EDAMS Technology - Hydro-Comp

EDAMS - What’s New©
EDAMS Billing & Customer
Information System
December 2015
Table of contents
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2
3
4
5
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7
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9
Introduction .................................................................................................................... 1
Debt management Module ............................................................................................. 2
2.1 Filter by town in disconnection – reconnections step ............................................. 2
2.2 Drill down from Debt Rescheduling ....................................................................... 2
2.3 Modification of Debt Rescheduling Agreements .................................................... 2
2.4 Debt Management Optimisation ............................................................................. 2
2.5 Printing of Email & SMS ........................................................................................ 2
2.6 Billing Charges........................................................................................................ 3
2.7 Investigations .......................................................................................................... 3
2.8 Control the timing of issuing Charges .................................................................... 3
2.9 Credit Note Adjustments ......................................................................................... 3
Management Reporting Module ..................................................................................... 4
3.1 Watch Lists.............................................................................................................. 4
3.2 Cashier’s Sessions Access....................................................................................... 4
Enquiries Module ........................................................................................................... 5
4.1 Ability to Mark a customer as Closed and give a reason. ....................................... 5
4.2 Access Meter Register also from Enquiries ............................................................ 5
4.3 Drill down to Application, Action Requests or Job cards from Customer Details . 6
4.4 Provide link of Addresses to Google Maps in Enquiries ........................................ 6
Customer Services Modules ........................................................................................... 7
5.1 Setting of Logical Values per Form ........................................................................ 7
5.2 Auto-Assigning Station ........................................................................................... 7
5.3 Link to Enquiries ..................................................................................................... 7
5.4 Link to Images & Photos......................................................................................... 7
5.5 Selection of Closed Customer Accounts (New CS module) ................................... 7
Billing Module................................................................................................................ 8
6.1 User defined Queries per Billing Step .................................................................... 8
6.2 Audit Trail in Property & Connection details ......................................................... 8
6.3 Enhanced Printing of Reports ................................................................................. 8
6.4 Billing steps functions ............................................................................................. 8
6.5 Introduction of Connection size for billing purposes .............................................. 9
System Maintenance Module ....................................................................................... 10
7.1 Batch emails & SMS ............................................................................................. 10
Receipting Module ....................................................................................................... 10
8.1 Receipting Window Drill Down ........................................................................... 10
8.2 Rounding Options ................................................................................................. 10
System Administration ................................................................................................. 11
9.1 Hide Audit Trail .................................................................................................... 11
9.2 Customisable Audit trails ...................................................................................... 11
9.3 Scheduling of reports ............................................................................................ 11
9.4 Log of Reports printed by the system ................................................................... 11
9.5 Inactive Sessions ................................................................................................... 11
9.6 Use of Telerik Grid components ........................................................................... 11
9.7 Importing of Photos............................................................................................... 11
10
Customer Services .................................................................................................... 13
10.1 Walk Routes Handling .......................................................................................... 13
10.2 IBAN Validation ................................................................................................... 13
10.3 Employee History.................................................................................................. 13
10.4 Plots Selection ....................................................................................................... 13
10.5 Drill down to Applications .................................................................................... 13
10.6 Default Values ....................................................................................................... 13
10.7 Change of Billing Group ....................................................................................... 13
10.8 Disconnections ...................................................................................................... 14
10.9 Link of Payment Type to Application type ........................................................... 14
11
Meter Reading Module ............................................................................................. 15
11.1 Pictures at Meter Element ..................................................................................... 15
11.2 Comments field at Meters ..................................................................................... 15
11.3 Assessed Consumption in Meter Reading............................................................. 15
11.4 Handling of VAT .................................................................................................. 15
11.5 Drill down to Enquiries ......................................................................................... 15
11.6 Validation of GPS coordinates .............................................................................. 16
11.7 Meter Reading/Walk Routes Manipulations ......................................................... 16
1
Introduction
Hydro-Comp on a yearly basis produces a summary of all the enhancements that have been
developed within the year. This document is used as an update so existing and new
customers can review the latest software developments.
EDAMS Billing & Customer Information v5.2 is full of enhancements. EDAMS-What's
New gives you a quick overview of new functionality and enhanced features that you might
use in EDAMS Billing & Customer Information v5.2. This document is a compilation of all
the What's New topics for products that ship with a EDAMS release.
The What's New documentation is cumulative and is updated whenever there is an update
of an EDAMS product, so you should review the What's New topics for your products
whenever you receive a product update. In general, the What's New topic for each product
contains all of the features and enhancements in the latest release.
To view the EDAMS-What’s New documentation for previous releases of EDAMS, see
http://www.edams.com/whatsnew.
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2 Debt management Module
2.1
Filter by town in disconnection – reconnections step
Added new filter by town in Debt management module (disconnection – reconnections)
step
2.2
Drill down from Debt Rescheduling
Ability to drill down to Enquiries form of a customer from Debt Rescheduling
Agreements by selecting the customer account no.
2.3
Modification of Debt Rescheduling Agreements
System now allows the modification of Customer Agreement amount and instalments
(system always verifies that the sum of instalments and of initial payment equals the
agreement amount. If not, it gives an error and adjusts the last instalment)
2.4
Debt Management Optimisation
Optimise Debt Management opening list. Calculate last payment details on demand by
pressing a button.
2.5
Printing of Email & SMS
Added Printing of Email/SMS in Provision for Bad Debts window. Ability to select
individuals or select all in the list to send emails or print a report or even send sms with
a customised msg.
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2.6
Billing Charges
Allow issue of billing charges before disconnection if disconnection occurred after x
days since last billing date.
2.7
Investigations
Customers are now included in investigation list from grid. On expiration (completion
date) investigation is automatically closed.
2.8
Control the timing of issuing Charges
New parameter under Policies to decide whether Charges will be issued when the debt
management case is pushed to Completed stage (and not at Assigned Stage as it is
now).
2.9
Credit Note Adjustments
Credit Note adjustments [40/17] to flag customer eligible for reconnection (like
Receipt); the option is parametric at Policy level
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3 Management Reporting Module
3.1
Watch Lists
A watch list is a user definable group of customers. A user can create many watch lists
and give them a name and add/remove from list customers. A user can choose to make
Watch List public. This means that the list is available to others to view.
Only Owner of list can edit the list.
Mai functions:
 filter / sort and select customers from a watch list
 export list in Excel
 print/ email a report of selected records in a watch list.
 send SMS to the selected customer.
Functionality is under module management reporting management reporting menu
itemWatch lists
3.2
Cashier’s Sessions Access
Added access Cashier's Sessions from Management Reporting in view mode only
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4 Enquiries Module
4.1
Ability to Mark a customer as Closed and give a reason.
View account status from Customer window in enquiries module. User can now mark a
customer as Closed, Give Reason and save in different table.
4.2
Access Meter Register also from Enquiries
Now users can register and view meter register list directly from enquiries.
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4.3
Drill down to Application, Action Requests or Job cards from Customer Details
Now from Enquiries you will be able to drill down to Application or Action Request
but not Job Cards. (old Customer Services)
Only from EDAMS Maintenance Management system you will be able to drill down to
Job Cards, Applications and Action Requests
4.4
Provide link of Addresses to Google Maps in Enquiries
Provided that a complete address exists under customer window in enquiries user can
automatically navigate to the address using google maps
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5 Customer Services Modules
5.1
Setting of Logical Values per Form
Setup default logical values to various forms in Customer Services*. Use logic to fill
various fields in customer services. This enhancement will help organization to avoid
human error and speed up processing time of applications.
5.2
Auto-Assigning Station
Auto assign station for an application based on the selected/created property*. This
enhancement will help organization to avoid human error and speed up processing time
of applications.
5.3
Link to Enquiries
Provide link to Enquiries from the user defined query results grid for hard coded
column names. Double click any highlighted field to navigate to the related enquiries
window for more information.
5.4
Link to Images & Photos
Added ability to add images (photos) in Customer Services Applications for new
account and change customer details.
5.5
Selection of Closed Customer Accounts (New CS module)
User is allowed to select Closed Customer Accounts (setup at each Application)
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6 Billing Module
6.1
User defined Queries per Billing Step
Add Pre and Post Queries per Billing Step. Ability to run predefined queries for each
billing step based on its state. A lot of times users of the billing module are required to
run SQL commands either before a billing step is executed or before. Now any
commands need to run are all group together next to each step and they are available
depending on step’s status. This enhancement will help users speed up this process and
avoid human errors.
6.2
Audit Trail in Property & Connection details
Changes made in activities for capture Property and connection details are kept as audit
trail.
6.3
Enhanced Printing of Reports
Enhanced "Print Report" activity. Added facility to also send SMS. User can set a
predefined text in Application Designer but can be modified when sending. Customers
with no mobile no. are filtered out.
6.4
Billing steps functions
The following have been added:
 Bill and reverse per customer or set of customers or a walk route
 New options for handling Non-operational Meters on step 1 and step 3
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6.5
Introduction of Connection size for billing purposes
Connection Size is introduced as variable inder Connection properties to be used for
Regular Charges/Activity Charges. Look up table is also introduced under System
Admin module to set up the charges. Regular Charges or Activity charges can now be
billed based on these values.
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7 System Maintenance Module
7.1
Batch emails & SMS
System is able to send batch emails or sms to selected set of customers, employees or
other group of emails
8 Receipting Module
8.1
Receipting Window Drill Down
Be able to drill down to a specific receipt of open or closed sessions from Receipts List
window.
8.2
Rounding Options
Add rounding option for Cash Payments
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9 System Administration
9.1
Hide Audit Trail
Hide from Audit Trail Grid records that have not changed.
9.2
Customisable Audit trails
System Administrators can now setup audit trails directly from UI forms. They can
select the field they want to monitor and using a special combination of keys a small
window appears where they can select actions to audit (insert, update, delete).
Facility is available for fields that can be edited in each specific form.
9.3
Scheduling of reports
System now schedules the reports to be sent by email to set of emails or sent to printer
9.4
Log of Reports printed by the system
System now keeps a log of the reports printed by the system
9.5
Inactive Sessions
Allow configuration of each PC to close inactive sessions after set time.
9.6
Use of Telerik Grid components
Use of new Telerik grid in Query results in all Systems.
9.7
Importing of Photos
Facility to import Photos and link to different Billing Entities. Source will be an Excel
file listing file names (photos), path as well as the ID of the entity to link to.
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10 Customer Services
10.1 Walk Routes Handling
On positioning connection in Walk Route, system now allows user to open the
Reporting Manager to view the Walk Route in GIS and decide the best sequence.
10.2 IBAN Validation
Provide IBAN validation facility in Customer Services. Add <Save button> in old
Customer Services module.
10.3 Employee History
System keeps history of employees assigned to in a specific application (New Customer
Services module only)
10.4 Plots Selection
Users can select specific plot and view its properties in Select multiple plots activity.
Plots in the list are selectable at all stages of the application (in process, posted, etc.)
10.5 Drill down to Applications
If you are in Billing you will be able to drill down to Application or Action Request but
not to Job Cards.
10.6 Default Values
Allow the selection/ Setup of default values for various forms in Customer Services
10.7 Change of Billing Group
Be able to Change Billing Group of a Customer from New Customer Services rather
than from System Maintenance
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10.8 Disconnections
Be able to issue Billing Charges when disconnecting connections without meter (New
Customer Services)
10.9 Link of Payment Type to Application type
Link a payment type to an Application type when such payment type is used submit
application (New Customer Services).
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11 Meter Reading Module
11.1 Pictures at Meter Element
System now keeps pictures at meter level.
11.2 Comments field at Meters
Comment field was added under Meter_dtl table. Field is available for editing during meter
register and meter installations activities in new Customer Services module and also visible
in Enquiries module.
11.3 Assessed Consumption in Meter Reading
Added setting in Meter Reading to use Assessed consumption to calculate previous average
consumption. Change is introduced be in Step 2. It uses individual assessed consumption, if
that is not available the Consumption Category per Township (depending on setting in
Billing estimates). If none of the above is available, any available readings is used (as it is
done so far). Option is useful for sites where the quality of readings is very bad.
11.4 Handling of VAT
User will be able to define different VAT rates per consumer types
11.5 Drill down to Enquiries
Allow drill down to Enquiries from Meter Reading module. Double click customer and
system will open enquiries window with all information about customer and connected
services.
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11.6 Validation of GPS coordinates
EDAMS HHU module was modified to validate on the field the GPS co-ordinates. HH unit
Connection's coordinates are used to check on the field the coordinates (allowed error
tolerance).
If the difference of values is greater than the allowed error then a warning is given. If Meter
Reader proceeds then the reading is flagged. Valid Readings taken with valid GPS
coordinates are also flagged.
Readings with no flag means that were read while no Satellite signal was available.
Reading can be also filtered within the Meter reading Grid.
Enhancement applies only for units running the EDAMS HHU module.
11.7 Meter Reading/Walk Routes Manipulations
The system:
 Allows user to specify Meter Reader even during meter reading process;
 Allows the batch move of meters from one walk route to another. System keeps
history of movements including connection details
 Warns Meter Reader if the previous reading date is higher than today (current date)
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