How to Use Banyon Data Conversion Program

Transcription

1 UTILITY BILLING CONVERSION GUIDE ENTITY _ PHONE # CONTACT SOURCE (SOFTWARE PROGRAM TO CONVERT FROM): (ASCII, Microsoft Access are the preferred data formats) DATA LOCATION _ Attach copy of Ordinance or Regulations listing rates, rate tiers, services billed, penalty information, Meter Reading Device and AMR software used, etc. Do you bill monthly or quarterly Do you want your bills separated by billing group (i.e. Residential, Commercial or by Books, Routes)? Why do you want to separate by group What is your late fee % or flat amount Do you penalize all balance or only current Is a customer s sewer charge based on the water consumed Any special services to setup. Please explain

2 REQUESTED CONVERSION FIELDS (CHECK ALL THAT APPLY) Billing Group # Account # Last Name First Name Owner Address 1 Owner Address 2 City State ZIP code Billing Address 1 Billing Add 2 City State Zip Phone # PIN # Service # Service Name

3 Services Based on Other Service # Rate # Rate Name Book (Route)# Route (Stop)# Taxes Code Tax Percentage Enter Correct Serial # Meter Info Meter Reading System Used _ (ie. Neptune, Beacon, Badger, Orion, Hersey, Sensus, etc) Meter Reading Meter Current Usage History Usage (1-12) Meter Current Usage History Usage Service Balances (As of Date - - ) Direct Pay Info Penalty Balances

4 Programmer Check Off Entity Information completed Data, as requested, completed Software Tested (bill calc, pen calc, RW, etc) Testing Employees: _ / / POST CONVERSION ISSUES TO BE RESOLVED:

5 OTHER: Verifying your converted data Although the conversion program is designed to convert your data as accurately as possible, there are some instances when the conversion may not convert all data correctly due to data corruption or other anomalies within the The Original Software Data. Use the following steps to verify that your data has been converted correctly. 1. Start BANYON DATA software and open the Utility Billing software applications. 2. Make all necessary changes as noted by Banyon Data Systems in the post conversion analysis. 3. In The Original Software Data, print the Account Balance Report and Meter Readings Report. 4. In BANYON DATA, print the same as above. 5. Compare the reports. If the information contained in the The Original Software Data reports does not match the BANYON DATA reports, you will need to determine which transaction(s) are invalid or missing and enter those transactions into BANYON DATA manually. Other reports are available in both programs if you cannot determine the discrepancy using the reports listed above. 6. In The Original Software Data After-the-Fact Payroll, print the Employee and Payroll Register Reports, Accumulations Report(s), and other reports necessary. 7. In BANYON DATA, print the all Reports suggested by Banyon Data Systems. 8. Compare the amounts on the The Original Software Data and BANYON DATA Utility Billing reports and note any discrepancies. You can make manual changes to any payroll amount in BANYON DATA. YOU ARE ULTIMATELY RESPONSIBLE FOR THE CONDITION AND ACCURACY OF THE DATA CONVERTED. WE WILL DO OUR BEST TO ENSURE THE DATA IS CORRECTLY CONVERTED, BUT WE DO RELY ON YOUR REVIEW AND COMMENTS. IMPORTANT: Should the old data need to re-converted due to delays in getting data or repeated delays in pinning down training dates, Banyon Data may find it necessary to charge a fee for second and even third conversions. If you encounter problems If you encounter problems while converting client data from to your BANYON DATA software but are unable to reconcile the data using the various reports and tools in BANYON DATA, contact Banyon Data Systems at support@banyon.com or call (800)

6 FAX completed form and attachments to (952) or attach to to address Entity s Authorized Signature for Conversion Review _-_- Date