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OASIS Functional
Description
Subscriber Profile
Establish and maintain subscriber accounts
Establish and maintain subscriber sub accounts (sub accounts contain their own
balances, aging information and credit limits)
Assign services and inventory to subscribers
Assign/modify Services and promotional packages
Post one time charges and credits
Multi-key on-line access
Terminate subscribers
On-line tracking of subscriber contact
Proration of service charges
Help screens
Subscriber Inquiry
Subscriber inquiry by:
∙ Name
∙ Account number
∙ Sub Account Number
∙ Access Number
∙ License or Social Security Number
Credit transactions inquiry
Subscriber history inquiry
Subscriber history inquiry by invoice number
Service Order Administration
Establish new services (utilizing prorated transaction amounts)
On-line assignment of services and packages
Proration of services and packages
Service unit disconnect/reconnect
Change Services and Packages
Back date / future date services
Date sensitivity
Free form contact letters automatically generated from Service Orders
Accounts Receivable
Enter payments and adjustments
Aging of customer balances
On-line subscriber history inquiry screen
Payment history inquiry
Multi-key inquiry access
Credit card payments
Credit card transaction adjustments
Bank Transfers
Lock Box interfaces / Lock Box adjustments
Revenue Collections
Maintain subscriber contact history
Create and administer on-line notes and remarks
Subscriber Contact History
Create and maintain subscriber contact history
Record reason for subscribers’ call
Record reason for call to subscriber
Record service or product which is the topic of the discussion
Log actions taken and resolutions to problems
Free form notes with electronic signature line
Support subscriber trouble tracking
Contact history management summary
Search by company for contact reasons by product or service
Systems Administration
Create and administer multiple billing cycles
Create and administer service charges and promotional packages
Define companies, sites, and service areas
Establish flexible taxation structures
Create automatic billing messages
Manage systems security
Establish and maintain payment methodologies
Manage marketing codes
Maintain warehouse information
Service audit reports
Management tracking of services
Manage dunning parameters
General sales information
Establish service record templates and pricing controls
Establish transaction record templates
Inventory control (location table, item codes)
Development of OCC (onetime charges or credit) transactions
Development and maintenance of service charges
Development of surcharges
Development of late charges
Ability to designate accounts as tax exempt
Ability to designate accounts as exempt from finance charges
Ability to set credit limits for accounts
Building owner maintenance
Street file maintenance
Delinquency tracking
Company credit limit
Subscriber credit limit
Establish flexible tax structure / categories
Internet Terminal Management
Fully automated Internet Terminal interfaces
Activate / deactivate Internet User id’s
Activate / deactivate or modify features
Service Management
Flexible promotional pricing support
Promotional activation / deactivation
Support for packaging of basic and premium services
Inventory Administration
Establish and maintain inventory items
Creation of purchase orders
Status of purchase orders
Tracking of received purchase orders
Transfer of inventory from one location to another
Inquiry of inventory items
Update of inventory items
Define and administer warehouse locations
Re-ordering support
Track converters by serial numbers
Item history
Customer Contact
Tracking capability for all customer contact
Customer contact reporting
∙ Reason for contact
∙ Product or service
∙ Follow up contact on-line
∙ Summary of contacts
∙ Open item reports
Ancillary Features
Annual bill processing
Multiple bill formats
On-line bill formats
Clear concise accurate bills
Payment reminders
Messaging capability on bills (depending on bill format design)
Dunning notices
Security
Security administration
Access control
Password maintenance
Financial Interface
Custom interface to General Ledger
Interface to Credit Card Clearing House
Custom Interfaces
Interfaces built to meet all customer needs
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Dynamic Solutions
2000 
