CRM › Utility Field Service
Utility Settings
The company's own numbers: grace and notice days, the late fee, the reconnect fee, deposits, read checks, the ledger accounts, and whether the public forms are open. One row; the shipped defaults apply until it is saved.
Where to find it
- Module: CRM
- Group: Utilities
- Section: Utility Field Service
- Screen: Utility Settings
Address in the console: /crm/util-settings
List · 23 columns · 30 fields on its form · 1 action
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 |
|---|---|---|
| Grace days | Number | grace_days |
| Notice at | Number | notice_days |
| Final notice at | Number | final_notice_days |
| Disconnect at | Number | disconnect_days |
| Late fee | Amount | late_fee_flat |
| Late fee % | Number | late_fee_pct |
| Reconnect fee | Amount | reconnect_fee |
| Public forms | Yes or no | public_forms_enabled |
| Utility receivable account | Code | receivable_account_no |
| Utility cash / lockbox account | Code | cash_account_no |
| Utility revenue account | Code | revenue_account_no |
| Service (customer) charge account | Code | service_charge_account_no |
| Late fee account | Code | late_fee_account_no |
| Connection and reconnection fee account | Code | reconnect_fee_account_no |
| Customer deposits account | Code | deposit_account_no |
| Customer credit balances account | Code | credit_account_no |
| Bad debt account | Code | bad_debt_account_no |
| Leak adjustment account | Code | leak_adjustment_account_no |
| Utility cost center | Code | cost_center_code |
| Leak adjustments per account in 12 months | Number | leak_max_per_year |
| Leak credit method | Text | leak_method |
| A second person approves each leak adjustment | Yes or no | leak_requires_approval |
| Account changes waiting | Number | ledger_changes_pending |
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 |
|---|---|---|---|
| Grace days before a late fee | Number | ||
| Past-due notice after (days) | Number | ||
| Final notice after (days) | Number | ||
| Propose disconnection after (days) | Number | ||
| Late fee (flat) | Number | ||
| Late fee (% of past due) | Number | The greater of the two is charged. | |
| No late fee below | Number | ||
| Reconnect fee | Number | ||
| Deposit, residential | Number | ||
| Deposit, commercial | Number | ||
| High-use exception above (% of average) | Number | ||
| Low-use exception below (% of average) | Number | ||
| Bills due in (days) | Number | ||
| Utility revenue account | Text | ||
| Service (customer) charge account | Text | e.g. 4410. Blank: the customer charge posts with the usage, to the revenue account. | |
| Late fee account | Text | Blank: the utility revenue account. | |
| Connection and reconnection fee account | Text | e.g. 4450. Blank: the utility revenue account. | |
| Utility receivable account | Text | e.g. 1170 Utility Billings Receivable. Blank: the company's accounts receivable. | |
| Utility cash / lockbox account | Text | Where payments, deposits and refunds go, e.g. 1040. Blank: the company's cash account. | |
| Customer deposits account | Text | ||
| Customer credit balances account | Text | ||
| Bad debt account | Text | ||
| Leak adjustment account | Text | Blank: the leak credit reduces the revenue account the use was billed to. | |
| Utility cost center | Choice | Looked up from existing records | What payments, deposits and fees post under, and any plan with none of its own -- so a fund-accounting company derives the fund. |
| Leak adjustments per account in 12 months | Number | 0: none are made. | |
| Leak credit method | Choice | excess_lowest_tier, excess_waived | excess_lowest_tier: use above normal at the lowest block rate. excess_waived: use above normal not billed. |
| A second person approves each leak adjustment | Yes or no | ||
| Normal use: average of the last (bills) | Number | ||
| Take start-service and problem reports from the public | Yes or no | ||
| Portal sign-up proves the bill by | Choice | either, last_bill_amount, postal_code |
What you can do here
Move balances to new accounts
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.