Michael DuBrey-Lefler Debra Clayter CIS NEW FUNCTIONALITY Michael DuBrey-Lefler Debra Clayter

CIS New Functionality Let the learning begin!

149037: Last 4 SSN Main Inquiry Search A new search option for 'SSNO - Last 4 digits' has been added to Main Inquiry. This search option allows users to perform a search using the last 4 digits of a Members SSN.

149603: Back Date a Connect Existing SO When the configuration SERVICE ORDER > ALLOW REQUIRED DATE BACKDATE Y/N is set to Y, the user will have the ability to back date Connect Existing and Reconnect Service Orders. 152500: Monthly Reads From Daily Reading Data A modification was made to facilitate the creation of monthly billable reads from daily reading data. This only applies to utilities who use the FLAT or CMEP options for the Daily Reading Source.

150348: Outage Call Back Checkbox The Call Back checkbox on the CIS Outage Input form will now default based on the value specified for the OUTAGE > CALL BACK CHECKBOX DEFAULT configuration (default is UNCHECKED).

151217: Spouse Only Annual Meeting Registration The Member Annual Meeting form was enhanced to indicate if only the Spouse/Joint Member have registered for the Annual Meeting.

155297: Super Meter Reading Types New Meter Reading Types have been added for Super Off-Peak KWH, Super Off-Peak KW, and Super Off-Peak Received KWH. Additionally, these readings may be imported under the Custom Meter Reading file format. 160368: Manual Prepaid Connect/Disconnect Orders CIS has been enhanced to automatically generate a Prepaid Manual Connect or Disconnect Service Order if a Connect or Disconnect request fails due to an error returned from the AMI Vendor. This is controlled by the configuration PREPAID > CREATE_MANUAL_SO_ON_ERROR_YN.

156736: Attribute Search The 'Add Attribute' form was enhanced to include a Search option when adding an Attribute to an Member, Account, Service, or Meter.

156914: Partial Refund of Deposit The Manual Deposit Refunds process has been enhanced to allow an account to receive a partial refund of a fully paid deposit. In order to take advantage of this function, the configuration DEPOSITS > ALLOW PARTIAL REFUND Y/N will need to be set to Y.

157086: Warning Message for Group Billing A warning message will alert users who attempt to create a group billing with accounts that are assigned to different billing cycles OR if the user tries to add an account to an existing group that does not match the billing cycle for the existing accounts in that group. In order for this message to appear, the configuration BILLING > GRP BILL WARN must be set to Y.

160835: Process Consumer Billing Refund for Free Form Amount The Consumer Billing Refunds process has been enhanced to allow an account to receive a partial refund of an existing credit balance. Additionally, the refund process has been enhanced to allow the utility to issue a refund to an account that does not have a credit balance. Two new configurations have been introduced: CBREFUNDS > ALLOW_PARTIAL_REFUND: Does the utility allow partial refunds of a credit balance? The default value is N. CBREFUNDS > ALLOW_REFUND_WITHOUT_CREDIT_BALANCE: Does the utility allow a refund to be issued to an account without a credit balance? The default value is N.

161657: Pending Disconnect/Reconnect Red Message A red warning message with the date/time stamp will appear in the Account browser and Individual Payment forms when a Cutoff Account has been sent to the AMI system for Disconnect or Reconnect and is still being processed.

161707: Multilingual Options for OpenAccess OpenAccess has been enhanced with the ability to use Google Translate. Please contact CIS Support if you would like to enable this feature.

162159: Reconfiguration of Echeck Payment Page The WEB configuration for ECHECK_FIELD_ORDER will allow the utility to specify the order in which the Bank Account Number and Bank Routing Number fields should be displayed on the Payment page of OpenAccess when paying by ECheck. The options are: ACCTROUTE (default) or ROUTEACCT.

163438: reCaptcha Options The ability to use reCaptcha functionality on the OpenAccess registration, set password, and Request for Service pages has been added. The utility must obtain and provide to CIS Support, a unique set of keys, before the new WEB configurations can be enabled. USE RECAPTCHA REGISTER USE RECAPTCHA PASSWORD USE RECAPTCHA SERVICE REQUEST

163438: reCaptcha Options To obtain your unique keys: Log into https://www.google.com/recaptcha/admin#list with a google account.   Select reCAPTCHA v2. Should be checked by default. Enter the domain address of your OpenAccess server (ex: billing.eea.coop) Select to Accept the reCAPTCHA Terms of Service. Select to Send alerts to owners. Click Submit. Provide the Site Key and Secret Key to CIS Support. Example: 6LdkCYgUFUAU2P4Bu0xLyOJhIAou3SS4rNVl0DKr

163438 Cont.: reCaptcha Options

163438 Cont.: reCaptcha Options

163438 Cont.: reCaptcha Options

163438: reCaptcha Options

167520: Display Month Name in Billing XML The configuration STATEMENTS > NUMBER OF GRAPH MONTH LETTERS will indicate how many letters from the name of a month will be generated in the <MONTHS> element in the <GRAPH> section of the Billing Statement XML File. The options are ONE (the default) and THREE.

155961: Cancel/Rebill Functionality COMING SOON! The Cancel/Rebill functionality will provide a means of adjusting a prior historical billing for an account and generating a correction invoice. Please contact CIS Support for more information as additional setup and cost may be involved to enable this feature.

THANK YOU FOR BEING ALL EARS! ANY QUESTIONS ?  ?