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25B - AGMT - BILLING SOFTWARE
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25B - AGMT - BILLING SOFTWARE
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Last modified
3/10/2016 3:30:51 PM
Creation date
3/10/2016 3:25:32 PM
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Template:
City Clerk
Doc Type
Agenda Packet
Agency
Finance & Management Services
Item #
25B
Date
3/15/2016
Destruction Year
2021
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b. Users will be able to complete the following actions from the work queue: <br />• Access inquiry and account drill downs <br />• Complete, void or create a work order <br />• Re- assign a work order <br />3. Adjustment Approval (Multi -Level Adjustments) <br />a. This work queue will display a list of the adjustments that have been made by users <br />over the configurable dollar amount and time period parameters set by the utility <br />using the enQuesta multi -level adjustment functionality. <br />b. Supervisors with the appropriate security level will be able to approve or deny <br />adjustments using this work queue. <br />c. Multi -Level Adjustments requires business rules of the adjustment process be <br />defined prior to going live with this module. <br />4. What I did today <br />a. This work queue will display a list of all the accounts a user accessed on a given day. <br />Document Desianer <br />Document Designer is Standard and Utilized for formatting print templates for enQuesta Work <br />Orders and Letter Generation. <br />a) S &S will ensure that all letters and work order documents will be converted into <br />Document Designer format prior to simulation. <br />b) S &S will provide user training to the core team responsible for formatting enQuesta <br />Work Orders and Letter templates. <br />Job Scheduler <br />enQuesta Job Scheduler - The enQuesta Job Scheduler allows the Customer to schedule key <br />processes - taking away the need for human intervention. The Job Scheduler User Interface <br />displays a forecast of pending jobs as well as status indicators for jobs in- flight. The product <br />also supports the automatic notification of alerts to key utility resources. <br />a) The enQuesta Job Scheduler will be set -up to include: <br />Billing Processes: <br />• Calculation <br />• Pre - Billing Kick -out Processes <br />• E -Bill Calculation <br />• Bill Printing <br />Collections Processes: <br />• Delinquencies <br />• Notices <br />• Penalties <br />• Credit Fund Transfers <br />• Installments Break <br />• Promise to Pay Break <br />City of Santa Ana - enQuesta Upgrade Statement of Work <br />Page 11 of 32 Proprietary and Confidential to Systems & Software, Inc. 2/16/2016 <br />Document subject t��lifirya Public Records Act <br />
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