user manual

Transcription

user manual

USER MANUAL
SoftVerx
LESCO’s Customer Information & Billing System
Version 1.0
Page 1 of 131
USER MANUAL
LAHORE ELECTRIC SUPPLY COMPANY
CUSTOMER INFORMATION AND BILLING SYSTEM
USER MANUAL
SoftVerx
Version 1.0
Page 2 of 131
DOCUMENT INFORMATION
CATEGORY
INFORMATION
Customer
Lahore Electric Supply Company
Project
LESCO’s Customer Information and Billing System
Document
User Manual
Document Version
Version 1.0
Author(s)
Muhammed Nadeem
Approver(s)
Asad Aftab
Issue Date
July 23, 2009
Distribution
LESCO, SoftVerx
DOCUMENT REVISION HISTORY
AUTHOR(s)
DATE
VERSION
DESCRIPTION
RELATED DOCUMENTS
No.
DOCUMENT
VERSION
DATE
USER MANUAL
SoftVerx
Version 1.0
TERMS, ACRONYMS AND ABBREVIATIONS
TERM/ABB.
DESCRIPTION
Page 3 of 131
USER MANUAL
SoftVerx
Version 1.0
Page 4 of 131
TABLE OF CONTENTS
1.
THE FUNDAMENTALS ....................................................................................................................8
1.1
1.2
1.3
1.4
1.5
1.6
1.7
1.8
1.9
1.10
1.11
1.12
2.
CUSTOMER UPDATES...................................................................................................................17
2.1
2.2
2.3
2.4
2.5
2.6
2.7
2.8
2.9
2.10
2.11
2.12
2.13
2.14
2.15
2.16
3.
STARTING CIBS ............................................................................................................................8
LOGGING IN ..................................................................................................................................8
USING MENUS .............................................................................................................................10
USING TRANSACTION PANELS.....................................................................................................11
UNDERSTANDING ENTRY SCREENS .............................................................................................12
ENTERING DATA .........................................................................................................................13
FIELD NAVIGATION .....................................................................................................................14
ERROR HANDLING.......................................................................................................................15
WORKING WITH QUEUES ............................................................................................................16
TAKING A SCREEN SHOT .............................................................................................................16
CLOSING A FORM ........................................................................................................................16
CLOSING CIBS............................................................................................................................16
UNDERSTANDING CUSTOMER UPDATES ......................................................................................17
SUBMITTING NEW CONNECTION APPLICATION ...........................................................................18
SUBMITTING NEW CONNECTION ACTIVATION ............................................................................19
SUBMITTING CORRECTION OF NAME/CONTACTS ........................................................................22
SUBMITTING CHANGE OF REFERENCE NUMBER ..........................................................................23
SUBMITTING CHANGE OF NAME (OWNERSHIP) ...........................................................................24
SUBMITTING CHANGE OF TARIFF/LOAD ......................................................................................25
SUBMITTING MISCELLANEOUS UPDATES ....................................................................................28
SUBMITTING CHANGE OF MULTIPLYING FACTOR .......................................................................29
VIEWING UNDER PROCESS CUSTOMER UPDATES ........................................................................30
MARKING CUSTOMER UPDATES FOR EDITING ............................................................................31
EDITING CUSTOMER UPDATES ....................................................................................................32
APPROVING CUSTOMER UPDATES ...............................................................................................33
REJECTING CUSTOMER UPDATES ................................................................................................34
VIEWING APPROVED/REJECTED CUSTOMER UPDATES ................................................................35
REOPENING REJECTED CONNECTION APPLICATION ....................................................................36
METER UPDATES ...........................................................................................................................37
3.1
3.2
3.3
3.4
3.5
3.6
3.7
3.8
3.9
3.10
3.11
3.12
3.13
3.14
UNDERSTANDING METER UPDATES ............................................................................................37
SUBMITTING PREPARE DISCONNECTION .....................................................................................38
SUBMITTING RECONNECTION ......................................................................................................40
SUBMITTING METER CHANGE .....................................................................................................42
GENERATING MCO LIST .............................................................................................................45
UPDATING MCO .........................................................................................................................46
GENERATING ERO LIST ..............................................................................................................49
SUBMITTING UPDATE ERO .........................................................................................................50
VIEWING UNDER PROCESS METER UPDATES ..............................................................................53
MARKING METER UPDATES FOR EDITING ...................................................................................53
EDITING METER UPDATES ..........................................................................................................54
APPROVING METER UPDATES .....................................................................................................54
REJECTING METER UPDATES ......................................................................................................55
VIEWING APPROVED/REJECTED METER UPDATES ......................................................................56
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UNDERSTANDING CUSTOMER SERVICES .....................................................................................57
SUBMITTING DUE DATE EXTENSION ...........................................................................................58
SUBMITTING PAID BILL CORRECTION .........................................................................................59
SUBMITTING WRONG READING CORRECTION .............................................................................60
SUBMITTING SEGREGATION ........................................................................................................61
SUBMITTING BILL INSTALLMENTS ..............................................................................................62
SUBMITTING WITHDRAWAL OF INSTALLMENTS ..........................................................................63
SUBMITTING ADJUST PTV FEE ...................................................................................................64
SUBMITTING WAPDA EMPLOYEE FREE SUPPLY ........................................................................65
SUBMITTING WITHDRAWAL OF LPS ...........................................................................................67
SUBMITTING CP-52.....................................................................................................................68
VIEWING UNDER PROCESS CUSTOMER SERVICES TRANSACTIONS ..............................................70
MARKING CUSTOMER SERVICES TRANSACTION FOR EDITING ....................................................71
EDITING CUSTOMER SERVICES TRANSACTION ............................................................................72
APPROVING CUSTOMER SERVICES TRANSACTION.......................................................................73
REJECTING CUSTOMER SERVICES TRANSACTION ........................................................................74
VIEWING APPROVED/REJECTED CUSTOMER SERVICES TRANSACTION .......................................75
CUSTOMER METERING ...............................................................................................................76
5.1
5.2
5.3
5.4
5.5
5.6
5.7
6.
Version 1.0
CUSTOMER SERVICES..................................................................................................................57
4.1
4.2
4.3
4.4
4.5
4.6
4.7
4.8
4.9
4.10
4.11
4.12
4.13
4.14
4.15
4.16
4.17
5.
UNDERSTANDING CUSTOMER METERING....................................................................................76
GENERATING PRE-ENTER ............................................................................................................77
KEYPUNCHING MR .....................................................................................................................78
IMPORTING PRE-ENTER ...............................................................................................................80
VIEWING CUSTOMER METERING DOCUMENT .............................................................................81
MARKING CUSTOMER METERING RECORD FOR EDITING ............................................................82
FINALIZING CUSTOMER METERING RECORDS .............................................................................83
CASH ADJUSTMENTS....................................................................................................................84
6.1
6.2
6.3
6.4
6.5
6.6
6.7
6.8
6.9
6.10
6.11
6.12
6.13
6.14
6.15
6.16
6.17
6.18
UNDERSTANDING CASH ADJUSTMENTS ......................................................................................84
SUBMITTING UN-IDENTIFIED CASH POSTING ..............................................................................85
SUBMITTING UN-IDENTIFIED CASH DELETION ............................................................................86
SUBMITTING JOURNAL ADJUSTMENT ..........................................................................................87
SUBMITTING SECURITY ADJUSTMENT .........................................................................................88
SUBMITTING SECURITY REPAYMENT ..........................................................................................89
LISTING CUSTOMERS HAVING CREDIT BALANCES WITH INSTALLMENTS ....................................90
SUBMITTING WITHDRAWAL INSTALLMENTS FROM CREDIT BALANCES WITH INSTALLMENTS ....91
SUBMITTING IOT POSTING ..........................................................................................................92
SUBMITTING REVERSAL OF IOT..................................................................................................93
SUBMITTING ADVICE OF DEPARTMENT/COURT ORDER ..............................................................94
SUBMITTING WITHDRAWAL OF DEPARTMENT/COURT ORDER ....................................................96
VIEWING UNDER PROCESS CASH ADJUSTMENTS ........................................................................98
MARKING CASH ADJUSTMENTS FOR EDITING .............................................................................99
EDITING CASH ADJUSTMENTS ...................................................................................................100
APPROVING CASH ADJUSTMENTS .............................................................................................101
REJECTING CASH ADJUSTMENTS...............................................................................................102
VIEWING APPROVED/REJECTED CASH ADJUSTMENTS ..............................................................103
USER MANUAL
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7.
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UNDERSTANDING COLLECTION AND REMITTANCE ...................................................................104
INITIALIZING A SCROLL .............................................................................................................105
ENTERING STUBS ......................................................................................................................106
RECONCILING SCROLL ..............................................................................................................108
DOWNLOAD ONLINE COLLECTION ............................................................................................110
SUBMITTING REMITTANCE AND ADJUSTMENTS ........................................................................111
GENERATING OUTSTANDING REMITTANCE ...............................................................................112
VIEWING UNDER PROCESS SCROLLS AND REMITTANCES..........................................................113
MARKING SCROLLS AND REMITTANCES FOR EDITING ..............................................................114
EDITING COLLECTION AND REMITTANCES ................................................................................115
APPROVING SCROLLS AND REMITTANCES .................................................................................116
BILL PROCESSING .......................................................................................................................117
8.1
8.2
8.3
8.4
9.
Version 1.0
COLLECTION AND REMITTANCE...........................................................................................104
7.1
7.2
7.3
7.4
7.5
7.6
7.7
7.8
7.9
7.10
7.11
8.
UNDERSTANDING BILL PROCESSING .........................................................................................117
PROCESS BILLING DATA ...........................................................................................................118
BILL POSTING............................................................................................................................119
PRINTING CUSTOMER BILLS ......................................................................................................120
LINE LOSSES AND TRIPPING....................................................................................................121
9.1
9.2
9.3
9.4
9.5
9.6
9.7
9.8
9.9
9.10
UNDERSTANDING LINE LOSSES AND TRIPPING..........................................................................121
SUBMITTING NEW GRID MR .....................................................................................................122
SUBMITTING NEW GRID MC .....................................................................................................124
SUBMITTING NEW FEEDER SHARING.........................................................................................125
SUBMITTING NEW TRIPPING (GRID)..........................................................................................126
SUBMITTING NEW TRIPPING (SUB-DIVISION)............................................................................127
VIEWING UNDER PROCESS GRID MR AND TRIPPING TRANSACTIONS .......................................128
MARKING GRID MR AND TRIPPING TRANSACTIONS .................................................................129
EDITING GRID MR AND TRIPPING TRANSACTIONS ....................................................................130
APPROVING GRID MR AND TRIPPING TRANSACTIONS ..............................................................131
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THE FUNDAMENTALS
1.1 Starting CIBS
CIBS can be started by clicking the CIBS Icon on the desktop.
1.2 Logging In
When CIBS is started user will be required to enter its login parameters on two different
screens.
Connection and Login Parameters
The first screen is the connection and login parameters screen. Provide the information as
follows.
Server : Leave as it is. Do not make any changes.
Login Name : Provide user login name.
Password : Provide user password.
Language : Select English
Click the 9 button to proceed and 8 button to cancel.
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Defaults
The second screen is the default parameters screen. Provide the information as follows.
Role : Leave as it is. Do not make any changes.
Office : Leave as it is. Do not make any changes.
Date : Change date if required.
Printer : Change default printer if required.
Click the 9 button to proceed and 8 button to login.
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1.3 Using Menus
Once logged in, the user will be taken to the menu screen.
Menu
Function
Shortcuts

Double click the menu text to expand/contract the list of functions under a menu.
Single click a function to open the function in a new window.
Click a shortcut to open the shortcut window.
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1.4 Using Transaction Panels
The transaction panel lets the user select a customer and perform a transaction.
Transaction
buttons

Open transaction panel from the menu.
Provide Customer ID or Reference # and click Details button to show customer
details or click the Reset button clear the fields.
Click one of the transaction buttons to open the transaction data entry window.
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1.5 Understanding Entry Screens
Various types of input fields are shown.
Selection List
Date picker
Text box
Table
Check
box
Button
Color Coding of Fields

Disabled or read only fields are shown in grey. Enterable input fields are white in
general.
Mandatory fields are represented by pink when data is yet to be provided and turn
blue when data has been provided.
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1.6 Entering Data
For entering data in various fields do the actions as listed below while the field has focus.
Text Box
Type with keyboard.
Selection List

Press down arrow key to expand list.
Press up/down arrow to move up/down
Press space key to select highlighted value.
OR

Type from keyboard to select a value.
OR

Click mouse on the downward arrow to expand selection.
Click mouse to make the selection.
Button
Use the mouse to click the button.
Date Picker

Click the icon to open the calendar.
Using mouse select appropriate month and year.
Double click the required date to select the date.
Table Entries
Table fields are one of check box, text box or selection list. The same actions are valid for
such fields in tables as outside tables.
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1.7 Field Navigation
For Non-Tabular Data

Use the Tab Key is to go to next editable field. If the next editable field is
Selection list press tab key twice.
Click with mouse on any field to jump to that field.
For Tabular Data

Use the Enter key to go to next editable field (i.e table cell). If the current field is
the last one in a certain row, pressing Enter will move cursor to the first editable
field in the next row. Focus will move to the first row if Enter key is pressed in the
last field of the last row.
Click with mouse on any field (i.e table cell) to jump to that field.
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1.8 Error Handling
When CIBS encounters errors, it displays them as a pop-up message. User can note down
these errors or take a screen shot.
The error messages are self explanatory. User should provide valid data to correct these
errors and repeat the process.
Error Popup
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1.9 Working With Queues
CIBS has a number of queues to manage under process transactions. Queues can be
opened from the menu window.
Filter Parameters
Transaction
Records
Process Buttons

Provide filter parameters and click the Filter button to show a list of transactions
matching the filter criteria. User may provide one or all filter parameters.
Alternatively, click the Show All button to show all transactions in queue.
Select one or more transactions from the list by clicking the check box.
Click a Process Button to execute the process.
1.10 Taking a Screen Shot
Press the Print Screen button on the keyboard to copy the screen contents to the Windows
clipboard. User may then copy the image to any imaging software or Word etc.
1.11 Closing a Form
Click the Close button or Exit Window button.
1.12 Closing CIBS
Close the CIBS Menu window to close the application.
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CUSTOMER UPDATES
2.1 Understanding Customer Updates
Overview
This Module is used to perform the following activities:
• New Connection Application: To add a New Connection Application for
Connection Activation.
• Connection Activation: To activate the connection of a submitted Application.
• Correction of Name/Contacts: To correct the Name and address etc. of a customer.
• Change of Reference #: To change the Reference # of a customer.
• Change of Name (Ownership): To change the ownership of a connection.
• Change of Tariff/Load: To change the Tariff or Load of a connection.
• Miscellaneous Updates: To update various connection parameters e.g. NTN, GST,
ED etc.
• Change of Multiplying Factor: To change the Multiplying Factor of an installed
meter.
All above updates/activities except New Connection Application are prepared through
Customer Updates Panel.
Prepared transactions are available in Customer Updates Queue for further actions i.e.
Approve, Allow Edit, Reject etc.
Finalized transactions i.e. Approved or Rejected can be viewed from the Finalized
Customer Updates Queue.
How to Reach
Main Menu > Customer Updates Menu
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2.2 Submitting New Connection Application
Overview
The purpose of this function is to add a New Connection Application for Connection
Activation. It allows user to input application data for new applications.
How to Reach
Main Menu > Customer Updates Menu > New Connection Application
Instructions
i. Open the New Application form.
ii. Enter application data by providing all mandatory information.
iii. Click the Submit Application or Connection Activation button to submit Application
to the Queue or to go to Connection Activation form.
iv. Handle errors if any and click the Submit Application/Connection Activation button
again.
v. If data is error free the Connection Application will be submitted and reflected in
Customers Update Queue if Submit Application Button is pressed or New Connection
Activation Form will be opened if Connection Activation button is pressed.
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2.3 Submitting New Connection Activation
Overview
The purpose of this function is to activate new connection for a customer whose New
Connection Application is filled or submitted for Connection Activation. It displays the
Customer Application Details and enables user to input the Connection and Meter data. It
also generates and assigns a unique Customer ID.
How to Reach
Main Menu > Customer Updates Menu > New Connection Application > Connection
Activation
Alternate:
Main Menu > Customer Updates Menu > Customer Updates Queue > Connection
Activation
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Instructions
i. Click Connection Activation button from New Application form or select a record of
type New Connection Application with status submitted from Customer Updates
Queue and click Connection Activation button.
ii. Enter connection activation data by providing all mandatory information.
iii. Click the Submit button to Submit New Connection Activation record.
iv. Handle errors if any and click the Submit New Connection Activation button again.
v. If data is error free, New Connection Activation record will be submitted and reflected
in Customers Updates Queue with status submitted.
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2.4 Submitting Correction of Name/Contacts
Overview
The purpose of this function is to correct the name/contacts of a customer. It enables user
to input the Corrected Name/Contacts data.
How to Reach
Main Menu > Customer Updates Menu > Customer Updates Panel > Select Customer >
Connection of Name/Contacts
Instructions
i.
ii.
iii.
iv.
v.
Click Connection of Name/Contacts button form Customer Updates Panel.
Enter Connection of Name/Contacts data by providing all mandatory information.
Click the Submit button to Submit Connection of Name/Contacts record.
Handle errors if any and click the Submit button again.
If data is error free, Connection of Name/Contacts record will be submitted and
reflected in Customers Updates Queue with status submitted.
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2.5 Submitting Change of Reference Number
Overview
The purpose of this function is to change the customer’s reference number. It enables user
to input the new Reference Number.
How to Reach
Change of Reference No
Instructions
i.
ii.
iii.
iv.
v.
Click Change of Reference # button form Customer Updates Panel.
Enter Change of Reference # data by providing all mandatory information.
Click the Submit button to Submit Change of Reference # record.
If data is error free, Change of Reference # record will be submitted and reflected in
Customers Updates Queue with status submitted.
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2.6 Submitting Change of Name (Ownership)
Overview
The purpose of this function is to transfer the ownership title of a connection from one
person to another. It enables user to input the Changed Name (Ownership) data.
How to Reach
Change of Name (Ownership)
Instructions
i.
ii.
iii.
iv.
v.
Click Change of Name (Ownership) button form Customer Updates Panel.
Enter Change of Name (Ownership) data by providing all mandatory information.
Click the Submit button to Submit Change of Name (Ownership) record.
If data is error free, Change of Name (Ownership) record will be submitted and
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2.7 Submitting Change of Tariff/Load
Overview
The purpose of this function is to change the tariff/load. It enables user to input the
Change of Tariff/Load data and other associated data.
How to Reach
Change of Tariff/Load
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Instructions
i.
ii.
iii.
iv.
v.
Click Change of Tariff/Load button form Customer Updates Panel.
Enter Change of Tariff/Load data by providing all mandatory information.
Click the Submit button to Submit Change of Tariff/Load record.
If data is error free, Change of Tariff/Load record will be submitted and reflected in
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2.8 Submitting Miscellaneous Updates
Overview
The purpose of this function is to prepare a Miscellaneous Customer Update. It enables
user to input the Miscellaneous Customer Update data.
How to Reach
Miscellaneous Updates
Instructions
i.
ii.
iii.
iv.
v.
Click Miscellaneous Updates button form Customer Updates Panel.
Enter Miscellaneous Updates data by providing all mandatory information.
Click the Submit button to Submit Miscellaneous Updates record.
If data is error free, Miscellaneous Updates record will be submitted and reflected in
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2.9 Submitting Change of Multiplying Factor
Overview
The purpose of this function is to change Multiplying Factor. It enables user to change the
Multiplying Factor.
How to Reach
Change of Multiplying Factor
Instructions
i.
ii.
iii.
iv.
v.
Click Change of Multiplying Factor button form Customer Updates Panel.
Enter Change the Multiplying Factor data by providing all mandatory information.
Click the Submit button to Submit Change of Multiplying Factor record.
If data is error free, Change of Multiplying Factor record will be submitted and
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2.10 Viewing Under Process Customer Updates
Overview
The purpose of this function is to View Details of a selected customer update and
performs certain operations like allow edit, approve and reject according to the user
rights.
How to Reach
Main Menu > Customer Updates Menu > Customer Updates Queue
Instructions
i.
ii.
iii.
iv.
Click the Filter Button after providing Filter parameter or click Show All button.
Select required record from the records displayed against the filter criteria.
Click on the View Details button.
The record with all its related details will be displayed in a new form in read only
mode.
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2.11 Marking Customer Updates for Editing
Overview
The purpose of this function is to allow Customer Update editing. It enables the user to
allow editing of a submitted Customer Update, if required, before approving. It makes the
Customer Update marked for editing available in the Customer Updates Queue for
editing.
How to Reach
Alternate:
Main Menu > Customer Updates Menu > Customer Updates Queue > View Details
Instructions
i. Click the Filter Button after providing Filter parameters or click Show All button.
ii. Select required record with status submitted from the records displayed against the
filter criteria.
iii. Click on the Allow Edit button.
iv. The record’s status will be changed to Editing Allowed.
Alternates
i. User may also click the Allow Edit button on the View Details from.
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2.12 Editing Customer Updates
Overview
The purpose of this function is to edit Customer Update marked for editing.
How to Reach
Instructions
i. Click the Filter Button after providing Filter or click Show All button.
ii. Select required record with status Editing Allowed from the records displayed against
the filter criteria.
iii. Click on the Edit button.
iv. The record with all its related details will be displayed in a new form in editing mode.
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2.13 Approving Customer Updates
Overview
The purpose of this function is to approve Customer Update for updating of customer
records. Competent Authority will approve the Customer Update and it will be posted to
the main database (COR will be queued for posting at month end) to update the customer
records.
How to Reach
Alternate:
Instructions
filter criteria.
iii. Click on the Approve button.
iv. The record will be approved and relevant updates will be implemented in master
database.
v. This record will be removed from the Customer Updates Queue and will be available
in Finalized Customer Updates Queue.
Alternates
i. User may also click the Approve button on the View Details from.
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2.14 Rejecting Customer Updates
Overview
The purpose of this function is to reject Customer Update. Competent Authority will
reject the Customer Update if it is not admissible.
How to Reach
Alternate:
Instructions
filter criteria.
iii. Click on the Reject button.
iv. The record will be rejected.
v. This record will be removed from the Customer Updates Queue and will be available
in Finalized Customer Updates Queue.
Alternates
i. User may also click the Reject button on the View Details from.
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2.15 Viewing Approved/Rejected Customer Updates
Overview
The purpose of this function is to search and view Finalized Customer Updates. It allows
user to search Finalized Customer Updates (approved/rejected) by providing a search
criteria. A list of Customer Updates meeting the search criteria is displayed to the user.
The user is allowed to select Customer Update from the finalized list and view its details.
How to Reach
Main Menu > Customer Updates Menu > Finalized Customer Updates Queue
Instructions
i.
ii.
iii.
iv.
Click the Search Button after providing one or more Filter parameters.
mode.
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2.16 Reopening Rejected Connection Application
Overview
The purpose of this function is to re-open a rejected Connection Application. It re-opens
the rejected Connection Application for re-working and makes it available in Customer
Updates Queue with ‘Re-opened’ status.
How to Reach
Main Menu > Customer Updates Menu > Finalized Customer Updates Queue
Instructions
i.
ii.
iii.
iv.
Click on the Re-Open button.
The Connection Application form will be re-opened for working and will be available
in Customer Updates Queue.
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METER UPDATES
3.1 Understanding Meter Updates
Overview
• Prepare Disconnection: To disconnect the Connection of a customer.
• Prepare Reconnection: To reconnect the Connection of a customer that is already
disconnected.
• Prepare Meter Change: To replace the meter of a customer with an existing meter.
• Generate MCO List: To Generate the List of MCOs.
• Generate ERO List: To Generate the list of EROs.
• Update ERO : To update and ERO i.e disconnected or payment received.
All above updates/activities are prepared through Meter Updates Panel except Update
ERO which is carried out from the ERO List from.
Prepared transactions are available in Meter Updates Queue for further actions i.e.
Finalized transactions i.e. Approved or Rejected can be viewed from the Finalized Meter
Updates Queue.
How to Reach
Main Menu > Meter Updates Menu
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3.2 Submitting Prepare Disconnection
Overview
The purpose of this function is to disconnect a customer’s connection. It allows the user
to select removed meters and input disconnection data.
How to Reach
Main Menu > Meter Updates Menu > Meter Updates Panel > Select Customer > Prepare
Disconnection
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Instructions
i.
ii.
iii.
iv.
v.
Click Prepare Disconnection button form Meter Updates Panel.
Enter disconnection data by providing all mandatory information.
Click the Submit button to Submit disconnection record.
If data is error free, disconnection record will be submitted and reflected in Meter
Updates Queue with status submitted.
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3.3 Submitting Reconnection
Overview
The purpose of this function is to reconnect a customer’s connection. It allows the user to
input the installed meters data along with other reconnection data.
How to Reach
Reconnection
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Instructions
i.
ii.
iii.
iv.
v.
Click Prepare Reconnection button form Meter Updates Panel.
Enter Reconnection data by providing all mandatory information.
Click the Submit button to Submit reconnection record.
If data is error free, reconnection record will be submitted and reflected in Meter
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3.4 Submitting Meter Change
Overview
The purpose of this function is to replace a customer’s meter. It allows the user to select
removed meter, enter installed meter and input other Meter Change data.
How to Reach
Meter Change
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Instructions
i.
ii.
iii.
iv.
v.
Click Prepare Meter Change button form Meter Updates Panel.
Enter Meter Change data by providing all mandatory information.
Click the Submit button to Submit Meter change record.
If data is error free, meter change record will be submitted and reflected in Meter
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3.5 Generating MCO List
Overview
The purpose of this function is to generate MCO List. It allows user to select an MCO and
print or update it. Also allows the user to print the MCO list. It also enables the user to
filter the list according to given parameters.
How to Reach
Main Menu > Meter Updates > Generate MCO List
Instructions
i. Click Generate MCO List from Meter Updates Menu.
ii. Click the Filter Button after providing Filter parameters or click Show All button.
iii. All records according to given filter criteria will be displayed for further necessary
actions i.e. to update MCO, Print MCO.
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3.6 Updating MCO
Overview
The purpose of this function is to update meter change records of a customer’s meter. It
allows the user to select removed meter, enter installed meter and input other Meter
Change data.
How to Reach
Main Menu > Meter Updates Menu > Generate MCO List > Select Customer > Update
MCO
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Instructions
vi. Click Generate MCO List from Meter Updates Manu.
vii. Click Filter button after providing filter parameters or Show All button to view MCO
records.
viii. Select a record and click Update MCO button; Prepare Meter Change form will be
opened.
ix. Enter Meter Change data by providing all mandatory information.
x. Click the Submit button to Submit Meter change record.
xi. Handle errors if any and click the Submit button again.
xii. If data is error free, meter change record will be submitted and reflected in Meter
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3.7 Generating ERO List
Overview
The purpose of this function is to generate ERO List. It allows user to select an ERO and
print or update it. Also allows the user to print the ERO list. It also enables the user to
filter the list according to the given parameters.
How to Reach
Main Menu > Meter Updates > Generate ERO List
Instructions
i. Click Generate ERO List from Meter Updates Menu
ii. Click the Filter Button after providing Filter or click Show All button.
iii. All records according to given filter criteria will be displayed for further necessary
actions i.e. to update ERO, Print ERO.
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3.8 Submitting Update ERO
Overview
The purpose of this function is to update an ERO. It displays Customer Details with
Meter information and allows user to select removed meters and input disconnection data
if the ERO has been executed or input payment information if verification of payment has
been made.
How to Reach
Main Menu > Meter Updates Menu > Generate ERO List > Select Customer > Update
ERO
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Instructions
i. Click Generate ERO List from Meter Updates Manu.
ii. Click Filter button after providing filter parameters or Show All button to view ERO
records.
iii. Select a record and click Update ERO button; Update ERO form will be opened.
iv. Enter update data by providing all mandatory information.
v. Click the Submit button to Submit update ERO record.
vi. Handle errors if any and click the Submit button again.
vii. If data is error free, update ERO record will be submitted and reflected in Meter
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3.9 Viewing Under Process Meter Updates
Overview
The purpose of this function is to View Details of a selected meter updates and perform
certain operations like approve, reject, allow edit according to the user rights.
How to Reach
Main Menu > Meter Updates Menu > Meter Updates Queue
Instructions
i.
ii.
iii.
iv.
Click the Filter Button after providing Filter or click Show All button.
mode.
3.10 Marking Meter Updates for Editing
Overview
The purpose of this function is to allow Meter Updates editing. It enables the user to
allow editing of a meter update if so required before approving it. It makes the Meter
Update marked for editing available in the Meter Updates Queue for editing.
How to Reach
Alternate:
Main Menu > Meter Updates Menu > Meter Updates Queue > View Details
Instructions
filter criteria.
Alternates
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3.11 Editing Meter Updates
Overview
The purpose of this function is to edit Meter Update marked for editing.
How to Reach
Instructions
3.12 Approving Meter Updates
Overview
The purpose of this function is to approve Meter Updates for updating of customer
records. Competent Authority will approve the meter update and it will be posted to the
main database to update the customer records.
How to Reach
Alternate:
Instructions
filter criteria.
database.
v. This record will be removed from the Meter Updates Queue and will be available in
Finalized Meter Updates Queue.
Alternates
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3.13 Rejecting Meter Updates
Overview
The purpose of this function is to reject Meter Update. Competent Authority will reject
the meter update if it is not admissible.
How to Reach
Alternate:
Instructions
filter criteria.
v. This record will be removed from the Meter Updates Queue and will be available in
Finalized Meter Updates Queue.
Alternates
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3.14 Viewing Approved/Rejected Meter Updates
Overview
The purpose of this function is to search and view Finalized Meter Updates. It allows user
to search Finalized Meter Updates (approved/rejected) by providing a search criteria. A
list of Meter Updates meeting the search criteria is displayed to the user. The user is
allowed to select Meter Update from the finalized list and view its details.
How to Reach
Main Menu > Meter Updates Menu > Finalized Meter Updates Queue
Instructions
i.
ii.
iii.
iv.
mode.
USER MANUAL
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4.
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CUSTOMER SERVICES
4.1 Understanding Customer Services
Overview
• Due date Extension: To extend the Due Date of a customer.
• Paid Bill Correction: To correct the paid bill of a customer.
• Wrong Reading Correction: To correct the wrong reading of a customer.
• Segregation: To segregate the bill of a customer over a number of months.
• Bill Installments: To make the installments of a customer’s bill.
• Withdraw Installments: To withdraw the installments of a customer’s bill.
• Adjust PTV Fee: To Adjust the PTV fee of a customer.
• WAPDA Employee Free Supply: To handle the free supply units given to a
WAPDA Employee and make adjustments to the customer account.
• Withdraw LPS: To withdraw the LPS of a customer.
• CP-52: To make billing adjustments to the customer account.
All above services/activities are prepared through Customer Services Panel.
Prepared transactions are available in Customer Services Queue for further actions i.e.
Finalized transactions i.e. Approved or Rejected can be viewed from the Finalized
Customer Services Queue.
How to Reach
Main Menu > Customer Services Menu
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4.2 Submitting Due Date Extension
Overview
The purpose of this function is to extend the Due Date of a customer. It enables user to
input the extended due date.
How to Reach
Main Menu > Customer Services Menu > Customer Services Panel > Select Customer >
Due Date Extension
Instructions
i.
ii.
iii.
iv.
v.
Click Due Date Extension button form Customer Services Panel.
Enter Due Date Extension data by providing all mandatory information.
Click the Submit button to Submit Due Date Extension record.
If data is error free, Due Date Extension record will be submitted and reflected in
Customer Services Queue with status submitted.
USER MANUAL
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4.3
Version 1.0
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Submitting Paid Bill Correction
Overview
The purpose of this function is to correct paid bill of a customer. It enables the user to
input the paid bill data. CIBS traces and displays the collection records matching the paid
bill data provided. User selects one of the payments to transfer to the selected customer
account.
How to Reach
Paid Bill Correction
Instructions
i.
ii.
iii.
iv.
v.
vi.
vii.
Click Paid Bill Correction button form Customer Services Panel.
Enter Paid Bill data by providing all mandatory information and click the Trace button.
All records matching the provided data will be displayed.
Select one record to be posted to the customer account.
Click the Submit button to Submit Paid Bill Correction record.
If data is error free, Paid Bill Correction record will be submitted and reflected in
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4.4 Submitting Wrong Reading Correction
Overview
The purpose of this function is the correction of wrong reading of a customer’s meter. It
enables user to input the actual reading. CIBS calculates and displays the adjustment.
How to Reach
Wrong Reading Correction
Instructions
i.
ii.
iii.
iv.
v.
vi.
Click Wrong Reading Correction button form Customer Services Panel.
Enter Wrong Reading Correction data by providing all mandatory information.
Click the Calculate Adjustment button to display the adjustment values.
Click the Submit button to Submit Wrong Reading Correction record.
If data is error free, Wrong Reading Correction record will be submitted and reflected in
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4.5 Submitting Segregation
Overview
The purpose of this function is to segregate the bill over a number of months. It enables
user to input the months over which the bill is to be segregated. CIBS calculates and
displays the adjustment.
How to Reach
Segregation
Instructions
i.
ii.
iii.
iv.
v.
vi.
Click Segregation button form Customer Services Panel.
Enter Segregation data by providing all mandatory information.
Click the Submit button to Submit Segregation record.
If data is error free, Segregation record will be submitted and reflected in Customer
Services Queue with status submitted.
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4.6 Submitting Bill Installments
Overview
The purpose of this function is to make installments of the bill. It enables user to input the
installment data.
How to Reach
Bill Installments
Instructions
i.
ii.
iii.
iv.
v.
Click Bill Installments button form Customer Services Panel.
Enter Bill Installments data by providing all mandatory information.
Click the Submit button to Submit Bill Installments record.
If data is error free, Bill Installments record will be submitted and reflected in Customer
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4.7 Submitting Withdrawal of Installments
Overview
The purpose of this function is to withdraw installments from selected customer’s
account. It enables user to input the number of installments to withdraw.
How to Reach
Withdraw Installments
Instructions
i.
ii.
iii.
iv.
v.
Click Withdrawal of Installments button form Customer Services Panel.
Enter Withdrawal of Installments data by providing all mandatory information.
Click the Submit button to Submit Withdrawal of Installments record.
If data is error free, Withdrawal of Installments record will be submitted and reflected in
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4.8 Submitting Adjust PTV Fee
Overview
The purpose of this function is to carry out Adjustment of PTV Fee. It enables user to
input the PTV fee adjustment data. This also allows user to mark the selected customer
exempted from PTV Fee.
How to Reach
Adjust PTV Fee
Instructions
i.
ii.
iii.
iv.
v.
Click Adjust PTV Fee button form Customer Services Panel.
Enter Adjust PTV Fee data by providing all mandatory information.
Click the Submit button to Submit Adjust PTV Fee record.
If data is error free, Adjust PTV Fee record will be submitted and reflected in Customer
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4.9 Submitting WAPDA Employee Free Supply
Overview
The purpose of this function is to activate, deactivate or change free supply and carry out
unit adjustments for WAPDA employees. It enables user to input the free supply and unit
adjustment data. CIBS calculates and displays the adjustment.
How to Reach
WE Free Supply
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Instructions
i.
ii.
iii.
iv.
v.
vi.
Click WE Free Supply button form Customer Services Panel.
Enter WE Free Supply data by providing all mandatory information.
Click the Submit button to Submit WE Free Supply record.
If data is error free, WE Free Supply record will be submitted and reflected in Customer
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4.10 Submitting Withdrawal of LPS
Overview
The purpose of this function is to withdraw LPS from selected customer’s account. It
enables user to input the amount of LPS to withdraw.
How to Reach
Withdraw LPS
Instructions
i.
ii.
iii.
iv.
v.
Click Withdraw LPS button form Customer Services Panel.
Enter Withdrawal of LPS data by providing all mandatory information.
Click the Submit button to Submit Withdrawal of LPS record.
If data is error free, Withdrawal of LPS record will be submitted and reflected in
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4.11 Submitting CP-52
Overview
The purpose of this function is to make billing adjustment to the customer account. It
displays the Customer Details with its components to be adjusted and meter details for
unit adjustment according to the adjustment category.
How to Reach
CP-52
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Instructions
i.
ii.
iii.
iv.
v.
Click CP-52 button form Customer Services Panel.
Enter CP-52 data by providing all mandatory information.
Click the Submit button to Submit CP-52 record.
If data is error free, CP-52 record will be submitted and reflected in Customer Services
Queue with status submitted.
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4.12 Viewing Under Process Customer Services Transactions
Overview
The purpose of this function is to View Details of a selected customer services transaction
and perform certain operations like allow edit, approve and reject according to the user
rights.
How to Reach
Main Menu > Customer Services Menu > Customer Services Queue
Instructions
i.
ii.
iii.
iv.
Click the Filter Button after providing Filter or click Show All button.
mode.
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4.13 Marking Customer Services Transaction for Editing
Overview
The purpose of this function is to allow Customer Services Transaction editing. It enables
the user to allow editing of a submitted Customer Services transaction, if required, before
approving. It makes the Customer Services transaction marked for editing available in the
Customer Services Queue for editing.
How to Reach
Alternate:
Main Menu > Customer Services Menu > Customer Services Queue > View Details
Instructions
filter criteria.
Alternates
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4.14 Editing Customer Services Transaction
Overview
The purpose of this function is to edit Customer Services Transaction. User will edit the
Customer Service that is not approved and marked for editing by Competent Authority.
How to Reach
Instructions
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4.15 Approving Customer Services Transaction
Overview
The purpose of this function is to approve Customer Services Transaction for updating of
customer records. Competent Authority will approve the Customer Services Transaction
and it will be posted to the main database to update the customer records.
How to Reach
Alternate:
Instructions
filter criteria.
iv. The record will be approved and relevant transaction will be updated in master
database.
v. This record will be removed from the Customer Services Queue and will be available
in Finalized Customer Services Queue.
Alternates
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4.16 Rejecting Customer Services Transaction
Overview
The purpose of this function is to reject Customer Services Transaction. Competent
Authority will reject the Customer Services Transaction if it is not admissible.
How to Reach
Alternate:
Instructions
filter criteria.
iv. The record will be rejected and will be removed from Customer Services Queue and
will be available in Finalized Customer Services Queue.
Alternates
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4.17 Viewing Approved/Rejected Customer Services Transaction
Overview
The purpose of this function is to search and view Finalized Customer Services
Transaction. It allows user to search Finalized Customer Services Transactions
(approved/rejected) by providing a search criteria. A list of Customer Services
Transactions meeting the search criteria is displayed to the user. The user is allowed to
select Customer Services Transaction from the finalized list and view its details.
How to Reach
Main Menu > Customer Services Menu > Finalized Customer Services Queue
Instructions
i.
ii.
iii.
iv.
Select required record with from the records displayed against the filter criteria.
mode.
USER MANUAL
SoftVerx
5.
Version 1.0
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CUSTOMER METERING
5.1 Understanding Customer Metering
Overview
• Generate Pre-Enter: To generate the pre-enter for MR.
• Import Soft Copy: To import soft copy of MR.
• Key Punch MR: To key punch MR entries.
All above activities are prepared through MR Control Panel. Click Filter button after
providing filter parameters or click Show All button to view all records.
How to Reach
Main Menu > Customer Metering
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5.2 Generating Pre-Enter
Overview
The purpose of this function is to Generate MR Pre-enter. User can generate the MR Preenter to Create a Soft-copy or Print a Hard-copy.
How to Reach
Main Menu > Customer Metering Panel > Select MR Document > Generate Pre-Enter
Instructions
i. Open the ‘Generate Pre-Enter’ form.
ii. The form shows all records for each meter installed for a customer in the selected MR
document.
iii. Click Proceed button after selecting one or both of ‘Print Pre-enter’ and ‘Generate
Soft Copy’ options.
iv. If only Print Pre-Enter button is selected, then pre-enter is generated.
v. If both options or only Generate soft Copy is selected, then soft copy is generated as
well.
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5.3 Keypunching MR
Overview
The purpose of this function is to enter monthly MR for a batch of customers.
How to Reach
Main Menu > Customer Metering Panel > Select MR Document > Keypunch MR
Instructions
i. Open the ‘Keypunch MR’ form.
ii. The form shows one record for each meter installed for a customer. A customer can
have more than one meters (in case of General) or sets of meters (in case of MDI).
iii. Enter Meter Status, Present MR, Units Advanced etc. as the case may be for each meter
record.
iv. Click the Reconcile button to validate the entered data.
v. Handle errors if any by entering valid data or overlooking the errors. Click the Submit
button to submit the form. Optionally, the user may reconcile the MR list once again
before submitting to verify that all errors are properly attended.
vi. If MR List still contains invalid data, error will be generated. User has to repeat step v.
vii. If data is error free the MR list will be Submitted and reflected in Customer Metering
Panel.
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Alternates
i.
ii.
User may click the Save button to save a partially filled or non error free MR list for
later working. Once saved, the MR list can be opened for keypunching from the
Customer Metering Panel.
User may also click the Print button to print the MR list being processed.
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5.4 Importing Pre-Enter
Overview
The purpose of this function is to Import Keypunched Pre-enter Soft-copy into CIBS.
How to Reach
Main Menu > Customer Metering Panel > Select MR Document > Import Soft Copy
Instructions
i. Open the ‘Import Soft Copy’ form.
ii. Select the relevant file to be imported.
iii. The file will be imported into the Keypucnh MR form if there are no errors.
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5.5 Viewing Customer Metering Document
Overview
The purpose of this function is to View MR Details for a certain batch and perform
certain operations like allow edit, finalize and print according to the user rights.
How to Reach
Main Menu > Customer Metering Menu > MR Control Panel
Instructions
i. Select a document from MR Control Panel
ii. Click on the View Details button.
iii. The record with all its related details will be displayed in a new form in read only
mode.
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5.6 Marking Customer Metering Record for Editing
Overview
The purpose of this function is to Allow MR Editing of a submitted MR batch. It makes
available MR document for Editing from MR Control Panel.
How to Reach
Alternate:
Main Menu > Customer Metering Menu > View Details
Instructions
ii. Click on the Allow Edit button.
iii. The record’s status will be changed to Editing Allowed.
Alternates
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5.7 Finalizing Customer Metering Records
Overview
The purpose of this function is to Finalize an MR batch. User can Finalize an MR batch
Submitted for Authorization from MR Control Panel or when he Views MR Details and
finds no error in it. A Finalized MR is ready for Bill Processing.
How to Reach
Alternate:
Main Menu > Customer Metering Menu > View Details
Instructions
vi. Click on the Finalize button
vii. This status of selected document will be changed to Finalized.
Alternates
i. User may also click the Finalize MR button on the View Details from.
USER MANUAL
SoftVerx
6.
Version 1.0
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CASH ADJUSTMENTS
6.1 Understanding Cash Adjustments
Overview
• Un-Identified Cash Posting: To post that cash which is un-identified to the actual
consumer’s account.
• Un-Identified Cash Deletion: To delete Unidentified cash.
• Journal Adjustments: To prepare journal adjustments.
• Security Adjustments: To adjust security of permanently disconnected customer
against their payables.
• Security Repayments: To refund balance security of disconnected customers after
security adjustment.
• Credit Balances With Installments: To generate the list of customers, which have
credit balance and outstanding installments.
• Withdraw Installments: To withdraw the installments of a customer’s bill.
• IOT Posting: To prepare an I.O.T for posting.
• Reversal of IOT: To reverse an I.O.T.
• Advice of Department/Court Order: To defer an amount as per advice of
department/court order.
• Withdrawal of Department/Court Order: To withdraw the deferred amount as per
decision of department/court order.
All above adjustments/activities are prepared through Cash Adjustments Menu.
Prepared transactions are available in Cash Adjustments Queue for further actions i.e.
Finalized transactions i.e. Approved or Rejected can be viewed from the Finalized Cash
Adjustments Queue.
How to Reach
Main Menu > Cash adjustments Menu
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6.2 Submitting Un-Identified Cash Posting
Overview
The purpose of this function is to post that cash which is un-identified to the actual
consumer’s account. It generates and displays un-identified cash list and enables user to
select records form the list and input identified customer ID or Reference Number and
submit the adjustment for authorization.
How to Reach
Main Menu > Cash Adjustments Menu > Un-Identified cash Posting
Instructions
i. Click Un-Identified Cash Posting form Cash adjustments Menu.
ii. Click Show All button to view all un-identified records or click Filter button after
providing the required filter parameters for specific records.
iii. Select the required un-identified cash record and enter the identified customer’s ID or
Reference #.
iv. Click Submit button.
v. If customer is not identified and error is generated then provide the correct data and
click on the Submit button again.
vi. If data is error free, un-identified cash record will be submitted and reflected in cash
Adjustments Queue with status submitted.
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6.3 Submitting Un-Identified Cash Deletion
Overview
The purpose of this function is to ‘delete’ Unidentified cash. It generates and displays unidentified cash list and enables user to select records form the list and submit the
adjustment for authorization.
How to Reach
Main Menu > Cash Adjustments Menu > Un-Identified cash Deletion
Instructions
i. Click Un-Identified cash Deletion form Cash adjustments Menu.
ii. Click Show All button to view all un-identified records or click Filter button after
providing the required filter parameters for specific records.
iii. Select the required un-identified cash records to be deleted.
v. Un-identified cash record will be submitted for deletion and reflected in cash
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6.4 Submitting Journal Adjustment
Overview
The purpose of this function is to prepare journal adjustments. It enables user to input
adjustment data with reason and submit the adjustment for authorization.
How to Reach
Main Menu > Cash Adjustments Menu > Journal Adjustment
Instructions
i.
ii.
iii.
iv.
v.
Click journal adjustment form Cash adjustments Menu.
Enter Journal Adjustment data by providing all mandatory information.
Click the Submit button to Submit Journal Adjustment record.
If data is error free, Journal Adjustment record will be submitted and reflected in Cash
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6.5 Submitting Security Adjustment
Overview
The purpose of this function is to adjust security of permanently disconnected customer
against their payables. It enables user to select records form the list and submit the
How to Reach
Main Menu > Cash Adjustments Menu > Security Adjustment
Instructions
i. Click Security Adjustment form Cash adjustments Menu.
ii. Click Show All button to view all customers for which security can be adjusted
according to business logic or click Filter button after providing the required filter
parameters for specific records.
iii. Select the required record.
v. Handle errors if any and click the Submit button again.
i. Security Adjustment cash record will be submitted and reflected in cash Adjustments
Queue with status submitted.
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6.6 Submitting Security Repayment
Overview
The purpose of this function is to refund balance security of disconnected customers after
security adjustment. It enables the users to select records form the list and submit the
How to Reach
Main Menu > Cash Adjustments Menu > Security Repayment
Instructions
i. Click Security Repayment form Cash adjustments Menu.
ii. Click Show All button to view all Security Repayment records or click Filter button
after providing the required filter parameters for specific records.
iii. Select the required record.
vi. Security Repayment record will be submitted and reflected in cash Adjustments Queue
with status submitted.
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6.7 Listing Customers Having Credit Balances with Installments
Overview
The purpose of this function is to generate the list of customers, which have credit
balance and outstanding installments. It enables users to select a record form the list and
proceed to prepare Withdrawal of Installments adjustment.
How to Reach
Main Menu > Cash Adjustments Menu > Credit Balances with Installments
Instructions
i. Click Credit Balances with Installments form Cash adjustments Menu.
ii. Click Show All button to view all customers who have a credit balance and also have
outstanding installments.
iii. Select the required record and click Withdraw Installments button to open the form.
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6.8 Submitting Withdrawal Installments from Credit Balances with
Installments
Overview
The purpose of this function is to withdraw installments from selected customer’s
account. It enables user to input the number of installments to withdraw and submit the
How to Reach
Main Menu > Cash Adjustments Menu > Credit Balances with Installments > Select
Record > Withdraw Installments
Instructions
i. Click Credit Balances with Installments form Cash adjustments Manu.
ii. Click Show All button to view all Credit Balances with Installments records.
iii. Select the required Credit Balances with Installments record and click on Withdraw
Installments button.
iv. Enter Withdraw Installments data by providing all mandatory information.
v. Click the Submit button to Submit Withdraw Installments record.
vi. Handle errors if any, and click the Submit button again.
vii. If data is error free, Withdraw Installments record will be submitted and reflected in
Cash Adjustments Queue with status submitted.
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6.9 Submitting IOT Posting
Overview
The purpose of this function is to prepare an I.O.T for posting. It enables user to input
I.O.T posting data and submit the adjustment for authorization.
How to Reach
Main Menu > Cash Adjustments Menu > IOT Posting
Instructions
i.
ii.
iii.
iv.
v.
Click IOT Posting form Cash adjustments Menu.
Provide all mandatory information for IOT Posting.
Click Submit button.
If data is error free, IOT Posting record will be submitted and reflected in Cash
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6.10 Submitting Reversal of IOT
Overview
The purpose of this function is to reverse an I.O.T. It enables user to select a posted IOT
to be reversed and enables user to submit the adjustment for authorization.
How to Reach
Main Menu > Cash Adjustments Menu > Reversal of IOT
Instructions
i.
ii.
iii.
iv.
v.
vi.
Click Reversal of IOT form Cash adjustments Menu.
Provide filter parameters and Click Show button to view IOT records according to filter.
Select the required Reversal of IOT record.
Click Submit button.
If data is error free, Reversal of IOT record will be submitted and reflected in Cash
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Version 1.0
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6.11 Submitting Advice of Department/Court Order
Overview
The purpose of this function is to defer an amount as per advice of department/court. It
enables user to provide the Customer ID or Reference # to select the customer. CIBS
displays the details of the selected customer. It enables the user to input the advice of
department/court order data and submit the adjustment for authorization.
How to Reach
Main Menu > Cash Adjustments Menu > Advice of Department/Court Order
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Instructions
i. Click Advice of Department/Court Order form Cash adjustments Menu.
ii. Provide the Customer ID or Reference # and click the Show Detail button. The customer
details will be shown alongwith component values.
iii. Select a component record and provide the amount to be deferred. Do this for all
components for which amounts are to be deferred.
vi. If data is error free, Advice of Department/Court Order record will be submitted and
reflected in Cash Adjustments Queue with status submitted.
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6.12 Submitting Withdrawal of Department/Court Order
Overview
The purpose of this function is to withdraw the deferred amount as per decision of
department/court order. It generates and displays the list of department/court orders,
enables user to select a record form the list, enter the data of department/court decision
and submit the adjustment for authorization.
How to Reach
Main Menu > Cash Adjustments Menu > Withdrawal of Department/Court Order
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Instructions
i. Click Withdrawal of Department/Court Order form Cash adjustments Menu.
ii. Click the Filter Button after providing Filter parameter or click Show All button.
iii. Select the required Advice Department/Court Order record and click Show History
button. This will show the advice and withdrawal history of the customer and load the
component wise deferred amount in the table.
iv. Select the components to withdraw defer and provide value for each component
selected.
v. Click Submit button.
vi. Handle errors if any and click the Submit button again.
vii. If data is error free, Withdrawal of Department/Court Order record will be submitted
and reflected in Cash Adjustments Queue with status submitted.
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6.13 Viewing Under Process Cash Adjustments
Overview
The purpose of this function is to View Details of a selected Cash Adjustment and to
perform certain operations like allow edit, approve and reject according to the user rights.
How to Reach
Main Menu > Cash Adjustments Menu > Cash Adjustment Queue
Instructions
i.
ii.
iii.
iv.
mode.
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6.14 Marking Cash Adjustments for Editing
Overview
The purpose of this function is to allow Cash Adjustment editing. It enables the user to
allow editing of a submitted Cash Adjustment, if required, before approving. It makes the
Cash Adjustment marked for editing available in the Cash Adjustment Queue for editing.
How to Reach
Alternate:
Main Menu > Cash Adjustment Menu > Cash Adjustment Queue > View Details
Instructions
filter criteria.
Alternates
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6.15 Editing Cash Adjustments
Overview
The purpose of this function is to edit Cash Adjustment marked for editing.
How to Reach
Main Menu > Cash Adjustments Menu > Cash Adjustment Queue > Select a Customer
record > Edit
Instructions
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Version 1.0
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6.16 Approving Cash Adjustments
Overview
The purpose of this function is to approve Cash Adjustment for updating of customer
records. Competent Authority will approve the Cash Adjustment and it will be posted to
the main database to update the customer records.
How to Reach
Alternate:
Main Menu > Customer Updates Menu > Cash Adjustment Queue > View Details
Instructions
filter criteria.
database.
v. This record will be removed from the Cash Adjustment Queue and will be available in
Finalized Cash Adjustment Queue.
Alternates
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6.17 Rejecting Cash Adjustments
Overview
The purpose of this function is to reject Cash Adjustment. Competent Authority will
reject the Cash Adjustment if it is not admissible.
How to Reach
Alternate:
Instructions
filter criteria.
v. This record will be removed from the Cash Adjustment Queue and will be available in
Finalized Cash Adjustment Queue.
Alternates
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6.18 Viewing Approved/Rejected Cash Adjustments
Overview
The purpose of this function is to search and view Finalized Cash Adjustment. It allows
user to search Finalized Cash Adjustment (approved/rejected) by providing a search
criteria. A list of Cash Adjustment meeting the search criteria is displayed to the user. The
user is allowed to select Cash Adjustment from the finalized list and view its details.
How to Reach
Main Menu > Cash Adjustments Menu > Finalized Cash Adjustment
Instructions
i. Click the Show all button or Filter button after providing one or more Filter
parameters.
ii. Select required record from the records displayed against the filter criteria.
iii. Click on the View Details button.
iv. The record with all its related details will be displayed in a new form in read only
mode.
USER MANUAL
SoftVerx
7.
Version 1.0
Page 104 of 131
COLLECTION AND REMITTANCE
7.1 Understanding Collection and Remittance
Overview
• Initialize Scroll: To initialize a collection scroll.
• Enter Stubs: To enter the cash collection data in the form of stubs.
• Reconcile Scroll: To reconcile scrolls to make them free from errors/exceptions.
• Down Load Online Collection: To download the online collection data.
• Enter Remittance and adjustment: To enter remittances & adjustments.
• Generate Outstanding Remittance: To generate outstanding remittances.
How to Reach
Main Menu > Collection and Remittance Menu
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7.2 Initializing a Scroll
Overview
The purpose of this function is to initialize a collection scroll so that stubs data entry can
be done. It allows user to enter scroll headers and saves the scroll to Collection Queue.
How to Reach
Main Menu > Collection and Remittance Menu > Initialize Scroll
Instructions
i. Open Initial Scroll form from Collection and Remittance Menu.
ii. Enter Scroll data by providing all mandatory information.
iii. Click the Submit button to submit Scroll to the Queue.
iv. Handle errors if any and click the Submit button again.
v. If data is error free the Scroll will be submitted and will be reflected in Collection Queue.
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7.3 Entering Stubs
Overview
The purpose of this function is to enter the cash collection data in the form of stubs. It
allows user to enter the stubs by keypunching or by scanning them if they are machine
readable. Also enables the user to edit or delete an entry. User can Save the scroll to work
on it later or start Reconciling the Scroll to clean the data.
How to Reach
Main Menu > Collection and Remittance Menu > Collection Queue > Select a Record >
Stubs
Instructions
i. Open Collection Queue from Collection and Remittance Menu.
ii. Select a record with status initialized scroll.
iii. Click the Stubs button, Stubs form will be opened.
iv. Click Start Entry button to enter stubs in barcode mode. Scan machine readable stubs to
enter stub data.
v. In order to manually enter stubs click the Key Punch check box to enable manual entry
mode.
vi. In the manual entry mode provide stub information and Click the Add Button.
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vii. To delete a stub from the list, select it and click the Delete button.
viii. To edit a stub from the list, select it and click the Edit button. The stub data will be
loaded in entry fields. Provide edited stub data and click the Add button to update the
stub record.
ix. Once all the stubs have been scanned or entered click the Finish Entry button.
x. Click Save button to save the record in the Collection Queue or Click Reconcile button
to open the Reconcile form.
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7.4 Reconciling Scroll
Overview
The purpose of this function is to reconcile scrolls to make them free from
errors/exceptions. It enables the user to reconcile each record of the scroll w.r.t. Master
Data according to a set of business rules by displaying and removing errors/exceptions
from the scroll data.
How to Reach
Reconcile Scroll
Alternate:
Stubs > Reconcile Scroll
Instructions
i. Open Collection Queue from Collection and Remittance Menu.
ii. Select a record with status Under Process scroll.
iii. Click the Reconcile Scroll button, Reconcile Scroll form will be opened.
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iv. Click Reconcile button to reconcile the scroll. This will show the error/exception
messages against each record.
v. Provide the reconciliation data or correct the scroll data for Stubs as mentioned in
Entering Stubs section. Click Reconcile button to reconcile again.
vi. Click Save button for later working.
vii. Click Submit button for submitting the scroll for posting.
viii. Handle errors if any and click the Submit button again.
ix. If data is error free the Reconcile Scroll record will be submitted and will be reflected in
Collection Queue
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7.5 Download Online Collection
Overview
The purpose of this function is to download the online collection data. It allows the user
to download the scroll-wise collection data from online servers and include the same in
the Collection Queue with status set to ‘Scroll Downloaded’ for further action.
How to Reach
Main Menu > Collection and Remittance Menu > Online Collection
Instructions
i. Open Online Collection from Collection and Remittance Menu.
ii. Click Download button, and collection will be downloaded, or click Cancel button if user
do not want to download collection.
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7.6 Submitting Remittance and Adjustments
Overview
The purpose of this function is to enter remittances & adjustments. It allows user to enter
remittance and/or adjustment data and submit the same to Remittance Queue for further
action.
How to Reach
Main Menu > Collection and Remittance Menu > Remittance and Adjustments
Instructions
i. Open Remittance and Adjustments from Collection and Remittance Menu.
ii. Provide all mandatory information for Remittance add Adjustments and Click Submit
button.
iii. Handle errors if any and click the Submit button again.
iv. If data is error free, the Remittance and Adjustments record will be submitted and will be
reflected in Remittance add Adjustments Queue.
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7.7 Generating Outstanding Remittance
Overview
The purpose of this function is to generate outstanding remittances. It generates list of
bank branches that have an outstanding amount to remit.
How to Reach
Main Menu > Collection and Remittance Menu > Outstanding Remittance
Instructions
i. Open Outstanding Remittance from Collection and Remittance Menu.
ii. Click Filter button after providing filter parameters or click Show All button.
iii. Select a record from the records displayed against the filter criteria.
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7.8 Viewing Under Process Scrolls and Remittances
Overview
The purpose of this function is to view scroll/remittance details. It displays the details of
scroll/remittance and allows the user to take an action from Approve, Allow Edit and
Print etc. according to access rights.
How to Reach
Main Menu > Collection and Remittance Menu > Collection Queue
Alternate
Main Menu > Collection and Remittance Menu > Remittance and Adjustment Queue
Instructions
i.
ii.
iii.
iv.
mode.
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7.9 Marking Scrolls and Remittances for Editing
Overview
The purpose of this function is to allow scroll/remittance editing. It enables the user to
mark a scroll/remittance for editing if so required before approving it. Such a
scroll/remittance will be available to user for editing.
How to Reach
Alternate
Instructions
filter criteria.
Alternates
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Version 1.0
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7.10 Editing Collection and Remittances
Overview
The purpose of this function is to edit Collection and Remittance marked for editing.
How to Reach
Alternate
Instructions
iii. Click on the Edit Scroll/ Edit Remittance button.
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7.11 Approving Scrolls and Remittances
Overview
The purpose of this function is to approve scroll/remittance for updating the customer or
bank accounts. It allows the user to approve the scroll/remittance and post relevant data to
the main database for updating the customer/bank account, as the case may be.
How to Reach
Alternate:
Instructions
filter criteria.
database.
Alternates
User may also click the Approve button on the View Details from.
USER MANUAL
SoftVerx
8.
Version 1.0
BILL PROCESSING
8.1 Understanding Bill Processing
Overview
• Process Billing Data: To process billing data.
• Bill Posting: To post processed billing data.
• Print Customer Bill: To print the bill of a customer.
• Change of Billing Cycle: To start a new billing cycle.
• Update Billing Schedule: To prepare/update billing schedule.
• Configure Holidays: To configure holidays for billing schedule.
All above processes are carried out through Bill Processing Menu.
How to Reach
Main Menu > Bill Processing Menu
Page 117 of 131
USER MANUAL
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8.2
Version 1.0
Page 118 of 131
Process Billing Data
Overview
The purpose of this function is to process billing data. Process billing data prepares,
processes, and validates billing data of the selected batch.
How to Reach
Main Menu > Bill Processing Menu > Bill Processing Control Panel
Instructions
i.
ii.
iii.
iv.
v.
Open Bill Processing Control Panel from Bill Processing Menu.
Select a document with status MR Completed or Billing under process.
Click the Process button.
A new form with relevant data will be opened, Click Process button.
If data is error free, the billing data will be processed for selected batch.
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8.3 Bill Posting
Overview
The purpose of this function is to post processed billing data. Post billing data posts the
processed and validated batch data to master data.
How to Reach
Main Menu > Bill Processing Menu > Bill Processing Control Panel
Instructions
i.
ii.
iii.
iv.
v.
Open Bill Processing Control Panel from Bill Processing Menu.
Select a document with status Billing under process.
Click the Post button.
Handle errors if any and click the Post button again.
Billing data will be posted.
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8.4 Printing Customer Bills
Overview
The purpose of this function is to print customer bills. It allows the User to print hardcopy of posted billing data as customer bills. The User will be able to print customer
bill(s) by selecting a specific customer or setting a range of customers.
How to Reach
Main Menu > Bill Processing Menu > Print Customer Bill
Instructions
i. Open the Print Customer Bill form from Bill Processing Control Panel.
ii. Enter Billing data by providing all mandatory information.
iii. Click the Print button.
USER MANUAL
SoftVerx
9.
Version 1.0
Page 121 of 131
LINE LOSSES AND TRIPPING
9.1 Understanding Line Losses and Tripping
Overview
• New Grid MR: To enter a new Grid MR.
• New Grid MC: To change the meter of a Grid.
• New Feeder Sharing: To enter Feeder Sharing information.
• Tripping (Grid): To enter tripping information at Grid Station.
• Tripping (Sub-Division): To enter tripping information at Sub-Division.
All above activities are prepared through Grid MR and Tripping Control Panel.
Prepared transactions are available in Grid MR and Tripping Control Panel for further
actions i.e. Finalize, Allow Edit, View details etc.
How to Reach
Main Menu > Line Losses and Tripping Menu > Grid MR and Tripping Control Panel
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Version 1.0
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9.2 Submitting New Grid MR
Overview
The purpose of this function is to Enter Grid MR. It enables Data Entry Staff to select a
Grid for which Grid MR is to be entered. If the MR is not fully entered or the User wants
to review the MR, it can be saved for later use with status as ‘Saved’. User can submit
completed MR entry to Competent Authority for finalization setting the status to
‘Submitted for Authorization’.
How to Reach
Main Menu > Line Losses and Tripping Menu > Grid MR and Tripping Control Panel >
New Grid MR
Instructions
i. Open the New Grid MR form from Grid MR and Tripping Control Panel.
ii. Select Grid and provide MR Date/time. Click Start MR entry to generate a Grid MR
pre-enter table.
iii. Enter MR data by providing all mandatory information.
iv. Click the Submit/Save button to submit/save Grid MR.
v. Handle errors if any and click the Submit button again, the record will be saved without
validation if Save button is pressed.
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vi. If data is error free, the Grid MR record will be submitted and reflected in Grid MR and
Tripping Control Panel if Submit button is.
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9.3 Submitting New Grid MC
Overview
The purpose of this function is to Enter Grid Meter Change. It enables Data Entry Staff to
select a Grid and the meter for which change is to be entered. User can then keypunch the
meter change information and submit the entry to Competent Authority for finalization
setting the status to ‘Submitted for Authorization’.
How to Reach
New Grid MC
Instructions
i. Open the New Grid MC form from Grid MR and Tripping Control Panel.
ii. Select the existing meter to be replaced by selecting a grid, transformer and feeder.
Meter info for the selected feeder will be displayed.
iii. Enter MC data by providing all mandatory information.
iv. Click the Submit button to submit Grid MC.
vi. If data is error free, the Grid MC record will be submitted and reflected in Grid MR and
Tripping Control Panel.
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9.4 Submitting New Feeder Sharing
Overview
The purpose of this function is to Enter Feeder Sharing. It enables the user to enter subdivision wise percentage of units sent out by the selected feeder for a certain billing cycle.
User can then submit the entry to Competent Authority for finalization setting the status
to ‘Submitted for Authorization’.
How to Reach
New Feeder Sharing
Instructions
i.
ii.
iii.
iv.
v.
Open the New Feeder Sharing form from Grid MR and Tripping Control Panel.
Select a feeder and enter Feeder Sharing data by providing all mandatory information.
Click the Submit button to submit Feeder Sharing.
If data is error free, the Feeder Sharing record will be submitted and reflected in Grid
MR and Tripping Control Panel.
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9.5 Submitting New Tripping (Grid)
Overview
The purpose of this function is to Enter Tripping data at a Grid Station. It enables the user
to enter tripping information. If the tripping data is not fully entered or the User wants to
review the same, it can be saved for later use with status as ‘Saved’. User can also submit
the completed tripping data entry to Competent Authority for finalization setting the
status to ‘Submitted for Authorization’.
How to Reach
New Tripping
Instructions
i.
ii.
iii.
iv.
v.
vi.
Open the New tripping form from Grid MR and Tripping Control Panel.
Select tripping location as grid.
Enter tripping data with mandatory information.
Click the Submit/Save button to submit/save Tripping.
MR and Tripping Control Panel if Submit button is pressed.
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9.6 Submitting New Tripping (Sub-Division)
Overview
The purpose of this function is to Enter Tripping data at a Sub-division level. It enables
the user to enter tripping information. If the tripping data is not fully entered or the User
wants to review the same, it can be saved for later use with status as ‘Saved’. User can
also submit the completed tripping data entry to Competent Authority for finalization
setting the status to ‘Submitted for Authorization’.
How to Reach
New Tripping
Instructions
vii.
viii.
ix.
x.
xi.
xii.
Open the New tripping form from Grid MR and Tripping Control Panel.
Select tripping location as grid.
Enter tripping data with mandatory information.
Click the Submit/Save button to submit/save Tripping.
MR and Tripping Control Panel if Submit button is pressed.
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9.7 Viewing Under Process Grid MR and Tripping Transactions
Overview
The purpose of this function is to View Details of a selected Grid MR and Tripping
Transaction and performs certain operations like allow edit, approve and edit according to
the user rights.
How to Reach
Instructions
i.
ii.
iii.
iv.
mode.
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Version 1.0
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9.8 Marking Grid MR and Tripping Transactions
Overview
The purpose of this function is to allow Grid MR and Tripping Transaction editing. It
enables the user to allow editing of a submitted Grid MR and Tripping Transaction, if
required, before approving. It makes the Grid MR and Tripping Transaction marked for
editing available in the Grid MR and Tripping Control Panel for editing.
How to Reach
Alternate:
View Details
Instructions
filter criteria.
Alternates
USER MANUAL
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Version 1.0
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9.9 Editing Grid MR and Tripping Transactions
Overview
The purpose of this function is to edit Grid MR and Tripping Transaction marked for
editing.
How to Reach
Instructions
USER MANUAL
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Version 1.0
Page 131 of 131
9.10 Approving Grid MR and Tripping Transactions
Overview
The purpose of this function is to approve Grid MR and Tripping Transaction. Competent
Authority will approve the Grid MR and Tripping Transaction and it will be posted to the
main database.
How to Reach
Alternate:
View Details
Instructions
filter criteria.
database.
Alternates