Billing reading collection report

1. At the Asset Management main menu, select Customer | Billing | Billing Reading Collection. The Reading Collection Report enter screen appears.
2. Fill in the fields as required.

   Target Billing Dateis the billing date for which readings are required. This will only appear if Billing Forecast is turned on. If you enter a zero for the target billing date, you will get a list of all units for a customer. If you enter a date, a unit will only show on the report if it has an active bill forecast record that has a date before the target billing date. You can click on the calendar button to select the date.

   Metric Typeis the type of reading(s) required. You can select multiple metric types to report on. You can click on the Prompt button to select the metric type(s) from a list.

   Customer to Includeis a specific customer to report on. Leave blank for all. You can click on the Prompt button to select the customer from a list.

   Facilityis a specific facility to report on. Leave blank for all. You can click on the Prompt button to select the facility from a list.

   Page Break on Customeridentifies whether or not the report should start a new page for each customer if multiple customers are being reported on.

   Double Spaceidentifies whether or not the report should print double-spaced.

   Send Request to Customers- set to No to print the report. If set to Yes:
        - if a customer contact exists of type MLS and pref=E and Customer is a CWA customer, then the contact will receive an email with a CWA link; the Type is CUSTR. (Note that the link is not yet sent in the email. That will be done as part of the CWA modifications.)
        - if a customer contact exists of type MLS and pref=E, then the customer will get an email with an attachment of all of the customer's units; the type is CUSTRA.
        - if a customer is emailed, it will not appear on the report (and vice/versa).
        - if an entry exists for Generate Download CSV File and Email To, then an email will be sent to the user with an attachment of all units on the report/email.

   Generate Download CSV file and Email tois the email address that the CSV file should be sent to. The format of the CSV attachment matches the format necessary for the Enrich Readings Interface process. That is:
        - Enrich Reading Load Date
        - Enrich Reading Load Time
        - Unit Number
        - Metric Type
        - Reading (Alpha)
        - UOM Code
        - Prov/State Code
        - To Prov/State Code
   These are the first 8 fields on the CSV record. Extra fields are added to the end of the record for convenience. When the Readings download is submitted, the extra fields will be truncated.
        The Last Date field on the attachment sent to the customer (and the attachment sent to the entered internal address) is in ISO format (9999-12-31).

   Copiesis the number of copies of the report that should be printed. A value is required.

   Output Queueidentifies which output queue the report should be placed in. It defaults to your regular output queue.

   Saveidentifies whether the report should be saved online after it has been printed.

   Duplexidentifies whether the printer should print on both sides of the page.

   User Dataallows you to set up an identifier for the print job that will show up on the output queue.

   Holdidentifies whether the report should be held in the queue until released manually rather than printing it automatically.

3. Click Enter . The Reading Collection Report (L2SVPFK) will print on your default printer.
   • The report will show the previous TWO readings.
   • The report will generate a job number which can be used to enter the readings when they are received from the customer.
   • When the customer clicks on the link in the email, it will take them to the CWA Meter Reading Entry screen. Once they have Submitted the readings, an email will be sent. You can then use the job number to enter the readings into Enrich through the Record Billings From Preload option.
   • If sending a CSV file, the following setup must have been performed:
   1. Define the API for BRC FEBFUPC Billing Reading Collection.
      Path: EMMS | Administration | Interfaces | API Interfaces
   2. Set up the customer contact type MLS, preferred method A = .CSV; contact type BRC, preferred method E = PDF.
      Path: Customer | Customers | Edit Customer | Contacts
   3. Define the CUSTRA Customer Reading Coll/ATT email subject and message.
      Path EMMS | Administration | Interfaces | Email Text Definitions
   4. Identify the Default From Email address (this will be the same as the work order estimate From email address).
      Path: EMMS | Administration | Business Parameters | WO Estimating | Change
   5. Set up the Reading Interface File if you will upload the readings when you receive them from your customer.
      Path: EMMS | Administration | Interfaces | Reading Interface | Reading Interface Definition

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