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• If a step in the issue is creating an AR Invoice and you select a customer with only a Utility Billing account, an AR account will be created for that customer when the AR Invoice is generated.
• If the issue is going to create a Utility Billing service request you must attach a lot with an active utility billing customer account.
• If you are creating an issue that does not perform an action or only creates a service request, you do not have to select a customer.
• If a customer number has already been selected in the Target Customer Number field, selecting a Lot Number will not affect the selected customer record. You will, however, be required to confirm the lot selection.

Enter a Target Description if desired. This field will display on the printed version of the issue.

• The issue step is set up to notify the queue, user or role in the Notification Recipient drop-down menu below. Only the user type selected in this field will be notified. For example, if an issue step is associated with a queue, user and role, and User is specified as the notification type in the field below, only the user will receive the notification. This also means that if the issue step is associated with a queue and a role but not associated with a user, no notification would be generated.
• The type of notification generated is determined by the user's User Preferences settings (User Preferences icon > General tab> Alert Method drop-down menu). Click here for information on the User Preferences window.

• If the Enable queue restrictions toggle is checked on the CM Setup window, this field will only be accessible to the queue member set up as Administrator.
• If the issue step is set up to notify by queue, all the members of the selected queue will receive a notification when the issue step requires attention.
• Queues are created and maintained on the Queue Maintenance window (CM> Maintenance> Queues). Click here for information on Queue Maintenance.

• Only Springbrook users that are attached to the queue selected above will display in the drop-down menu.
• If the issue step is set up to notify by user, the selected user will receive a notification when the issue step requires attention.
• Users are created and maintained on the User Maintenance window (SS> Security> User). Click here for information on User Maintenance.

• If the issue step is set up to notify by role, all the Springbrook users associated with the selected role will receive a notification when the issue step requires attention.
  • For user-based roles, the Springbrook user specified on the role will be notified.
  • For position-based roles, any Springbrook user whose PR Employee record is associated with the specified position will be notified.
• Roles are created and maintained on the Role Maintenance window (SS> Security> Role). Click here for information on Role Maintenance.

• The batch number that will be used when creating invoices is specified in the Starting Invoice Batch Number field on the CM Setup window (CM> Utilities> Setup CM> Options section).
• If this batch number has already been committed in the current fiscal period, the AR invoice will be created in the next available invoice batch.
• If the batch has transactions in it but has not been committed, the new invoice will be added to the batch and the batch will be returned to the Enter Invoices step in AR> Invoices.
• If the AR invoice that will be created in the batch has the same customer number, account number, and issue number as an existing invoice in the batch, the two invoices will be combined.
  • This process is useful if you have an issue with multiple steps that create AR invoices with different AR fee codes. This allows the separate fee codes to be charged to a single customer account to be charged on a single AR invoice.

• The address on the invoice will be pulled from the customer account even if a lot is attached to the issue with a service address that is different than the customer account address.

• The Citation Number field on the General tab of the Issue Maintenance window will populate the description of an AR invoice if you have checked the Use Citation Number in Invoice Description toggle in CM> Utilities> Setup.

• The uncommitted service request will display in UB> Service Requests> Input after the service request has been generated and the issue step completed.
• You must attach a lot to the issue if you are going to create a UB service request, and the UB account attached to the lot must be active. You can view the status of a UB account on the UB Account Maintenance window (UB> Maintenance> Account> Account tab> Customer Account Information section> Status field).
• The customer account attached to the lot will be the customer attached to the service request.

• The Default Charge field defaults to the Flat Amount set up in the special charge code attached to the service request code, but this amount can be modified without affecting the flat amount attached to the special charge code. If you want to affect the flat amount of a special charge code, that amount is set up in UB> Maintenance> Special Charge Code> Charge Info section> Flat Amount field. If you change the flat amount attached to the special charge code all Utility Billing transactions attached to that special charge code will also be affected.