reports Reports Suite Custom Grid Reports The Custom Grid reports are very popular and we have added more data elements to enhance their capabilities. Additional data elements were added to the Account report, Address report, Address By Network report, Network report, Plant By Address report, and the Plant By Network report. Account report type: the new data elements added to the Table Column for selection include Contact Number, Contact Description, Contact Type and Other Contacts from the Other Information screen; as well as Main Report Area, Active Networks and Active Services (USPs). If Other Contacts is selected, and an account has multiple other contacts, then a colon (:) separates multiple fields of a single record associated with a single account or network. A pipe ( ) separates multiple values associated with a single account or network. Example: Multiple fields of an Other Contacts record associated with a single account. 18

19 If Active Networks or Active Services (USPs) is selected, and an account has multiple networks or multiple active services, then a pipe ( ) separates multiple values associated with a single account or network. Example: multiple networks associated with a single account and multiple active USPs. Address report type: The following auto-assigned values were added for selection: Report Area, Tax Area, Plant Area, Serving Equipment Area, Service Area, Work Group, Deployment Date, Max Upload Speed and Max Download Speed. 19

20 Address by Network report type: The Network Active Date and Network Inactive Dates of the networks were added to the report for selection. Network report type: An Active Networks Only checkbox was added to the Network report allowing users to filter on active Networks and remove the inactive Networks as needed. In addition, Plant and Services were added to the Table Column for selection. 20

21 Note: Since there can be multiple USPs on one network, the USPs are displayed on the row related to its network. USP elements belonging to a bundle have their parent bundle code in parenthesis. The parent bundle code and description will be listed prior to its elements. Stand-alone USPs are listed without a parent. Assigned bundle elements will have their parent USP code in parenthesis, but the parent detail may not be listed if it is located on a different tier or network. Example of a parent bundle and its elements: 21

22 Note: Networks with multiple plant codes/detail are listed on one row, separated by a pipe ( ). Plant by Address report type: The following data elements were added to the table column for selection: Address Status (active or inactive), Service Type, Technology Type, Network Type, Network Number (if it has one assigned to it), Census Block, Census Tract, Latitude, Longitude, Deployment Date, Maximum Upload Speed and Maximum Download Speed. The ability to filter by active/inactive addresses on the Address Status column has been added as well. 22

23 Plant by Network report type: Service Type and Technology Type were added to the Table Column for selection: 23

24 New Custom Grid Reports Tools Reports Custom Grid Reports Reports Suite Custom Grid Reports Customer Master 17.2 Fall 2017 Billed Services by Network report type: This new custom grid report looks at services (USPs) being billed on a network and includes many other data elements to choose from as seen in the screenshot below. There is a checkbox for Active Networks Only and drop-downs for a required Bill Cycle and Bill Date help to narrow the search. The following data elements are available to choose from in the table column for selection: 24

25 Lifeline report: A new report for Lifeline was added to Custom Grid reports that will pull in all the available data from the Lifeline screen. So that users can easily identify the accounts associated to the Lifeline data, additional check box selections for Company number, Account number, Network number, Network Type, Report Area and Main Report Area were included for selection as well. Like all custom grid reports, it can be exported to CSV, filtered, and sorted to see the needed data. 25

26 *In addition, the old Lifeline report that was located at Tools Reports Network is obsolete and has been removed. Updated Billed Lifeline Audit CSV report Tools Reports Reports Billing Reports Suite Reports Billing The Billed Lifeline Audit CSV report now has the option to select multiple USP codes by benefit type, and it is not limited to credit charges. The old USP Code drop-downs for Non-Tribal, Tribal and Tribal Link-Up Credit boxes have been replaced with a grid selection and the caption Source of Credit Amount has been replaced with Source. The grid is loaded with USP codes when Load Available USP Codes is clicked. Select the Non-Tribal, Tribal or Tribal Link-Up check box that is associated with the USP Code. 26

27 A popup menu is available when users utilize the right click functionality on the grid. If users right click and choose Select, the popup menu selections are Non-Tribal, Tribal and Tribal Link-Up. Selecting any of these, automatically checks the selected USP codes in the column that is clicked. If users right click and choose Deselect, the popup menu selections are Non-Tribal, Tribal, Tribal Link-Up and Row. Selecting any of these unchecks the selected USP codes in the column that is clicked or the whole row. If users right click and choose Select All, the popup menu selections are Non-Tribal, Tribal, and Tribal Link- Up. Selecting any of these checks the USP codes in the column that is clicked for each row in the grid. If users right click and choose Deselect All, the popup menu selections are Non-Tribal, Tribal, Tribal Link-Up, and Rows. Selecting any of these unchecks all the USP codes in the column that is clicked or the whole grid. Note: When selecting a USP code with the popup menu, only the selected (highlighted) option will have the box checked, and the other boxes will be unchecked. The user will still be able to select more than one box, per row, but will have to do so by actually checking the box. In the CSV export of the Billed Lifeline report, the word Credit has been removed from the Lifeline amount column headings, and the USP columns contain the selected USP codes and Service Areas paired together for each benefit type: Non-Tribal, Tribal, and Tribal Link-Up. If more than one USP code is selected for a benefit type, then the code and service area pairs are all listed and seperated by a pipe symbol ( ). Example: TLF1 555A TLF2 555C TLIFE 27

28 A Tax Area option was added to several OCC reports Tools Reports Reports Billing Reports Suite Reports Billing Tax Area is now a filter option on the OCCs Billed, OCCs Non Billed and the OCCs By Date Range reports. These reports were enhanced to verify data prior to billing as well as any Tax Area rate changes. To view all Tax Areas click the All Tax Areas radio button, or to view a specific Tax Area, select it from the Select One Tax Area drop-down field. The Tax Area column has been also added to the printed reports, as well as the.csv export of the reports. 28

29 A NEW Plant Current Services report Tools Reports Reports Plant Report Suite Processing Reports Plant Plant Suite Reports Customer Master 17.2 Fall 2017 This brand new plant report combines current plant and recurring codes (USPs/Bundle Elements) and was designed to locate each service tier s assigned plant and that network s associated recurring services. The report has the ability to summarize or display in detail the network s parent bundle, USPs/Bundle Elements, quantity and the dollar amount generated. For example, the report can provide a list of networks with an assigned Plant Code/Detail linked to the revenue it generates. The Plant Current Services report can be filtered by Main Report Area, Report Area, Bus/Res, Bill Cycle, Network Status, Service Area, Network Type, Service Type, Technology Type and Serving Area. The Plant Options section filters for one Plant Area and Plant Code. The Plant code also allows a range for filtering Plant Detail. The report is exportable to a CSV format that includes an Export Option to display the Account Address and/or the Service Address. 29

30 Running the report by Summary will produce a list of accounts within a plant area, with a certain range of plant detail, displaying the networks on each account, a total of the current USPs (recurring charges) at each network and an account total of its recurring charges. The example below was filtered by the Plant Area, a Plant Code and a range of Plant Detail. Each network on the account is displayed with a total of the current USPs on each network, and a grand total of all the recurring charges for the account. When the report is exported to CSV, with the export option of Account Address and Service Address selected, the report displays the Account and Service Address. Running the report by Detail will produce additional USP detail for each network. If the USP is part of a bundle, the parent bundle will be listed next to the USP. 30

31 Recurring Charge totals by Network Type will be displayed on the last page of the report, with the corresponding number of networks. Grand totals are provided for the number of Accounts, Networks and Recurring Charges. Note: This report based upon current sign-ups (USPs); it does not reflect re-calculations during billing. Additional reporting options have been added to the Service Quality report Tools Reports Reports Service Order Suites Processing Reports Reports Service Order Additional filtering options have been added to the Service Quality report allowing users to refine their searches by main report area, report area, service area and network type. A summary calculation option has been added to allow users to see all service orders within a certain number of days. The default is five days, but users can select between two and 999 days in the field. Users will also notice the report can be produced in three formats: summary, service order listing, or detail listing showing all changes completed in the service orders. Please note the List Detail option is only enabled if the List Service order option has also been selected. Both options will need be selected in order to produce the detail on the report. An export to CSV option is available on the List Service Order and Detail Options of this report. 31

32 Summary Option: List Service Order Option: 32

33 List Details Option: Account Status filter has been added to the School District Org report Tools Reports Reports Billing Report Suites Reports Billing An Account Status filter for Active, Inactive or Both has been added to the School Districts Orgs report. This enhancement will allow users to filter the report by active accounts only, inactive accounts only or both. An export to CSV option was added as well to allow further filtering. In addition to the new filters, a description for each of the seven Carrier Surcharges to Bill will display at the bottom of the School Districts/Orgs report making it easier to identify those carrier surcharges set up at MACC. 33

34 Tax Exempt filter added to the Taxability Status Report Tools Reports Reports Billing Reports Suite Reports Billing An option to filter on a Tax Exempt Code has been added to the Taxibility Status Report allowing users to identify tiers with a Tax Exempt Code populated. In addition, the tax exempt expiration date for any tax exempt codes with the expiration date was added to the report to easily identify expired tax exempt codes. Both of these new additions are also included in the CSV export of the report. 34

35 Change to sort option label on the Trouble Analysis Report Tools Reports Reports Trouble Analysis Reports Suite Reports Trouble Analysis The radio button caption under Sort Options has been changed from Plant Codes to Equipment Codes to be consistent with the other trouble equipment screens. The report column header and the title have also been changed from Plant Codes to Equipment Codes on the CSV export of the report. 35

36 Service Order BUS/RES Type added to Assigned Services Service Order Suite New Account Quick Start Account Management Tab Quick Start Customer Master 17.2 Fall 2017 Additional filtering By Bus/Res Type has been added to the list of Service Selection options in Quick Start. Users can select the services that they would like associated to each Bus/Res Type by highlighting the record and selecting the eligible USP Codes. To set up this new By Bus/Res Type filtering, access the Bus/Res Sub-Category table, via the Service Order Suite. Highlight the record in the grid to which services should be linked and click on the Assigned Services icon. The Assigned Services window will open for service selection. You also have the option to copy flagged USPs from another setup. Select the setup through the Load Services From drop-down and click on the Copy icon and the USPs from the selected service will be loaded to the grid. Note: The Assigned Services window has been updated to a selection grid. 36

37 Ability to add a Start Time and Started Date to Service Order Stages and Quotes/Prospects Service Order Stages Service Order Service Order Ticket (printed service order) Reports Suite Reports Service Order Service Order by Stage report Prospect Management Suite Processing Quotes & Prospect Wizard Stage Information screen Prospect Management Suite Reports Quotes & Prospect by Stage report Optional new fields were added to Service Order Stages as well as Quotes & Prospects to track employee work effort from the time they start working to the time they complete the work; similar to Trouble Tickets. These new fields were also added in the Service Order by Stage report and the Quotes & Prospect by Stage report. This enhancement will aid in discovering how long it takes an employee to complete a specific stage or work effort. In the Service Order Stages grid, new columns indicating the Started By (employee), along with a Started Date and time stamps were added to the grid. These can be populated by either editing the stage or using the Populate Current User and Populate Current Date buttons. Started By and Started Date & Time drop-down boxes were added to the Stage in a service order, along with a corresponding Populate Current User & Populate Current Date buttons (Lightning bolt icon). 37

38 Started By and Started Date/Time were added to the printed Service Order ticket. Started Date Range and Started By Options were also added to the Service Order by Stage report for reporting by All Dates, Date Range, All Employees or One Employee. 38

39 The Started By and Started Date columns were added to the Quote/Prospect Wizard in the Stage Information grid and editor. 39

40 The Started Date Range and Started By Options group boxes were added to the Quote/Prospect by Stage report to allow reporting by the Started criteria. 40

41 The department notification message sent from Service Order Stages or Quotes & Prospects also contains the new Started by and Started Dates. Print Full Plant Detail added to Service Order and Trouble Ticket Options Service Order Service Order Ticket Options Trouble Ticket Trouble Ticket Report Options An option to Print Full Plant Detail of plant records has been added as a selection to the Service Order Ticket Options screen, as well as the Trouble Ticket Report Options screen. This new feature enhances the view of the plant detail on the printed service orders and trouble tickets by replacing the traditional side-by-side view with a full view. Without Print Full Detail checked: traditional side-by-side view of plant. 41

42 With Print Full Detail checked: (full view of plant) Note: If the Detail for a Code encompasses an entire line, additional lines will wrap below that line to show all the detail. Time/Labor Entry Updates to Labor Entry Time Entry Suite Processing Time Entry Service Order Time Entry Trouble Ticket Time Entry Updates were made to Labor Entry to streamline the current process within the Time Entry screen. The ability to save (post) a record that only has general information filled in (neither Labor Entry nor Service Agreement is checked) is available. This option allows users to utilize the Start Time and Stop Time buttons without actually pushing unfinished records to Accounting Master. The Start\Stop Time will also save to the database if the record is not an AM Labor only record. It is available not only in Customer Master, but also in MACC Mobile. When changing the employee, employee defaults will override the current date. Example: If a user fills everything out, and then changes the employee, their changes will be overridden by employee defaults. Note: Hours cannot be zero when saving AM Labor. Users must enter Hours before posting to save changes. 42

43 A new Speed Add button can be used to create a record that does not have Labor or Service Agreement entries tied to it. If users hover over the icon a message displays Create a new record using current user name and user date and start time as of now. When the Speed Add button is selected, it will automatically fill in the Date, Employee and the Current Time in the Start Time field. This action can be used to record a Start Time, and allow users to return later to finish. The Time Entry grid now shows all Labor Entries from Accounting Master the current user has Customer Master Security rights to see. The record does not have to originate from Customer Master to appear in the grid as the records can originate from Accounting Master as well. The grid also has new Labor columns added that include: Labor State, Labor Pay Type, Labor Differential, Labor PW Work Class, Labor Account Company, Labor Account, Labor Distribution Code, and Labor WO Close Details. 43

44 The Labor Entry group box has been updated, the fields mirror the screens on the Accounting Master payroll Labor Entry screen, and they behave similarly. Even though the fields are the same, they do not always have the same data in them because of security roles. Note: Having Admin security roles in Accounting Master does not mean those security roles carry over to the Labor Entry screen in Customer Master. CM Labor Entry AM Labor Entry In the labor entry screen in Accounting Master, the Service Order\Trouble Ticket Number field is free form allowing the user to enter any desired information. 44

45 In order to edit the record in the time entry screen on the Customer Master side, the Service Order or Trouble Ticket Number has to exist in the CM database. If one does not, the following message will display. Selecting yes on this message will clear the SO/TT number and allow editing of the record. Labor Entries created from a distribution code will appear in Customer Master as one record, whereas in Accounting Master there would be a record for every Account in the Distribution. This effectively allows users to edit all records in a distribution code at one time. Once an Employee is chosen, the Payroll dropdown is filtered by employee assignments set up in Accounting Master. If an employee does not exist in Accounting Master, then there will be no option to select this person in the dropdown. 45

46 Network Type is only used for filtering and will auto populate when Time Entry is accessed from these locations: SO Inbox Only if a Trouble Ticket is selected Trouble Ticket Trouble Ticket Search Work Order OCCs A new checkbox for Filter By Account has been added to the Service Agreement group box. When checked, the Service Agreement and the Tier Number will be filtered by the account number. This filtering occurs when time entry is accessed from the following screens: Work Order Invoice OCCs Service Order Trouble Ticket If a Service Agreement has been billed and a change is made to the Labor entry in Accounting Master, then the behavior will be different. Normally if a Service agreement has not been billed, updates are seamless. If a change has been made to the Labor entry in Accounting Master, then Service Agreement and Labor Entry are separated into their own records in the Customer Master Time Entry screen. This action occurs when users change any of the following fields on the AM Labor Entry record: Date Hours Service Order Trouble Ticket Comment Employee 46

47 Similarly, if a Service Agreement has not been billed, a change is made to the Employee in Accounting Master, and the employee does not exist in Customer Master, then the Service Agreement and Labor Entry are separated into their own records in the Customer Master Time Entry screen. Tools New Service Order Cascade Information defaults Tools Options Service Order Defaults Service Area, Tax Area, Tax Exempt, and Bus/Res have been added to the What to Update section of Cascade Information Defaults. When these new options are checked they will be included to cascade in service orders. During the service order process, users will see these new defaults included in the What To Update section of Update Subordinate Information screen. Any changes to these options in a service order will enable the options to cascade down to the subordinate tiers. Note: Tax Exempt is enabled when there are changes to the Exempt Code or Expiration Date. The Bus/Res field is enabled when there are changes to Bus/Res and Bus/Res Type. 47

48 Another new addition for service order cascade is to Special Needs. If any of the Special Needs check boxes (Hearing, Medical Condition, Physical, Speech or Visual) are checked in a service order, they will be carried down to additional tiers when speed adding a network from a Network Node. New default preference for Payment Arrangement Processing Tool Tools Options Receivables Tab Tools Receivables Payment Arrangement Processing Inquiry Payment Arrangement Inquiry Payment Arrangement Installment Payment Arrangement Tool A Use Payment Arrangement Processing Tool check box was added to Tools Options Receivables. Upon upgrade, users can enable this option to automatically include all payment arrangements to be processed with the Payment 48

49 Arrangement Processing Tool. Flagging the default will remove the need to manually check payment arrangements to qualify them for the mass tool. Flagging the Use Payment Arrangement Processing Tool check box will also be carried through to the Installment Payment Arrangement Tool at Inquiry Payment Arrangement Installment Payment Arrangement Tool. 49

50 Updates to Importer Tool Tools Mass Processing Importer Miscellaneous Tab Importer Customer Master 17.2 Fall 2017 New fields and functionality were added to the mass importer tool allowing for additional data to be imported, changed or cleared from the database. With this new functionality added to the Importer Tool we recommend users call their Software Support Representative for assistance. CRM Importer: When creating a new CRM setup in the Importer, or editing an existing CRM setup, a Payment Note field was added as an importable field. Once imported the Payment Note checkbox in CRM is checked and a popup note is displayed when a user accesses the payment entry screen. OCC Importer: When creating a new OCC setup in the Importer tool, or editing an existing OCC set up, three new fields are available to import for OCCs: Permanent OCC, Start Bill Date, and End Bill Date. When any of these fields are included in the OCC import users can set the Permanent OCC flag on OCCs, as well as import a Start Bill Date and End Bill Date. Address Importer: Additional fields and functionality have been added to the Address Importer to allow the import of Census Tract, Census Block, Latitude, Longitude, Deployment Date, Max Upload Speed, Max Download Speed, and 50

51 SAC to a service address. A new Clear Internet Fields is designed to clear ONLY the Deployment Date, Max Upload Speed and Max Download Speed. The Inactive Address can be used to change multiple address records from Active to Inactive, or vice versa. As fields are defined in the Edit address screen, a new option for Action has been added to the Field drop-down list. Choosing Action provides more options from the By Default Value drop-down to not just insert values into the database, but Change and Clear values as well. Insert provides the ability to create new address records. Change allows changes to multiple fields in existing address records and Clear allows users to clear out (null) multiple fields in existing address records. 51

52 Custom Field Importer: A new Setup for Import Type of CustomField was included in this release to allow users to insert, change or delete custom fields of their preference to an Account, Customer or Network tier. The setup can include up to 10 custom fields and behaves much like the OCC and/or USP importer. Workflow Workflow updated to include stops for Scheduler File Preferences Workflow Setup Within the Workflow setup, scheduler options were added that enable users to use the Scheduler during the workflow process. When these new scheduler options are included in the workflow set up, the ability for workflow to stop and schedule an appointment on any network type is available. From the Workflow Setup s Account tab, a Stages Scheduler field was added to be selected for the workflow process. A stage must be selected in order to open the Scheduler screen from the Stages screen. If no stage is selected, then the scheduler screen will not appear and workflow will move onto the next step. 52

53 From the Workflow Setup s Network tab, a Network Scheduler field was added to be selected for the workflow process. A service order must exist in order for the scheduler screen to appear. If a Service order does not exist, workflow moves on to the next step. 53

54 Write Off Automated Write Off Tool Receivables Suite Processing Account Mass Write Off Tools Receivables Account Mass Write Off A Mass Write Off tool is now available to increase efficiency in a process that can be very time consuming. Note: This mass tool cannot be executed if step 3 of Billing is in progress. The tool s main screen starts with options for filtering by Main Report Area, Report Area, Bill cycle and establishing parameters for account eligibility. Besides the standard filter options, users can also select Business, Residence or acitve/inactive accounts and balance aging. An additional option will allow users to set a minimum and maximum Balance Threshold that an account can owe. Once selections are made, use the Create List icon. The first tab of data generated is the Select Accounts tab. This grid shows all of the accounts qualifying for the autowrite off based on established parameters. All of the accounts are flagged by default, but users can manage the grid by right-clicking and choosing one of the options. The grid can also be exported in CSV format. 54

55 The second tab shows a list of accounts that will not be included in the auto-write off process as they are ineligble. Accounts may be on this list because they fit in the amount threshold, or they don t meet the other options selected. There are other reasons for accounts showing as ineligible, including accounts with pending payments/prepayments, unbilled OCCs, Unbilled Recurring Charges, Credit Balances and more. Users can scroll over to see additional reasons. Users can also manage this list by right-clicking and choosing one of the select/deselect options. The grid can also be exported in CSV format. Once satisfied with the accounts, click on the Create Write Off Rows icon and then Yes on the Confirm message. A third tab will be generated showing the Processing Status along with the account numbers, write off balances, the total amount of OCCs created per account and the Batch Name. The Processing Status will always show as Completed. Any accounts that may not have been completed would show on the Ineligible Accounts tab or had been deselected on the Select Accounts tab. 55

56 Just like manual Write Off functionality, when using the Mass Write Off tool users will still see the Write Off Alerts in the Inquiry and Payment Entry. At Payment Entry they will also see the information message indicating the account is in Write Off and asking to proceed to the Write Off Screen. Users can still view the Write Off detail in the Write Off screen and make adjustments as needed, including the deletion of some or all rows. You ll be able to see the generated OCCs through the A/R Balance screen, OCC screen and Account Overview. If there is something wrong with the records there is an Undo option. Through the tool, click on the Undo icon. Then, select the Write Off Batch to Undo from the drop-down. Once the batch is selected, click on the Execute Adjustments icon. Choose Yes on the Confirm message to complete the process. A summary of the action will then display. 56

57 When users review an account on the original list, they ll see the OCCs and Write Off Balance was removed. Note: If the OCCs have gone through billing or a write off payment was made, the Undo tool can t be used. It will still show in the drop-down, but all of the write offs will show in the Not Eligible section. 57