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AgdaPkt 2019-05-06 Joint SA PFA
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AgdaPkt 2019-05-06 Joint SA PFA
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Last modified
10/1/2020 3:58:50 PM
Creation date
5/2/2019 3:54:27 PM
Metadata
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Template:
CC Index
CC Index - Document Type
Agenda Packet
Meeting Type
Regular
Agency Type
City Council and Successor Agency and Public Financing Authority
Date
5/6/2019
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6.A. - Page 55 of 68 <br />Customer Id i% <br />Version 2.0 <br />i J <br />4 F, —J of 2 o, <br />Find I REE <br />Open Payment Arrangements <br />Customer <br />ld:°% <br />Arrangemen- # Custom, Id <br />Customer Name <br />ArrangedAnlaunt <br />Amount Paid Remaining Balance <br />1233 <br />1041777 <br />John Smith <br />$198.98 <br />$0.01 <br />$198.98 <br />1237 <br />1029845 <br />Jots Smlh <br />S73a.99 <br />$0.07 <br />3738.99 <br />1247 <br />1035825 <br />John Sm1h <br />$233.16 <br />$0.03 <br />$233.96 <br />1409 <br />1011218 <br />John Smith <br />$215.53 <br />$145.63 <br />$72.85 <br />14391056108 <br />John Smith <br />$364.09 <br />$223.02 <br />$141.07 <br />v <br />40 -,Jo,- .06- <br />a." R <br />..of' fir <br />O <br />C. Use Case: Management would like to see a listing of all open payment arrangements, including <br />totals for what has been paid, and what is still outstanding. They would like to compare this to past <br />reports to determine whether they are creating more payment arrangements today. <br />3.3 Penalty Assessment Batch By Customer Account <br />This report will display details of a specified Penalty Assessment Batch. <br />A. Report Parameters <br />■ Penalty Batch # - Unique Batch I D for the penalty batch <br />• Sort By — Determines the sort order <br />• View Detail — If marked True, will separate out the Account #, Bili #, and Bill Description for <br />each Customer <br />B. Report Output <br />■ Customer Id, Amount Due, Penalty Amount, Totals <br />■ This report will return a list of Customers that were assessed a penalty within a specific <br />Penalty Assessment Batch. Depending on whether you select True or False for the View <br />Detail parameter, the report will either summarize by Customer, or split out by Customer <br />Account and Bill. <br />REV: 04-23-19 PR <br />Page 51 of 64 <br />TruePoint Solutions <br />-51 - www.truepointsolutions.com <br />ATTY/AGR.2019.106ITruePoint TrueBill Utility Billing System 63 <br />
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