CRM › Utility Billing
Rate Plans
What each service costs: the customer charge, block rates (with summer and winter blocks), fees, a minimum bill, the tax code the company's tax engine rates, and the dates it applies.
Where to find it
- Module: CRM
- Group: Utilities
- Section: Utility Billing
- Screen: Rate Plans
Address in the console: /crm/util-rate-plans
List · 14 columns · 16 fields on its form · 3 of them required · 2 actions
What the list shows
These are the columns of the list, in the order they are drawn. Any of them can be sorted on, filtered on, hidden, or exported.
| Column | Kind | Field name |
|---|---|---|
| Plan | Code | code |
| Name | Text | name |
| Service | Status | service_type |
| For | Status | customer_class |
| Unit | Text | unit |
| Customer charge | Amount | fixed_charge |
| Minimum | Amount | minimum_bill |
| Blocks | Number | tiers |
| Tax | Code | tax_code |
| Revenue | Code | revenue_account_no |
| Cost center | Code | cost_center_code |
| In use | Number | services |
| From | Date | effective_from |
| Status | Status | status |
The form
What is asked for when a record is created here. Required fields are marked; a choice drawn from a configuration list is one an administrator can extend without a release.
| Field | Type | Choices | Notes |
|---|---|---|---|
| Code required | Text | ||
| Name required | Text | ||
| Service required | Choice | water, sewer, electric, gas, refuse, stormwater | |
| For class | Choice | residential, commercial, industrial, municipal, institutional | Blank: any class. |
| Unit | Text | gal, ccf, m3, kWh, therm, month ... | |
| Customer charge per period | Number | ||
| Minimum bill | Number | ||
| Summer months | Text | Month numbers, e.g. 6, 7, 8, 9. Blank: no seasons. | |
| Tax code | Choice | Looked up from existing records | |
| Revenue account | Text | Blank: the company's utility revenue, else the chart's default. | |
| Service charge account | Text | Where the customer (fixed) charge posts, e.g. 4410. Blank: the settings' service-charge account, else the revenue account. | |
| Cost center | Choice | Looked up from existing records | Every charge of this plan posts under it, so a fund-accounting company derives the fund (water to the water fund). Blank: the settings' cost center. |
| Effective from | Date | ||
| Effective to | Date | ||
| Status | Choice | draft, active, retired | |
| Notes | Long text |
What you can do here
Blocks
Fees
The rules that apply here
Everything on this screen obeys the platform rules rather than rules of its own. The ones worth knowing before you use it:
- Narrowing a list — search, conditions, sort, totals, export and saved views.
- What may be changed — the five grounds a record may not be edited on.
- Companies and business units — what the switcher above this list is doing to it.
- Creating a record — required fields, where choices come from, and how the number is allocated.
- Importing a spreadsheet — this screen accepts one, and it runs through the same rules as typing.