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OpenPay Overview& New Functionality
• June 2015 – May 2016
Account has $85 billed balance outstanding from last billing.
OpenPay Overview & New Functionality
Begin setup process.
OpenPay Overview & New Functionality
Current Owing section of setup.
OpenPay Overview & New Functionality
All billed and unbilled charges currently
outstanding.
Config SETUP_REMOVE_BAD_DEBT = N
or customer has no Bad Debt. Config SETUPPPD_RMV_ARRANGEMENTS
is N or customer has no active Arrangement.
Configs SETUPCHARGE and SETUPCHARGE_CHGCODE are not populated with an Amount and Charge Code.
Prorated dollar calculation of billing charges (ie: kwh, facility, taxes, pca, etc.) from date of last billed reading
(4/15/15) to today (5/14/15).Config
SETUPPPD_RMV_DEPOSITS = N or Account has no paid deposit.
Unbilled Total is the sum of all unbilled usage since the last billed Meter Reading.
OpenPay Overview & New Functionality
Drill into the Unbilled Total link to view the makeup of the
amount.
Determine how much should be paid now and/or how much should be moved to AR Recapture.
OpenPay Overview & New Functionality
Confirm the Payment amount the Member must pay to get started.
OpenPay Overview & New Functionality
The Initial Payment Amount Required will change depending on the amounts
agreed upon and entered for the OpenPay Balance and AR Recapture.
The Initial Payment Amount Required is also dependent on the
Starting OpenPay Balance SETUPMINIMUMCREDITBALANCE, the minimum amount of the credit required on the Account in order
to complete setup.
Take the first Payment to establish a credit balance.
No portion of the initial Payment will apply to AR Recapture.
OpenPay Overview & New Functionality
Setup online access so the Member may review Account Balances, Usage, make Payments, and manage Notifications.
OpenPay Overview & New Functionality
Customer already has online access.
Setup Account Notifications via Email, SMS, and/or Voice.
OpenPay Overview & New Functionality
Daily Balance, Low Balance, Pending Disconnect, Disconnect, and Reconnect.
OpenPay Overview & New Functionality
OpenPay Register view.
OpenPay Overview & New Functionality
If a Remote eligible meter exists at the Service, a request is made to the AMI system to obtain and return a
Meter Status to CIS.
The Register view will default to OpenPay and show a daily bill record for
each day since the last billed reading date. The Register will also show the
transactions relating to:1. moving of money to AR Recapture2. initial Payment
Daily billing.
OpenPay Overview & New Functionality
Daily bill records are cut each day based on usage obtained
from AMI for the previous day.
OpenPay Billed Balance represents the amount that has been daily
billed since the last billed reading.It will increase each day.
The OpenPay Balance will become less each day.
Notifications sent at appropriate times.
OpenPay Overview & New Functionality
Appropriate Notifications sent based on criteria and setup.
Daily Balance message sent each day once the Account daily bills. *Low Balance message sent once the Account daily bills and the balance falls below LOW_BALANCE_THRESHOLD. *Pending Disconnect message sent once the Account daily bills and the balance falls below DISCONNECT_THRESHOLD. *
* And time is between customer preferred time frame.
Conventional billing will create a Billing Variance. This is a comparison between the actual invoice billed and the sum of daily bills for the same usage period. May be a credit or debit.
OpenPay Overview & New Functionality
Review how the Billing Variance was calculated.
OpenPay Overview & New Functionality
For this Account, the sum of the daily bills were LESS than the actual bill,
therefore a charge for the difference was applied to the Account.
Disconnect Accounts that fail to maintain an appropriate balance.
Process may be run manually or automatically and can be suspended and re-enabled at any time.
OpenPay Overview & New Functionality
Processing Remote Disconnect Eligible Meters automatically sends a request
to the AMI systemto shut the meter off.
Non-Remote Disconnect Eligible Meters will have a Cutoff Order
automatically generated which will need to be assigned and a truck rolled,
in order shut the meter off.
Successful disconnect of the Meter updates the Meter Status to ‘Disconnected’. If the Member is subscribed to the ‘Disconnect’ Notification, they will be informed of the minimum Payment that must be made to be reconnected.
OpenPay Overview & New Functionality
Once a sufficient Payment has been made, the Meter is connected. If the Member is subscribed to the ‘Reconnect’ Notification, they will be informed of the reconnect.
OpenPay Overview & New Functionality
23rd June 2015: 128252 – Disconnect Delay
Coops may delay Disconnecting OpenPay Accounts by a specified number of days. This will allow a grace period for the customer instead of their Account being eligible for Disconnect the same day their prepaid balance reaches the Disconnect threshold.
Configuration: PREPAID
DISCONNECT_DELAY
OpenPay Overview & New Functionality
23rd June 2015: 128252 – Disconnect Delay
OpenPay Overview & New Functionality
23rd June 2015: 129033 – Minimum Payment Amount
The Account browser and Individual Payment forms will display the “Minimum Payment Amount” required in order to either:
a) Avoid being Disconnected, if remote Meter is currently ‘Connected’ and the prepaid balance is above the Disconnect Threshold;
b) Reconnect, if remote Meter is currently ‘Disconnected’ and the prepaid balance is above the Disconnect Threshold.
The amount displayed includes additional dollars to cover the portion required for an AR Recapture balance (if one exists) as well as the Minimum Reconnect Balance requirement if the remote Meter is ‘Disconnected’ or if the location does not have a remote Meter.
Configuration: n/a
OpenPay Overview & New Functionality
23rd June 2015: 129033 – Minimum Payment Amount
(Minimum Reconnect Balance is $-10.00 for this example)
OpenPay Overview & New Functionality
23rd June 2015: 129033 – Minimum Payment Amount
(Minimum Reconnect Balance is $-10.00 for this example)
OpenPay Overview & New Functionality
23rd June 2015: 129264 – Manually Reconnect Accounts
Coops may manually Reconnect all (or a selection of) Disconnected OpenPay Accounts via the 'Reconnect Accounts' menu option under Account, OpenPay.
Configuration: n/a
Security: Individual
OpenPay Reconnects - Process Button
OpenPay Overview & New Functionality
23rd June 2015: 129264 – Manually Reconnect Accounts
OpenPay Overview & New Functionality
21st July 2015: 128170 – Move Setup Minimum Amount to AR Recapture
A coop may allow the Minimum Balance required, to be moved to
AR Recapture. During Account setup, the user will be able to increase the Amount to AR Recapture to cover all or part of the Minimum Payment Amount required. Thus allowing the customer to be setup on OpenPay and not be required to make an up-front Payment. The Amount to AR Recapture has no restriction and can be increased by any amount. If the configuration has not been populated, the user will receive an error message when attempting to move an amount, that is greater than the Total Owed, to AR Recapture.
Configuration: PREPAID
ARRECAPTURE_ADJUST_CHARGECODE
OpenPay Overview & New Functionality
21st July 2015: 128170 – Move Setup Minimum Amount to AR Recapture
OpenPay Overview & New Functionality
4th August 2015: 128247 – Alternative to Cutoff Service Order
For Accounts that do not have a remote Meter and are eligible to be processed for Disconnect due to failure to maintain a prepaid balance above the Disconnect Threshold, a Cutoff Service Order will be generated by default. If another work type should be generated instead of a Cutoff, the coop can specify the work type (ex: Meter Change out).
Configuration: PREPAID
DISCONNECT_WORK_TYPE
OpenPay Overview & New Functionality
4th August 2015: 130482 – Disconnect Eligible Date
The Account browser displays the Disconnect Eligible Date for an OpenPay Account. The date will appear when the prepaid balance becomes greater than the Disconnect Threshold and is based on the Coops setting for number of Disconnect Delay days. The date can be modified if desired.
Additionally, the same information will be displayed in red on OpenAccess for the Account.
Configuration: n/a
Security: Individual
Account Browser - Edit Disconnect Eligibility Date
OpenPay Overview & New Functionality
4th August 2015: 130482 – Disconnect Eligible Date
OpenPay Overview & New Functionality
1st September 2015: 131152 – OpenPay Indicator on Member Browser
The value used in the configuration for PREPAID > LABEL will be appended to the Account Sub Type on the Account tab of the Member browser.
Configuration: n/a
29th March 2016: 134421 – OpenPay Indicator on Main Inquiry
The value used in the configuration for PREPAID_LABEL CIS will be appended to the Account Sub Type in the 'Account Type' field on the Main Inquiry.
Configuration: n/a
OpenPay Overview & New Functionality
1st September 2015: 131152 – OpenPay Indicator on Member Browser
29th March 2016: 134421 – OpenPay Indicator on Main Inquiry
OpenPay Overview & New Functionality
13th October 2015: 131154 – OpenPay Balance on Member Browser
The Prepaid Balance for each Account and Member's Total Prepaid Balance is displayed on the Account tab of the Member browser.
OpenPay Overview & New Functionality
27th October 2015: 132607 – Billing Variance Added to PreBill
A “Prepaid Bill Variance” column has been added to the PreBill Summary file to allow coops to catch, investigate, and correct any potentially large variances before the Account is conventionally billed.
Configuration: n/a
OpenPay Overview & New Functionality
10th November 2015: 129258 – Move Funds To/From AR Recapture
A coop may allow a Member to request funds be applied to their OpenPay Balance because they are in danger of being Disconnected or have already been Disconnected. In doing so, the prepaid credit will increase and AR Recapture Balance will increase. Or vice versa, the Member may request to have a surplus of OpenPay funds moved to AR Recapture to help pay down their existing debt.
This action is performed by using the ‘OpenPay Adj.’ button located on the Account browser next to the existing OpenPay button.
Security: Individual
Account Browser - Toolbar - Prepaid Adj Button
OpenPay Overview & New Functionality
10th November 2015: 129258 – Move Funds To/From AR Recapture
OpenPay Overview & New Functionality
+ A positive amount will be subtracted from the prepaid balance and increase the AR Recapture balance.- A negative amount (not permitted for the scenario pictured) will add to the prepaid balance and decrease the AR Recapture balance.
10th November 2015: 129258 – Move Funds To/From AR Recapture
Note: When moving funds from the prepaid balance to AR Recapture to pay down the existing debt, the prepaid balance must be less than $0.00 and the credit amount to transfer can not be greater than the current prepaid credit. User will be alerted and transfer will not occur.
OpenPay Overview & New Functionality
10th November 2015: 130977 – Display AR Recapture Balance
The AR Recapture balance will be displayed on the ‘General’ tab of the Account browser. This saves the user from having to click the ‘AR Recapture’ tab to see the current balance.
Configuration: n/a
OpenPay Overview & New Functionality
5th January 2016: 132386 – Disconnect Exempt for Energy Assistance
OpenPay Accounts that have the “Energy Assistance Program” attribute will be excluded from the OpenPay Disconnect process. A 'Disconnect Eligible Date' for such Accounts will not populate (at top right of Account browser) until the attribute has expired and the prepaid balance has become greater than the Disconnect Threshold.
Configuration: AMR
ENERGY_ASSISTANCE_DISCONNECT_EXEMPT
OpenPay Overview & New Functionality
5th January 2016: 131148 – Location Ineligible for Remote Meter
For locations that are unable to accommodate a remote Meter, the Service Attribute for 'Remote Connect/Disconnect Meter Ineligible' should be added. When the Attribute exists, and the Account associated to the location is on OpenPay, the Work Type identified in the configuration for PREPAID > DISCONNECT_WORK_TYPE (Cutoff by default or typical alternative - Meter Change out) will not be created when the prepaid balance becomes greater than the Disconnect Threshold. Accounts falling into this scenario will continue to appear on the ‘Potential Disconnects’ list and should be addressed by the coop as necessary.
Configuration: n/a
OpenPay Overview & New Functionality
5th January 2016: 131148 – Location Ineligible for Remote Meter
OpenPay Overview & New Functionality
16th February 2016: 134723 – Adjust Daily Billing Amounts
Users may perform an Adjustment to a single daily billing Invoice which will only affect the OpenPay Balance and not the Accounts AR Balance.
Highlight the daily bill on the OpenPay Register, right click and select the ‘Adjust Daily Bill’ option. Enter a negative or positive value in the ‘Adjustment Amount’ column. There is no restriction on the Amount that may be Adjusted.
Note: This is a Manual Adjustment and no auto adjustment of Taxes will be calculated.
Security: PopUp
Account Browser – Prepaid Register – Pop Up – Adjust Daily Bill
OpenPay Overview & New Functionality
16th February 2016: 134723 – Adjust Daily Billing Amounts
OpenPay Overview & New Functionality
26th April 2016: 129262 – Advanced PCA Factors
PCA/WPA factors can be setup via the ‘Power Adjustment’ form that will only apply to OpenPay Accounts.
Configuration: n/a
OpenPay Overview & New Functionality
26th April 2016: 129262 – Advanced PCA Factors
For most coops, daily invoices for OpenPay Accounts include an amount (debit or credit) for the Wholesale Power Adjustment.
For some coops, the factor changes on a monthly basis.
OpenPay Overview & New Functionality
26th April 2016: 129262 – Advanced PCA Factors
Example:
WPA for April 1st thru April 30th is 0.018.
WPA for May 1st thru May 31st is 0.019
The factor will be applied when the Account (including OpenPay Accounts) conventionally bills.
While a prepaid account is daily billing in April (to be conventionally billed in May) the coop will want the WPA factor for those daily bills to be 0.019, not 0.018. Therefore, a WPA for PREPAID is setup.
IE: The factor that the account will be billed at in May.
This helps to reduce the billing variance in the WPA/PCA invoice line item.
OpenPay Overview & New Functionality
26th April 2016: 129262 – Advanced PCA Factors
Example:
WPA for April 1st thru April 30th is 0.018
WPA for May 1st thru May 31st is 0.019
WPA for June 1st thru June 30th is .022
WPA for April 1st thru April 30th for PREPAID is 0.019
WPA for May 1st thru May 31st for PREPAID is 0.022
OpenPay Overview & New Functionality
OpenPay Accountis billed @ 0.018
1-APR 1-MAY 1-JUN
OpenPay Accountis billed @ 0.019
Daily bills @ 0.019
Daily bills @ 0.022
26th April 2016: 137456 – Waived Reconnects
When a Connect request can not be completed and fails 3 times since the last disconnect request, it will become “Waived”. Once the Meter or connectivity issue has been resolved, a user can go to the OpenPay Potential Reconnects form to reconnect the Account.
Configuration: n/a
OpenPay Overview & New Functionality
10th May 2016: 137961 – PDF Statement Viewing
PDF Billing Statements for OpenPay Accounts may now be viewed via the 'Statement Journal' node of the Account browser.
Note: Check with your print vendor to ensure such PDFs are being produced before enabling this feature.
Note: Viewing the PDF Statement is only available from within CIS, it will not be made available on OpenAccess.
Configuration: WEB
PREPAID_VIEW_STATEMENT_PDF_YN
OpenPay Overview & New Functionality
10th May 2016: 137961 – PDF Statement View
OpenPay Overview & New Functionality
Acme Electric Cooperative
PO Box 555
Hollywood, CA 90028
Phone: (800) 555-5555
Acme Electric Cooperative
PO Box 555
Hollywood, CA 90028
Bugs E. Bunny
111 Maple Dr
Hollywood, CA 90028
Bugs E. BunnyCustomer Name:
Thank you!
OpenPay Overview & New Functionality
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