Budget Setup and Features

The Energy Force Budget Processing programs are designed to give the ability to generate budget payments for active customer accounts based on 3 different options: Average # of Degree Days by Customer Type By Gallons based on a history date range...

The following steps need to be performed prior to executing the Budget Calculation routines: Delete Budget Temp When the Budget Calculations program is processed, it communicates suggested monthly payment amounts to the Edit Budget Temp module.  T...

Once budget calculations have been performed, the Edit Budget Temp program is ready for review and modification if necessary.   To preview the budget information in an Excel spreadsheet prior to updating the information within this program, see the...

The Update Budget Amounts program performs a mass update to Budget tabs located on the Customer Maintenance screen to reflect the newly calculated budget payments.  The settings made in this program will automatically apply to all accounts withi...

Number of Times Billed This information gets updated when monthly budget statements are processed in Energy Force.  The system is designed to increment the number of times billed after statements are generated when Update Statements is selected. ...

There are times a budget payment will need to be manually added to a customer account such as when an existing customer requests a budget payment after the automated processes have been completed or there is a new customer account.  The following st...

Once budget calculations have been performed, the budget temp file can be exported to an ASCII file for review.  This report can be used to review the accounts and filter information prior to making changes in the Edit Budget Temp program. Select ...

There are four Budget Reports available within the Budget Report Menu .   Budget Payments Made This report displays current budget customers and can be processed by Bill Type or by Statement Cycle Code .  The report is designed to display t...

When budgets are nearing the end of the billing term, a budget letter can be generated for customers using this standard template.   ...

The Year End Budget Clear program needs to be processed at end of a budget period.  This resets the Budgets to indicate they are inactive, moves the current payment amount to the previous payment amount, and resets the Service Charges , Minimum Fi...