Charge type: Bill adjustment

The bill adjustment charge applies a multiplier to a group of charges. It does not modify the charge results. It actually creates another charge result that contains the adjustments to each charge selected. This new charge is added to the Total Bill.

Bill adjustment charges are unique and cannot be shared across rate schedules.

Configuring a Bill Adjustment Charge

1. Go to Rate Modeler > Create or Edit > Rate.

2. Select the Charges tab.

3. Right-click in the tree pane and select Add Charge.

4. Select Bill Adjustment from the dropdown menu.

5. Enter a Name and Description for the new charge and click OK.

6. Select the Class or classes to assign this charge to.

7. Enter the Charge Amount Effective Date.

8. Click OK.

9. In the Enter Value dialog, enter the multiplier for this Bill Adjustment charge. Use a decimal, not a percentage. For example, use .02, not 2%.

10. Enter a General Ledger Code or GL Code for the determinant block. This GL Code is often critical to the AMI Billing Export process. Most billing systems require a determinant-level identifier to process the billing determinants.

11. In the tree, click the name of the charge you just created (at the top level of the hierarchy).

12. Select a Prorate Type. If a billing period crosses an effective date, the proration type determines how the charge is applied.

    • Use End Date Price. A single billing determinant results. The charge that was current on the billing period’s end date is applied.

    • Use Start Date Price. A single billing determinant results. The charge that was current on the billing period’s start date is applied.

    • Effective Date. A single billing determinant results. This is the sum of two charge results, one for the billing period ranges before the effective dates, and one for after.

    • Use Separate Determinants. Two billing determinants result, one for each effective date range.

13. Select the Report Type for this charge.

    • Reportable. Charge results appear in reports.

    • Not Reportable. Charge results do not appear in reports.

14. (Optional) To apply this multiplier to every charge in the current rate schedule, select Apply To All Charges. Leave this checkbox blank to apply the multiplier only to selected charges.

15. (If you selected Apply To All Charges, skip this step.) To add individual charges to this Bill Adjustment charge, click Add.

16. (Optional) Select a Power Factor Adjustment.

17. Click Save from the toolbar.

18. (Optional) Right-click items in the tree to add more attributes at that level, or to modify or delete existing attributes.