UB> New Billing

No Consumption in a New Billing batch

 

Summary

 

This document describes some basic reasons why the consumption on a meter may not display on a billing. If a UB customer account has an unbilled meter reading on their account but that reading is not being included in a New Billing batch, move through the list below to bill the unbilled meter reading.

 

Step by Step

 

1     Verify that the meter reading is unbilled and entered correctly. 

 

  • Open the Devices tab of the Account Master Maintenance window (UB> Maintenance> Account> Devices tab).
  • Make sure the Billed toggle is unchecked on the meter reading you believe should be included in the New Billing batch. If the Billed toggle is checked, the meter reading has already been included in a billing and will not be pulled into a New Billing batch.
    • If you believe the Billed toggle should not be checked, you can open the Device Maintenance window, delete the billed meter reading and then create a new meter reading with the Billed toggle unchecked.
  • Make sure the Consumption column displays a valid consumption amount. For example, an amount greater than zero.
    • If the consumption is zero, no consumption will be billed. If the consumption amount calculated incorrectly, open the Device Maintenance window (select the meter and click the Modify icon from the Devices tab of the Account Master Maintenance window) and modify the consumption on the meter reading.

 

2     Verify the setup of the UB module. 

 

  • There is a UB module setup that determines if all unbilled meter readings or only meter readings of a specific reading period will be included in a New Billing batch. If the meter readings have the incorrect read period, or the incorrect read period was entered during the Generate step of the New Billing batch, the consumption on those meter readings will not be included in the billing.
  • Open the Billing tab of the Setup window (UB> Utilities> Setup> Billing tab).
  • The Meter Reads to Bill drop-down menu is used to set up which meter readings will be included in a New Billing.
    • If Period is selected, only meter readings with a meter read period that is the same as the billing period will be included in a New Billing batch.
    • If Unbilled is selected, all unbilled meter readings will be included in a New Billing batch.
  • If Period is selected, but the meter read period of the unbilled readings do not match the billing period selected during the Generate step of the New Billing batch (UB> New Billing> Generate> Billing Period field), the meter readings will not be included in the batch. You can view the meter read period from the Devices tab of the Account Master Maintenance window (UB> Maintenance> Account> Devices tab> Select a meter> Read Period/Read Year column).
  • If the meter read period does not match the billing period, open the Device Maintenance window from the Devices tab (Click the Modify icon while a device is selected) and change the Read Period of the meter reading. When you regenerate the New Billing, the meter reading will be included in the batch.

 

3     Verify that the meter has the same bill type as the service rate. 

 

  • The consumption of a meter is billed using the service rates that have the same bill type as the meter. You can view the bill type of a device from the Devices tab of the Account Master Maintenance window (UB> Maintenance> Account> Devices tab> Select a meter> Meter Details sub-tab> Bill Type field). You can view the bill type of a service rate from the Service Rate Maintenance window (UB> Maintenance> Service Rates> Open the current revision of a service rate> General tab> Bill Type field).

 

4     Verify that you are not generating bills using a service rate set up to use winter average. 

 

  • Winter Average periods are set up on service rates. During a winter average period, the calculated winter average consumption will be billed instead of the actual consumption on a meter. If a calculated winter average has not been set up on the UB customer account, no consumption will be billed on the account.
  • You can view the winter average periods of a service rate on the Service Rate Maintenance window (UB> Maintenance> Service Rates> Winter Average/Taxes tab> month toggles).
  • If the billing that was missing the consumption is during a winter average period, the UB customer account will need to have a committed winter average in order to bill correctly. Open the Winter Average tab of the Account Master Maintenance window (UB> Maintenance> Account> Winter Average). Uncommitted winter averages will display in red. To commit the winter average, commit the Winter Average batch (UB> Winter Average> Commit). When the New Billing is generated, the UB customer account will bill using the calculated winter average.

 

5     Verify that the service rate is not set up as a flat rate. 

 

  • If a service rate is set up as a flat amount service rate, the consumption on a device will not be included in the billing.
  • Open the Service Rate Maintenance window (UB> Maintenance> Service Rates> General tab).
  • If the Flat Rate toggle is checked, the consumption on meters of the same bill type will not be billed using the rate structure set up on the Consumption Levels tab.
  • To bill the consumption on the meter, you can either add a service rate to the UB customer account that is of the same bill type as the meter and does not have the Flat Rate toggle checked, or you can uncheck the Flat Rate toggle on this service rate.
    • Un-checking the Flat Rate toggle on this service rate will affect all UB customer accounts attached to this service rate.