General Tab

The General tab contains the settings that define some basic information about utility processing and the bills that result. It contains the following sections:

Miscellaneous - This section contains fields that provide high-level company and department information about the Utility Management application.

Route - This section allows the organization to define the names used to identify the route tiers for the application.

Initial Setup - This section contains the Enforce Maintenance Rules control. This check box is designed to help preserve data integrity in the system (e.g., maintaining the integrity of history data by not allowing master files such as rates to be changed if they are already in use in a billing cycle). If this flag is selected, certain areas of maintenance (e.g., rates) cannot be changed. An administrator who needs to change a setting can clear this check box, save the System Settings, make the necessary change(s), and then re-select the check box.

Form Types - This section allows the organization to select the default form types that should be used for transactions within Utility Management.

Remittance Address - This section contains the fields that allow the organization to specify the default remittance address that will appear on bills.

Go on to the Workflow tab