Dynamic Solutions 2000

 
OASIS Cable

Overview

The following is an overview of the functions of the OASIS Billing and Customer Management Software for a Cable Client Server or Standalone system.  This overview is intended to provide the reader with an understanding to the functions included in the OASIS software package.

Additional functions are planned to be added to the OASIS software and will be discussed in a separate section of this document.  The following information does not include all functions of the OASIS System, but rather, it provides a listing of the key functions of the software system.

The OASIS System can be characterized into nineteen broad areas of functionality as they relate to the cable service provider.  These functional areas are as follows:

Customer Management

The Customer Management function of the OASIS system enables you to create, modify, and delete information about the customer, equipment, and services.  Within this functional area, customer accounts can be established, work orders and miscellaneous changes processed, as well as, credits and bill inquiry can be performed.  Customers can be associated with Customer Premise Equipment and Service Locations. Services can be tailored, based on the clients needs, or competitive situations by your system administrator.  There is no dependence on the billing vendor to address new rate or service plans.

Functions

Creating Customers

The OASIS System will maintain a customer account by Account Number and  Sub Account Number.  A unique account number will identify each customer.  On the account level, multiple services can be identified to a single account.  Within the system, it is possible to establish an alternate billing address.  This feature will allow the bill to be sent to an address other than the primary address of the customer.  The system will not allow a customer to exist within the system without an account number. 

Sub Account Numbers are also built into the system.  This is rather unique for a Cable system but very handy when dealing with national accounts or household members.  The Sub Account Numbers will allow you to identify various departments, business associates, rooms in a commercial building, or household members.  Each Sub Account Number is associated with a Master Account for billing purposes.  This allows you to send different type of statements/invoices to the Master Account and Sub Accounts.

Customer Contact

Through the use of a hot key, you will be able to gain access to the Customer Contact Process from within the Customer Management Screen.  Through the Customer Contact Screens, all communications to or from a subscriber can be tracked.  Automatic on-line follow up can be done via the PC workstations.  Statistics can be produced depicting categories and counts for all contacts.  Certain types of contacts, as well as, triggering work orders, can trigger automatic letters.  The combination of Contacts, Work Orders, and Letter generation make an impressive trouble reporting and follow up system.

The codes used for creating notes are defined by your System Administrator and therefore, give you more flexibility in tracking and reporting of trouble, questions, concerns, etc.

Other Charges and Credits Facility (OCC)

An OCC defined to the system can be entered against an account.  OCC's are used for such items as activation charges, general account credits, or general charges.  The OCC's can be entered to be effective immediately or can have a future or backdated effective date.

Billing Cycle

The Billing Cycle number is automatically assigned, if there is only one cycle.  The System will automatically assign all customer to Billing Cycle 01.  If there are multiple cycles allowed, the customer service representative will be able to select a billing cycle for a new customer.  With multiple cycles, you will also have the ability to activate the Automatic Cycle Balancing process.  This process will spread new accounts across the cycles in order to even the number of accounts per cycle.  This will allow for payments to be received each cycle is more even therefore, providing equals time for each billing process.

Access to Customer Accounts

Access phone number, social security number/passport number, account number, customer name, alternate account number or service location, can access subscriber accounts. Also, each account can be accessed by name, zip code, inventory number, etc.  The selection process allows you to enter a partial search criteria and the System will return all accounts that meet the selection criteria.

Account Number/Alternate Account Numbers

Account numbers will be automatically assigned to the new customers.  But the numbers assigned can be changed if a particular series of numbers is requested or desired at the time of installation.

Along with the standard account numbers, the OASIS System also offers you to track your customers using an Alternate Account Number.  This Alternate Account number can be used for tracking customers from your old billing system, used as an identifier that will be interfaced to another billing system for invoice purposes, or allows you to create unique numbers as needed.

Proration and Effective Date Features

Monthly recurring charges will be effective when entered into the system in real-time unless a future or a previous effect date is entered.  Unit charges will be rated as stipulated by the service plan in effect at the time.  Consequently, service rates can be changed between billing cycles, but will only take affect at the billing time for current customers.  For new customers whose transactions will be prorated, the changes in rates take effect as soon as they are entered.  Monthly recurring charges can be prorated at the time of service assignment or disconnection of services.

Customer Information Repots

In addition to the screen access of the customer’s information, full or partial information can be printed as needed to local printers, as well as remote printers.  All reports can be viewed on line and/or printed as needed.  The customer service representative will also have the ability to view on line previous bill images that were sent to a customer.  This view will be the exact copy of what the customer was sent.

Customer Services

The Customer Services options will allow you to maintain service related information, such as inventory, rate plans, and the addition or disconnection of services. These options will also allow you to update and maintain customer information.

Functions

Service Addition

With the Service Addition, you will be able to add new services to existing customers, as needed.  This option will allow you to post date services or backdate services if needed.  Also, you will be able to include a disconnect date for seasonal customers and the OASIS System will automatically disconnect those services on the date indicated.

Change of Service

With the Change of Service option, you will be able to select a service to disconnect and then add a new service for the selected customer.  Once again, the OASIS System will allow you to post date or backdate the disconnection and addition of the services.

Disconnection of Services

There are two options for disconnecting services from a customer: Final Service and Disconnection.  With the Final Service option, you will be able to select services to disconnect, but the account will remain active.  With the Disconnect option, you will close the account and disconnect all services to the account.

Service Maintenance

The Service Maintenance will allow you to update or change service related information such as inventory, PIN numbers, rate plans, etc.  Also, depending upon System Setup, you will be able to update name and address information that is directly associated with a customer’s service.

Customer Communications

The Customer Communication functions will allow you to capture, track, and report on contact to or from customers.  The types of contact that can be tracked include problems, concerns, suggestions, and comments.  The OASIS System also allows you to track the problem resolution actions taken, as well as, follow-up date and problem status.  The contact files can also be searched by contact reason, product or service type, responses, or resolutions; or by any combination of the aforementioned tables.  This enables searches for customers with similar problems and the manner in which they were handled or resolved.

Functions

Notes

This process will allow the user to enter a free form text (note) to document the details of the user's contract with the customer.  The content of the notes is at the discretion of the user.   An audit trail is maintained internally by this process, by posting the date, time, and user identification of the person who created the note.  Additional notes can be attached to an original note to indicate changes, further contact or follow-up results. Additional notes show a chronological flow of contacts with the subscriber.

Follow-up

If the follow-up fields for Customer Contact are utilized, then the system will automatically allow on-line follow up for a single user or for all users.  The Follow Up options will allow you to view open notes that are associated with your user ID.  From these options, you will be able to close a note, update a note, or add a note to a note.

Tracking

Four tracking fields are provided for in each note.  These fields are designed to record a reason for the note, the service or product concerned, a description of the action taken, and a resolution of the problem.  These fields are defined by your System Administrator and will give you more flexibility for recording the communications between you and your customers.

Also depending upon System Setup, these codes can create Trouble Ticket work orders and/or generate a letter that can be sent to the customer.

Inquiries

Inquiries can be made to search the entire customer contact file based on the customer contact codes.  For example, a search can be made of all open problems reported with HBO.  The problems listed could be individually viewed.

Reporting

A full time line of reporting is available from the note tracking database.  Month end summary reports are available showing the amount of contact for each product type within the contact reason code.  This report is helpful in pinpointing service problems by indicating which products and/or services receive the most contact calls.

Addressable Controller Interface

The OASIS System will also provide you with an interface to your Addressable Controller for adding and deleting of services to a customer, as well as for pay per view functions.

Functions

Controller/HeadEnd Information

The Controller and HeadEnd options will allow you to maintain information that is used for the interface to your system.  This information will include contact names, telephone numbers, digital address ranges, baud rate, etc.

Converter Defaults

The Converter Default option will allow you to establish parameters for the converters(receivers) that are used within your system.  This information will include, features and functions of the converter, default service for initialization, which headend and controller will be used for maintaining services and pay per view information, etc.

Box Hits

The OASIS System will automatically send box hits to the converters for adding and disconnecting of services, as well as, for trouble shooting when a customer reports a problem.  Box hits can be done automatically or on demand.

Inventory Control

The Inventory options will allow you to track various types of inventory from purchase to discard.  The information will include location, price, sales tax, account assignment, technician ID, digital address, etc.

Functions

Inventory Setup

There are numerous options that will be used during System Setup to establish the basic information for each inventory item that will be tracked.  These options will allow you to identify locations of the item, status codes, action codes, repair codes, supplier codes, etc.

Purchase Inventory

The Purchase Inventory option will allow you to create and update a purchase order that will be used for brining inventory items into the system.  When a Purchase Order has been completed, the System will automatically update master inventory record information, as well as individual inventory records with the serial numbers, tag numbers, digital addresses, features, etc.

Change Location

With the Change Location option, you will be able to manually change the location of a selected inventory item.  The OASIS System will update location and status of an item automatically based upon the System Setup.

Service Location Management

The Service Location option allows you to establish and maintain address for your servicing areas, as well as plant information that can include the pole, pedestal, outlets, test information, service/franchise area, technician, etc.  Based upon System Setup, the service location information as be directly associated with a service assigned to a customer.  When service location is being used, most addresses will be validated against this database.

Functions

Service Location Maintenance

The Service Location option will allow you to maintain, add, and update addresses and plant information.   This information will include controller, headend, node, pole, pedestal, outlets, etc. 

Service Location and Services

Depending upon System Setup, the OASIS Software will allow you to associated a service location address to a specific service.  This gives you an additional way of establishing services, customers, and service location information.

Technician Control

You will be able to establish and maintain information about technician, their skill sets, hours worked, scheduling calendar, etc. with the various options that are available for technicians.

Functions

Technician Control

The Technician Control option will allow you to identify the various technicians that are used for installing and maintaining of services to your customers.  This option will give you the ability to identify the technician, the service/franchise areas to which he/she is available, and the skills that each technician has.

Skill Set

The Skill Set option will allow you to establish and maintain the skills that each technician has.  The skills can be associated with the technician and the various services offered to your customers.  This ensures that the proper technician will be assigned to work orders based upon the skill sets associated with each service.

Calendar Control

The Calendar Control options will allow you to generate the calendars used for scheduling, update the calendars based upon available technicians, and view pervious dates and future dates when work orders are assigned to technicians.

Authorization Levels

With the Authorization Levels for work orders, you will be able to establish when a work order will be officially closed based upon needed steps for completing the work order.  The levels can be associated with various technicians and personnel who are responsible for updating and closing work orders.  These levels can be identified as needed, such as inventory assigned, credit check completed, etc.  A work order can not be closed until all management levels have been completed.

Marketing/Lead Tracking

The Marketing/Lead Tracking process is designed to maintain and track the potential customer and their associated data.  The information will be tracked through the use of a lead tracking database.  The potential customer will be added to the lead tracking database through on-line screens.  The data will be available for the purposes of inquiry, updating, and reporting.  When the potential customer is converted into an actual customer, the information associated with that customer's resident in the lead tracking database can be converted to an active status.  Any leads that do not become active customers may be deleted at the discretion and timing of the user.

Functions

Tracking Prospects

Potential customers can be added to the lead tracking database through the on-line access to the system.  When the potential customer calls for services, this information can be converted to a standard account without additional data entry.

Data Capture

Specific data such as name, address, phone contact number, individual identification number, standard industry code (SIC), market identification code, sales person identification, and sales territory are captured in the lead tracking database.

Free Form Notes

A two hundred forty character field is available to contain notes about contacts with potential clients.

Prospect Tracking Access

Access to the database for purposes of inquiry, addition, and deletion can be gained through lead number, company name, individual name, service location or individual identification number.

Pay Per View

The Pay Per View options will allow you to maintain pay per view events, upload and download information as needed, create packages of events, etc.

Functions

Pay Per View Maintenance

With the Pay Per View Maintenance option, you will be able to update or modify pay per view event information or add a new event if needed.

Pay Per View Supplier

The Pay Per View Supplier option will allow you to establish and maintain information about the various suppliers of pay per view events that will include the contract and pricing.

Pay Per View Purchase/Cancel

The Pay Per View Purchase/Cancel option will allow the customer service representative to order or cancel a pay per view event for a selected customer.  This option will also allow the customer service representative to see what previous events that were ordered by the customer.

Dunning

The Dunning (Collection) options will allow you to establish and maintain the various letters that will be sent to the delinquent customers.  You will be able to create various letters for each aging category, such as a different letter for customer who are 30 days late versus those who are 90 days late.  The Dunning Letters are customized to meet your needs.

Functions

Dunning Schedule

The Dunning Schedule will allow you to establish the day of the month when dunning notices will be sent.  The System will automatically notify the user who is responsible for printing the notices on the appropriate day.  When the notices are printed, the OASIS System will update the schedule to indicate the number of notices sent, as well as the customer file.

Dunning Notices 1 - 5

These options will allow you to create a different letter for each of the aging categories.  Therefore, you will be able to have a stronger letter sent to customers who are 90 days late and a more subtle letter for people who are 30 days.

Collections

The OASIS Software System contains full collection process that works in conjunction with the Dunning Notices.  You will be able to establish codes that will identify the stages of collection, assign customers to various collection personnel, and watch as the collection process is preformed on each customer.

Point of Sale

The Point of Sale function will allow you to have over the counter sales to customers to walk ins.

Functions

Point of Sale

The Point of Sale option will allow you to track over the counter sales to customers and to walk in customers.  The Point of Sale option will allow you to sell various non services to customers or walk in customers.

Freeform Description

Space is provided to type a freeform multi-line description that is attached to the transaction.

History Merge

All CMR transaction records and freeform transaction descriptions are merged into history files.

Transaction Reports

Both detailed and summary POS transaction reports are produced.

Scheduling

You will be able to establish and maintain scheduling information for work orders.  This information will include the hours for scheduling work orders, the number of available hours that will be used for scheduling purposes, the size of each work unit, etc.  The scheduling function works in conjunction with the work order processing system to enable installations to be scheduled across several technicians based on criteria established by the user.

 Functions

Assignment of Work Units to Services

Once established work units are entered in the control service records, the assignment of work units is a definition of the amount of time each service type takes to install.  All service types needing installation will be assigned work units.

Service Areas

With the Service Area option, you can establish and work can be scheduled via service areas.  Services can be assigned by service area thus giving the flexibility of having different services for each service area as well as different prices for the same service in different service areas.

Scheduling Time Slots

Scheduling Time Slots can be established in order to control the type of work which is done within service areas.

Calendar Function

The Calendar Function is established for each technician who will be assigned service installations.  A technician can also be an outside contractor.  The calendar function lets the user establish the times a technician can be scheduled for installations by blocking out times when the technician is unavailable for installing service e.g.: weekends, vacations, internal training, meetings.

Work Order Assignment

Based on the availability of technicians referencing a calendar function, the next available installation date can be established.  Also, a date can be requested, and if resources are available, then a technician is assigned.  Automatic scheduling of technicians by territory. Based on setting up the technician control records so technicians are assigned to work in certain territories, scheduling can be set up so only certain technicians work in a particular territory.  Also technicians can then be scheduled by work order time slot allocation within a territories/service area.

Automatic Scheduling Of Technicians By Skill Level

A technician can be established with certain skill sets.  These skill sets are also located in the service records. When a work order is being created to have work performed by a technician, the scheduling module will only select technicians with the skills necessary to complete the work order.

Service Unit Control

The Service Unit Control option will allow you to establish the actual hours that will be used for scheduling work orders, the size of the work unit, the number of work units used for travel time, etc.

Scheduling/Rescheduling

You will be able to schedule a work order based upon the type of work order and the number of available units.  The Rescheduling will allow you to reschedule a work order due to the fact of customer error or time restraints.

Work Order Close

The Work Order Close will allow you to update a work order before closing it and this will include services, customer information, service location information, etc.  Also, from this option you can cancel a work order as needed.

Work Order Parameters

Found within the System Setup, you will be able to identify how and when a work order will be closed.  You can have the System generate a process that will allow the customer service representatives to identify which work order needs to scheduled and assigned to a technician or if the work order can be closed and a box hit will be sent immediately to activate or deactivate services.

Trouble Ticketing

The OASIS Software will allow you to create trouble ticket or special request work orders as needed.  Based upon System Setup, the Customer Contact area can be used to create these types of work orders.  Therefore when a customer service representative selects the correct codes, a work order can be created to handle the trouble or problem.

Functions

Notes

This process will allow the user to enter a free form text (note) to document the details of the user's contract with the customer.  The content of the notes is at the discretion of the user.   An audit trail is maintained internally by this process, by posting the date, time, and user identification of the person who created the note.  Additional notes can be attached to an original note to indicate changes, further contact or follow-up results. Additional notes show a chronological flow of contacts with the subscriber.

Follow-up

If the follow-up fields for Customer Contact are utilized, then the system will automatically allow on-line follow up for a single user or for all users.  The Follow Up options will allow you to view open notes that are associated with your user ID.  From these options, you will be able to close a note, update a note, or add a note to a note.

Tracking

Four tracking fields are provided for in each note.  These fields are designed to record a reason for the note, the service or product concerned, a description of the action taken, and a resolution of the problem.  These fields are defined by your System Administrator and will give you more flexibility for recording the communications between you and your customers.

Also depending upon System Setup, these codes can create Trouble Ticket work orders and/or generate a letter that can be sent to the customer.

Inquiries

Inquiries can be made to search the entire customer contact file based on the customer contact codes.  For example, a search can be made of all open problems reported with HBO.  The problems listed could be individually viewed.

Reporting

A full time line of reporting is available from the note tracking database.  Month end summary reports are available showing the amount of contact for each product type within the contact reason code.  This report is helpful in pinpointing service problems by indicating which products and/or services receive the most contact calls.

Administrative Control

The Administrative Control functions and features provide you with the ability to monitor accounts receivable, perform collection activities, initiate dunning notices, control payment and credit processing, as well as, control service plan generation, finance and surcharge application, taxation, system access, transaction generation billing cycle administration and bill parameters, currency code administration and table maintenance.

Functions

Accounts Receivable

The accounts receivable process performs the task of tracking the bills produced, aging of customer accounts, and entering of payments and adjustments.  The unpaid balance forward is aged into the time frame groupings sent by the user.  The aging is based on the billing date of the account.  The time requirements between periods must be met before the balance can be shifted from one aging period to another.  Aging reports are available in both a short statement and a long statement.  The two statement types are described in the management reporting section of this document.  All payments and adjustments are entered through the on-line portion of the system.  Payments will be applied to the oldest billed amount.  A number of reports may be generated based upon the payments and adjustments, which have been entered.  A screen is available from the on-line portion of the system that will allow you to view all of the charges, adjustments, and payments associated with an account.

System Access

The Security features of the system will allow the limit of access to information as defined by the System Administrator.  Access can be limited in the areas of screen lockout, inquire only access, inquire and update access, and print access.  All users must have a user ID number that is used within the system to track log on activities and user update information.

Other Control Features

At the discretion of the System Administrator, control can be exercised such that only authorized individuals can change key business parameters that are set up in the System Control Area

Accrual Processing

For all transactions based on multiple month or annual payments in advance, accrual records will be maintained, and any suspensions of service will be adjusted and accounted for.

Service Outage

Any outage of service caused by a severe storm can be handled by inactivating the account until the storm damage is repaired.  Accruals are adjusted, and the access to the client records can be by city or street within the city.

Commissions

The OASIS System contains a commission process in which you will be able to identify commissions for units sold or a percentage of penetration.  We have found that thought we offer a basic commission structure, each company has its own unique commission process.  Therefore, we will usually customize this process based upon your needs.

Functions

Sales Territory

The Sales Territory option will allow you to establish areas that can be assigned to your staff and/or sales persons.  The Sales Territory will be associated with customers and services for tracking of commissions.

Sales ID Information

The Sales ID Information option will allow you to establish and maintain information about your various sales staff.  This information will include name, address, commission level, salary, commission plan, etc.

Commission Plan

You will be able to establish and maintain various commission plans that can be assigned to your sales staff.  Once again, we found this area to be highly customized since no two companies have the same commission structure.

Rate Planning

The Rate Planning (Recurring Charge Section) is divided into three groups.  The first group is standard monthly recurring changes that are calculated at the beginning of each billing cycle.  The second group is the multi monthly charges used for discounting purposes such as annual fees.  The third group is monthly recurring charges for subscribers where the charges are not standard, but different for each subscriber.  All of these charges can be prorated as they are assigned to new subscribers.  Also, Rate Planning can indicate a usage plan if needed, such as providing on line games, interactive services, etc.  This type of Rate Plan will give you a flexibility for providing different costs of services based on an activity.

Functions

Standard Monthly Recurring Charges

Charges are calculated at the beginning of each billing cycle for all monthly recurring charges.  These charges then appear on the subscriber's bill and in their history information.

Individual Monthly Recurring Charges

The individual monthly recurring charges are set up to enable a subscriber to be charged on a monthly basis a recurring charge that is unique to their particular contract or situation.  This charge is reflected on the subscriber's monthly bill and in their history file.

Other Charges & Credits

Each OCC will be given a unique code and a descriptive name and tax profile.  There are no limits to the number of OCC's that can be applied to a customer's account during the billing cycle.  A typical example of an OCC is an installation fee.  OCC's can be utilized for credit.

Finance Charges/Late Fees

A feature of the system is the ability to add a finance charge or late fee for any past due billed amount.  You will have the capability to identify either a finance charge or a late fee.  The Finance Charge will allow you to establish different percentages for the various aging categories.  Therefore, a customer who is thirty days late could pay a different finance charge then a customer who is ninety days late.   The Late Fee would be a flat fee that would be applied to each customer based upon either their total balance or billed balance.  The Late Fee can be applied also to balances over an identified amount.

Bill Production

The Billing Production process should be performed in a manner that enables the business to maintain an adequate revenue flow.  Accounts can be assigned to any one of up to twenty billing cycles per calendar month.  The system will automatically assign a billing cycle to a new account that balances the system loading unless the automated cycle assignment is overridden.  This billing function utilizes the information gathered throughout the month from the on-line customer profiles.  The billing function is a batch function that is usually initiated when the on-line portion of the system is inactive.

FUNCTIONS:

Mailer

Bills can be produced utilizing a self-mailer.  This form of the bill provides the Cable Company with a hard copy of the bill for their records and a self-contained mailer, which includes a copy of the bill for the client and a return envelope with the subscriber's account number printed on it.  Billing messages are not included for this type of bill format.

8.5" x 11" Bill

A full 8.5" x 11" bill is also provided for use with the billing system.  It includes all charges and credits for each subscriber, and is intended for subscribers with more than eight transactions per month.  Bill messages can be included on this format.  This format is customized to meet the needs of the cable company.

Custom Bill

Dynamic Solutions will tailor a bill to our clients exact specifications.

Recurring Charges (MRC.)

MRC's are applied to the account on a full month or on a prorated basis, if appropriate.

Other Charges & Credits (OCC)

OCC's, as previously defined, will be applied to the account. 

Tax Calculations

The appropriate tax calculations are made in accordance with the tax tables defined by the user.

Balance Forward

All ending balances are carried forward with the new month's charges.  Additionally, all posted payments during the current period will be shown on the bill.

Billing Messages

The message section of the bill may be utilized for communication with the customer.  Such communications, defined by you, may be advertising in nature, genetic, or newsletter type information, payment acknowledgment or a dunning type message.

Bill Format

The system is capable of generating either a 4" x 7" bill or an 8 1/2" x 11" bill format.  Once selected, the bill format must be utilized for all customers.  The calls can be listed in either terminating call sequence or by time and date sequence.

Inquiry of Customer Bill Information

Bill history information is accessed by account number and is available for prior months if the user has adequate disk space on their system to accommodate the disk storage requirements.  The number of bill histories to be maintained in the system is determined by the user.

Post Billing Update

At the conclusion of the billing process, the system updates the on-line accounts receivable files to show the new current month and the new account aging.  Additionally, a general ledger type transaction file can be created based on individual requirements.

On Line Bill Reproduction

The OASIS System contains two options that will allow you to view or print a bill that has been sent to a customer.  You will be able to access the bill image either by account number and billing date or by invoice number if being used.

Functions

Statement by Account Number

With the Statement by Account Number option, you will be able to view and print a customer’s bill based upon their account number and billing date.  The bill image will be the exact copy of what was sent to the customer.  Therefore the customer service representative is seeing the exact information that the customer is seeing.

Statement by Invoice Number

When billing is ran, the OASIS System will assign a unique invoice number to all statements.  This number can be used to view and print a bill as needed. 

Management Reporting

The following is a PARTIAL listing of some of the standard reports presently generated by OASIS CLIENT SERVER.  As new reports are constantly being added, this list does not reflect all reports currently in the system.  Also report writer software can be used to access the database on OASIS PC.  The report writers can either access the BTRIEVE file directly via SQL.  

Address Listing Report:  Account number, client address, purchase order number, tax exempt code and active code.

Name Data Listing Report:  Account number, customer name, purchase order number, tax exempt code, active code, beginning monthly balance, current balance, attention, expiration date, contact name, alias code, phone contact 1 and 2, start date of account, billing cycle number, number of units, credit limit, service charge amount, equipment rental code, aging amount from 0 to 30 days delinquent, aging amount from 31 to 60 days delinquent, aging amount from 61 to 90 days delinquent, aging amount from 91 to 120 days delinquent, aging amount over 121 days delinquent, currency code, sales ID number, sales territory, delinquency status, unbilled balance, surcharge exemption code, finance charge exemption code, units Number 1 and 2 identification, inventory number, start date of service, and active code status.

Service Listing Report:  Account number, customer name, purchase order number, tax exempt code, active code, beginning monthly balance, current balance, attention, expiration date, contact name, alias code, contact phone number 1 and 2, start date of account, description of services, Unit 1 and 2 numbers, inventory number, start date of service and service status.

Transaction Register Report:  Account number, customer name, transaction type, sequence number transaction amount one, transaction amount two, transaction amount three, transaction amount four, transaction date, effective date, posting date.  This report can also be printed as a "totals only" report.

Short Aging Report:  Account number, customer name, current balance, beginning balance, unbilled transactions, and delinquency aging amounts 0-30, 31-60, 61-90, 91-120, and over 121 days delinquent.

Long Aging Report:  The same as the short aging report, with the following additional fields:  expiration date, contact name, billing cycle, phone contact number 1 and 2, number of units, tax exempt code, credit limit, tax code, unit numbers 1 and 2, inventory number, start date of service, and active code.

Purchase Order Expiration List:  Account number, company number, site number, sub-account  number, customer name, purchase order number, expirations date, contact date, first name, middle initial, delinquency code, billing cycle, phone number contact 1 and 2, tax exempt code, credit limit, balance due and building/apartment code.

History Of Services:  Service code, service description, number of subscribers for the past 12 months in monthly descending order and the average for the number of subscribers for the past twelve months.

Credit Limit Reports:  Company number, site number, account number, sub-account number, active code, credit limit, balance due, start date, delinquency code, tax code, billing code, customer name, phone number contact 1 and 2, contact name, first name, middle initial, and building/apartment code.

New Account Report:  Company name, site number, account number, sub-account number, customer name, purchase order number, start date, credit limit, balance due, last month in advance amount, sales ID sales territory, tax code, currency type, first name, middle initial, building/apartment code, service code, service increment number, unit number, and service description. 

New Service Report:  Company name, site number, account number, service code, service increment number, start date, unit number, inventory number, unit number 2, serial number, last update indicator, transaction prefix, number of free calls, promotional code, scheduled disconnect date, actual disconnect service date, proration code and service description.

Service Audit Report:  Account number, service number, company name, first, second and third line of customer address and zip/postal code.

Contact Type List:  Company number, site number, creation date of contact type, contact type code, active code and contact type description.  Totals are maintained by contact type records.

Contact Product Type List:  Company number, site number, creation date of product type, product type code, active code and product type description.  Totals are maintained by product type records.

Contact Response Type List:   Company number, site number, creation date of solution type, solution type code, active code and solution type description.  Totals are maintained for solution type record.

Customer Contact Report: Company number, site number, account number, sub-account number, contact name, date of contact, note reference number, priority code, contact status, logon ID of representative, follow-up date, contact code, product code, response code, solution code, contact type code, product type code, solution type code, contact name, phone number contact, client or company name, first name and middle initial.  Totals are maintained for total service records.

Follow-Up Contact Report:  Company number, account number, sub-account number, contact name, date of contact, note reference number, priority code, contact status, logon ID of the representative, follow-up date, contact code, product code, response code, solution code, contact name, phone number of contact, client or company name, first name and middle initial.

Contact Summary Report:   Contact type codes and product type codes.  Totals are maintained for total control records of product type and contact type.

Control Table Transaction List:  Company name, site number, application code, transaction number, description of service, active code, service code type, tax code for this service type and service charges.

Control Table Service List:  Company number, site number, service code, description of service, monthly service rate, monthly service charge, discount two threshold, monthly service rate for the second threshold discount, monthly service charge for the second threshold discount, discount three threshold, monthly service rate for the third threshold discount, transaction number for the service, active code for the service, tax code for the service, discount four threshold, monthly service rate for the fourth threshold discount, monthly service charge for the fourth threshold discount, discount five threshold, monthly service rate for the fifth threshold discount, monthly service charge for the fifth threshold discount.

Control Tables And Control Records Report:  Company number, site number, application code, suffix number, transaction prefix, service code type, transaction sequence number, company name, geographical site location, federal tax code, finance charge 1, 2, 3, and 4 number of months for a bill inquiry, prorations active, finance charge active, surcharge active, surcharge percentage, last statement balance, cycle number, note reference number, finance charge transaction code, surcharge transaction code, last month in advance transaction code, basic setup transaction code, basic setup charge amount, setup charge active code, last month in advance active code, group transaction codes 1 through 10, voice mail setup charge, voice mail transaction code, voice mail setup charge active code and voice mail active transaction code.

Control Table Tax Record List:  Company number, site number, application code, suffix number, tax percent code, tax record increment number, tax record active code, description of the tax, tax code for services and tax percentage.

Inventory Re-Order Report:  Company number, site number, location, industry code, item code, supplier, description, manufacturer name, manufacturer model, quantity in stock and actual amount area to enter an amount that need to be ordered.  The actual column appears as an underscore to enable the company representative to review the audit figures and physically write an amount in the underscore area indicating an actual number that needs to be ordered.

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Last modified: 10/03/09