This is an optional module, offered at an additional cost.
First Time
In PROMAS
•
|
Go to File, Export Utility
|
•
|
Export Type – choose from drop down list (Meter Billing)
|
•
|
Message displays that it exported records. Note the location and name of the file created. It should be in the EXPORT folder under your DATA folder, named Meter_Rental.csv.
|
Execute MBS
•
|
Enter description (e.g. Gas Billing)
|
•
|
Enter billing date of the billing cycle prior to the one you want to bill for
|
•
|
enter rate multiplier (i.e. 1.11)
|
•
|
enter rate units (mcf or whatever they are called)
|
•
|
Import from – choose the c:\RPROMAS\Data\Export folder
|
•
|
Transaction Code – type in short ID of payable code to use (e.g. GAS)
|
•
|
Click Update – You will be returned to previous screen with the first line filled in
|
•
|
Select the file (meter_rental.csv) in the Data\Export folder
|
•
|
Click Open. Message displays saying Ready to Update?
|
•
|
Click OK. Message displays with number of meters imported. Click OK.
|
•
|
enter a file name, e.g. Dec Billing
|
•
|
click Save – file is saved as Dec Billing.mbd
|
•
|
Enter readings from the billing cycle prior to the one you want to bill for.
|
•
|
Meter is the Unit ID [F10 or Update will save each record]. After the first ID is updated, the ID’s will appear automatically in Unit ID order. See below if you need to change that order.
|
•
|
When all have been entered, a message will display “All meters read in the route”.
|
•
|
File name entered above will display, click Save. Say Yes to overwrite.
|
•
|
Print the Meter Reading Worksheet for the next readings (optional).
|
Each Time - When billing comes in
In PROMAS
•
|
Go to File, Export Utility
|
•
|
Export Type – choose meter billing from drop down list
|
•
|
Message displays with number of records generated. Click OK.
|
Execute MBS
•
|
Find the previous .MBD file (e.g.RPROMAS\Data\Export\Dec Billing.mbd) and click Open
|
•
|
Click Update Payer Information.
|
•
|
Choose the Meter_Rental.csv file and click Open
|
•
|
Message displays saying “Ready to Update” – click OK
|
•
|
Displays number of meters updated. Click OK.
|
•
|
Click Edit Billing Profile
|
•
|
change Billing Date and click Update
|
•
|
enter new file name (e.g. Jan Billing), click Save
|
•
|
Click Start New Billing Cycle.
|
•
|
Message display “Ready to clear all current readings” – click OK
|
•
|
Message displays with how many meters were updated – click OK
|
•
|
Enter new readings. Click Update or press <F10> after each. After the first ID is updated, the ID’s will appear automatically in Unit ID order. See below if you need to change that order.
|
•
|
When all have been entered, a message will display “All meters read in the route”.
|
•
|
name of file appears, click Save
|
•
|
Message displays asking if you want to overwrite – click Yes
|
•
|
Click on Export Charges
|
•
|
type in a name of file that describes what it is(e.g. Jan billing 2009)
|
•
|
click save – message displays with number of charges exported – click OK
|
•
|
Print any reports you may want (optional). To print the Worksheet for the next time, click on Start New Billing cycle and Yes to messages.
|
In PROMAS
•
|
Go to File, Import Utility
|
•
|
Use Browse to choose file just created (e.g. c:\Data\Export\Jan billing 2009.csv) and click Open
|
•
|
Message displays with number of charges posted – click OK
|
Changing Sequence of Meter List
In the Add Readings function, the meters come up automatically in Unit ID order. If your list of readings is in some other sequence, you can change the order by using Route and Reading values. Records will then come up by Route (primary) and Reading (secondary).
The records in the MSB function can be edited by clicking on Review Meters. That brings up a find meter list.
•
|
Highlight the one you want and click Edit. Make changes and Save.
|
•
|
Or highlight the first record and double click. Make the change and click the right arrow at the bottom of the screen. That takes you to the second record so you can enter a Route and Reading.
|
Reporting
Choose the report from the drop down list. You can either preview the report on the screen and then print or print directly.
|