Charge type: Fixed

A fixed charge (also called a customer charge) is a single-dollar value added to a customer bill. It can be applied once per billing cycle or once every day in the billing cycle.

Fixed charges can be unique or shared.

Configuring a Fixed 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 Fixed from the dropdown menu to create a unique Fixed charge, or select Shared Charge > Fixed to create a shared Fixed charge.

  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. 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.

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

  11. 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.

  12. Select the Report Type for this charge.

    • Reportable. Charge results appear in reports.

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

  13. Select the Apply Charge frequency (e.g., By Billing Cycle), By Day, By 30 Days, By 31 Days).

  14. Click Save on the toolbar.

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