Creating a Template Line
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Open the Template Properties window for the template to be modified. Then click the Lines tab.
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Click the Plus button. The Create Line window will open.
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In the Caption field, type the name to appear throughout the system and on the bill.
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In the Help tag field, type the "fly-over hint" for the bill entry screen. This is intended to assist bill entry staff in understanding what information is to be entered, in what format, etc..
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Select the Required check box if the line item cannot be left blank during bill entry.
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Select the Commodity from the drop-down list.
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Select the Type from the drop-down list.
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View more information about the selected type by clicking
. The Type Properties window will open. Exit by clicking Close.
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Select the Unit from the drop-down list.
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Select the Cost from the drop-down list.
! WARNING: If the observation type you have selected allows you to choose a Unit AND a Cost from the drop-down boxes, DO NOT choose JUST a Cost. You need to choose either JUST a Unit or BOTH a Unit and a Cost. If you just want to track a cost, it is recommended that you choose an observation type of ‘Charge’ or a similar cost-only observation type. ! - (optional) Click the Carry Forward... drop-down box to select a value to carry forward from the previous bill.
NOTE: Items in the Carry Forward... list are derived from currently-defined template lines). The Carry Forward... option can be a timesaver in bill entry for certain charges or fees that do not change from month to month, as well as for templates that include meter reading data ("current reading" value from the previous bill can be carried over as "previous reading" in the new bill). -
If necessary, limit the appearance of the line item to a particular SEASON by create a recurring begin date for the template line by clicking
next to the Start field. The Recurring Days window will open.Follow the instructions for Setting Recurring Days.
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If necessary, create a recurring end date for the template line by clicking
next to the End field. The Recurring Days window will open. The line item will only appear on the template during the defined season.Follow the instructions for Setting Recurring Days.
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After making your selections, click OK. The Create Line window will close.
