How do I set up User Edits

To setup User Edits;

From the Start1 Menu - #1 (Customer Information), then # 19 (Riata), then #20 (Maintenance Items), then #15 (Set up User Edits) – Enter 9 to Add or 2 to Change

Or

From Riata Programs Menu – Select ‘User Edits’ then click on the button needed. (Add New, Delete, Edit, Etc.)

FIELD 01	FIELD 02	DESCRIPTION / FIELDS 03-08
	MAKE-NO-IFBALANCE	Setup this User Edit to keep Accounts as Active (not a permanent disconnect), if all Phones and ID's are Disconnected and any of them still have a Balance. Field 1 = ACCOUNT-PERMISC Field 2 = MAKE-NO-IFBALANCE Field 3 through 8 = Leave Blank This example would make it so that any Account with no Phone Numbers or ID’s and has a Balance will not be permanently disconnected. This is not implemented and my not be as of 10/06/2007
ACCOUNT-PERMDISC	MAKE-NO-IFBALANCE
ACCTTYPE1		Can change the names listed in the account type drop-down box to reflect your own companies account type. (ACCTTYPE1 through ACCTTYPE7) The example below would cause Active C to be in the dropdown box.
ACCTTYPE1		Active C
ACHNO***		This User Edit will replace the *** in the ACH file for '***CO', '***BL and '***AP' with ' CO', ' BL' and ' AP' when you create the Payroll Direct Deposit or the ACH/Credit Card file. Field 02-08: Leave blank The example below would cause ' CO' to be sent instead of '***CO'.
ACHNO***
ADJUSTMENT-%	TARIFF-ALL-MONTH	This user edit is used to enter the tariff codes when using the 'Adjustment Based on a Percentage of Recurring'. The tariff codes entered if doing an add will get 100%. If doing a subtract the tariff codes will get 0%. Field 1: ADJUSTMENT-% Field 2:TARIFF-ALL-MONTH Fields 3-8: have tariff codes. There can be 3 tariff codes per line. Key a period between tariff codes. If the tariff code is not 5 characters long, key leading/trailing blanks to make the length of 5. Example: ' ABC. ABCD.ABCDE'. One of the tariffs would need to be entered as a recurring tariff code on each of the customer’s phone number. This example would give a 100% on add or 0% on subtract for the tariff codes ABC, ABCD and ABCDE.
ADJUSTMENT-%	TARIFF-ALL-MONTH	Field3: ABCDE. ABC. ABCD
ALLDISC	TOLGRP	When the last number of an account is disconnected, this allows you to move that account into a specified toll group. The example below would move the account to the toll group specified.
ALLDISC	TOLGRP	425
APGLDESCRIPTION		This makes it so in AP Expense Posting; you can use the detail description rather than the heading description when making the G/L entries. If there is a detail description, a separate record will be generated and not grouped together with others with the same G/L. This example will cause separate G/L records if there is a detail description when doing AP Expense Posting.
APGLDESCRIPTION
APLOCATIONIFBUDGET		This User Edit would Require the 20 Character Special Code to be entered, if a Budget Code is also Required. If the Budget Code is required and you add this user edit the 20 character Special Code will also be Required. Fields 02-08: Leave blank The example below would cause the 20 character Special Code to be required.
APLOCATIONIFBUDGET
APNODUPEBUDGET		This code is used in AP Entry to not duplicate the budget code from the line above. If a budget code is needed, one will have to be selected. This example will stop the Budget Code from being automatically updated from the line above.
APNODUPEBUDGET
APNOPULLWOPROJECT		This code will stop the Project Code in Work Order Master from being pulled in to Accounts Payables Special Project Code. This is if you enter a Work Order as part of the A/P invoice. Key this code in the first field. Leave fields 2 - 8 blank. This example will make it so the W/O Project Code is not pulled in to A/P Entry Special Project Code.
APNOPULLWOPROJECT
APPOPAIDDETAIL		This user edit is used when you want to pull the paid quantity and amount from P/O into A/P entry. Leave fields 2 - 8 blank.
APPOPAIDDETAIL
APPROJECTREQUIRED		Use this to require a project number on any a/p entry that has the last 4 digits of the budget codes that are set up in fields 3-8.In his example any entries with budget code that ends in 2000 would require a project code.
APPROJECTREQUIRED		2000
ARGLACCOUNTS	accttype & Co#	This code is used to let the system know what G/L accounts you want to use for each account type & 1 digit company #. Field 3 has the A/R G/l account. Field 4 has the Bad Debt G/L account. Field 5 has the Cash G/L account. Field 6 has the Federal Tax G/L account. Field 7 has the State Tax G/L account. For account type 1(active accounts) the G/L accounts still come from the control file, #14 on system maintenance menu. Account type numbers are in the order that they are shown in your drop down box on the Main Account Riata screen. This is used by cash receipts, write-offs, and billing G/L entries. This example shows what accounts the system will use if you have an account type 2(not active), for company 4.
ARGLACCOUNTS	24	1180.75 5083.00 1120.10 4010.45 4010.46
AUTOCHECK-GOVID-NO		If you do not want service order entry or service order entry 2007 to automatically check for like government id's, use this edit.
AUTOCHECK-GOVID-NO
AUTOCHECK-NAME-NO		If you do not want service order entry or service order entry 2007 to automatically check for like Names, use this edit.
AUTOCHECK-NAME-NO
AUTOMATION-DRIVE		This has the Drive Letter that the automation programs use to store files in. Field 3 has the 1 character Drive Letter
AUTOMATION-DRIVE		Field 3:N
AZAR		This code will put the tariff code in for the AZAR pay per view events. The example below will use TARF1 for PPV pay per view events and TARF2 for PPVX pay per view events.
AZAR	PPV	TARF1 TARF2
AZAR		This code will put the tariff code in for the AZAR pay per view events for each city code that you set up. You will need to add the city code to the end of PPV for example PPVAA for city code AA. You will need to set up a default tariff in AZAR PPV and put the default tariff in field 3. The example below will use TARF1 for city code AA pay per view events.
AZAR	PPVAA	TARF1
BALANCE-DUE-ONLY	PRIOR-MONTH-CREDITS	If this user edit exists then when middle of the month payments and credits are applied to get a "New Current Balance" for the account, only one time credits what were marked as Prior Month Credits on the Non-Recurring Charges screen will be used. Credits not marked as Prior Month Credits will be ignored. Fields 3-8 are blank
BANK-RECONCILE	PAYROLL-NO-NAME	This user edit will be used to not include the name in the payroll reconcile file. The Check # will be output in place of the name. In the example below, the check # will be put in the reconcile file in place of the name.
BANK-RECONCILE	PAYROLL-NO-NAME
BANK-RECONCILIATION	01	This user edit is used to determine what Format is being used for the PC input file for reconciliation. Field1: BANK-RECONCILIATION Field2: (FORMAT) Fields3-8: BLANK In the example below the BANK-RECONCILIATION would use format 01.
BANK-RECONCILIATION	01
BARCODEWIDE		Allows you to print a barcode for the Account Number that is a larger print. This would be used if your scanner can't read the normal barcode. Because the barcode is larger, it has to start more to the left on the page. This code is checked when printing statements and late notices. Fields 02-08: Leave blank The example below will allow the bar code to be printed.
BARCODEWIDE
BARCODEWIDE2		Allows you to print a barcode for the Account Number that is a larger print. This would be used if your scanner can't read the normal barcode. This barcode is larger than the original but smaller than the BARCODEWIDE option. This code is checked when printing statements and late notices. Fields 02-08: Leave blank The example below will allow the bar code to be printed.
BARCODEWIDE2
BCGI-MISC *ENC		This user edit contains misc. information about BCGI. Field1: BCGI-MISC *ENC Field2: Field3: passcode Field4: site username Field5: site password Field6: timeout Example:
BCGI-MISC *ENC		mypasscode
		myusername
		mypassword
		100
BCGI-SITE		This user edit contains the site address for BCGI webcare. Field 1:BCGI-SITE Field 2: Fields 3-8: concatenated site address including https:// Example:
BCGI-SITE		https://care.bcgi.ne
		t/bcgiwebcare
BILLGLCOMOVE	xFROMy	This allows you to move to your A/R G/L account in one companies G/L the amounts that the Revenue was posted in another companies G/L. x is the 1 char to billing company 1 and y is the 1 char from company #. If you have 2 G/L Companies and you send all charges on 1 customer statement, and part of the revenue is posted to company 1 and part is posted to company 2 and the actual customer is a company 1 customer then you use this to move to company 1 1180.xx account everything that was posted to company 2 and then in company 2 g/l we credit 1180.xx and debit your offsetting g/l account #. The following example assumes billing company 1 goes to g/l company 12 and billing company 2 goes to g/l company 17. The following example would move to G/L company 12 any revenue for company 12 billing customers where you posted revenue to company 17. In Company 12 we would debit 1180.10 and credit 4010.66. In company 17 we would debit 4010.67 and credit 1180.10
BILLGLCOMOVE	1FROM2	12
		1180.10
		4010.66
		17
		4010.67
		1180.10
BILLINGGLCOTAXKEEP		This code tells the system that when making Billing G/L and you are moving only the Revenue Amounts to the individual G/L Companies, that you want to keep the Federal & State Taxes in the assigned Co. Example - if you want to move the total and taxes to G/L company 1 do NOT use this code. If you want to move just the total A/R but not the taxes, but keep the taxes in the assigned company G/L then enter this code. This only applies if you have selected Y to "Just Move Revenue To Other G/L Company "
BILLINGGLCOTAXKEEP
BILLINGNOTESTARTDATE		This will run a job in Step 2 of Month End Billing that will generate a note if the Start Bill Date on a Recurring Charges is in the future. The example below will cause a note to be printed on the statement if the date of the Recurring Charge is dated in the future.
BILLINGNOTESTARTDATE
BSTA5POMRENDPRT		This code will allow you to end the printing of the bill detail earlier to allow room for the OMR mark to indicate the last page for the bill. This is for statement format BSTA5P where two pages are printed on each side of paper. Indicate in number of inches where you want the printing to stop. This only affects the left side of the sheet of paper. Field 1 will have the code. Field 2 will be blank. Field 3 will have the value in Inches where the printing is to stop. Example: 6 inches would be 06000. There is an implied decimal position of 3. Leading zeros need to be keyed. Fields 4-8 will be blank. The following example will cause the detail to stop at 5 1/2 inches down.
BSTA5POMRENDPRT		05500
BSTA5PSPECIALFONT		This code will use a special font when printing detail for BSTA5P style statements. All printers are not the same. The font is a smaller print so everything will align and Total Charges will be in the total boxes. The example below will use a special font to print detail smaller so everything lines up. BSTA5P Statement format.
BSTA5PSPECIALFONT
BSTA6P-BILLTYPE-DESC		This User Edit will allow you to print a longer section header description on your statements. This is for those using BSTA6P as their statement program. Set up this User Edit for each bill type and/or billing cycle that needs a longer description to print or if you need a different Description for each Billing Cycle. This will print in place of the description from the Bill Type setup. (Leave Billing Cycle blank and All Billing cycles use this Description, except cycles identified in another BSTA6P-BILLTYPE-DESC user edit). Field 1 = BSTA6P-BILLTYPE-DESC Field 2 = 2 Character Bill Type Code followed by a decimal then 1 Character Billing Cycle Code (Example: CL.2 ) Fields 3-5 = Key in new description. (Use F2 to allow lower case letters) Fields 6-8 = Leave blank The example below would cause description 'Cellular Service' to print for bill type 'CL'
BSTA6P-BILLTYPE-DESC	CL.2	Cellular Service Bill Type and Billing Cycle 2
BSTA6P-MORE-DESC		Use this User Edit to Print all of the Description from Recurring & Non-Recurring Entries when printing Statements. In order for more of the description to print, the size of the letters had to be made smaller. This includes the Dates, Phone Number and Amount, if they are printing with the description. This example will print all of the Description from Recurring & Non-Recurring Entries on Statements.
BSTA6P-MORE-DESC
BSTA6P-SHOW-CIRCUIT#		This User Edit will let you print a Circuit ID# on statements.Works only if using statement program BSTA6P. You have the option of printing 3 different descriptions. 1) Circuit ID# from Physical Tab in Riata. 2) Description 1 from Facility Access Service Billing. 3) Description 2 from Facility Access Service Billing. You can print any or all of these descriptions. Field 1: BSTA6P-SHOW-CIRCUIT# Field 2: Leave Blank Field 3: Y (Key a 'Y' if you want to show the Circuit ID# from physical tab in Riata) Field 4: Y (Key a 'Y' if you want to show description 1 from Facility Access Service Billing) Field 5: Y (Key a 'Y' if you want to show description 2 from Facility Access Service Billing) Fields 6-8: Leave Blanks The following example will cause Circuit ID# information from all three places to print on the statement.
BSTA6P-SHOW-CIRCUIT#		Y Y Y
BSTA6PACCTEVERYPAGE		This code is used to print the Account Number on every page, including the front page. This prints at the bottom left of the page. This is used if you save statements to some kind of optical drive to identify a new statement. You can also include a 2 character alpha field along with the account. This would show as XX 123456. The XX is keyed in field 3. Field 2 is left blanks. This example will cause XX + Account Number to print at the bottom of each page of statements.
BSTA6PACCTEVERYPAGE		XX
BSTA6PCONVERTPHONE		This code does two things for statement format BSTA6P. 1. If the phone number is going to print as 000-000-0000, the account number will print in its place. An 'A' will print along with the account #. Example: A123456. This applies to the front page and the detail page of the statement. 2. When a Special ID # prints, it will print without the hyphens and it will start with an 'S'. Example: S2084361912. This applies to the front page and the detail page of the statement. The following example will cause 000-000 phone numbers to print the an 'A' + the account number instead. It also will cause special ID #'s to print without the hyphens and proceeded by an 'S'.
BSTA6PCONVERTPHONE
BSTA6POMRENDPRT		This code will allow you to end the printing of the bill detail earlier to allow room for the OMR mark to indicate the last page for the bill. This is for statement format BSTA6P. Field 1 will have the code. Field 2 will be blank. Field 3 will have the value in Inches where the printing is to stop. Example: 6 inches would be 06000. There is an implied decimal position of 3. Leading zeros need to be keyed. Fields 4-8 will be blank. The following example will cause the detail to stop at 5 1/2 inches down.
BSTA6POMRENDPRT		05500
BSTA7PBANKCOMPNO		This code will be used to set up the bank assigned company number to be put on the bank OCR scan line. This scan line is used if customers mail there statement stub to a bank rather than directly to you. Key this code in field 1. Field 2 is blank. Field 3 has the company number in the 4 leftmost positions. The following example will cause 9559 to be the bank assigned company number to be used on the OCR scan line for statement stubs.
BSTA7PBANKCOMPNO		9559
BSTA7PBILLTYPEDESC		This user edit will let you set up what description will print on the front page of the bill for Local Service. With this code you can have one description for Home Service and a different one for a Business Service and a different one if the customer has both Home and Business Service. Key this code in Field 1. Leave Field 2 blank. Field 3 has the description for Home Service. Field 4 has the description for Business Service. Field 5 has the description for customers that have both Home/Business service. Fields 6-8 leave blank. The following example will cause 'Home Phone Service' to print for customers with only home service. Print 'Business Phone Service' for customers with only business service. Print 'Home/Business Phone Service' for customers with both home & business services.
BSTA7PBILLTYPEDESC		Home Phone Service
		Business Phone Service
		Home/Business Phone Service
CABS-CARRIER-NEXT	BILL-#	This user edit will store the next Billing # and Invoice # for cabs Bills. The last 6 characters of the Bill # and Invoice # will be updated with the information entered here. The numbers entered in Field 3 and 4 will be incremented each time it is used. Example (Bill# in #15 'Key Billing Companies' has 'ABCDE' in the first 5 characters of Bill#. After this user edit is setup and cabs bills run the Bill# will have 'ABCDE000012'. The same applies for Invoice #) The Bill # and Invoice # are stored by Carrier, Feature Group, State and Jurisdiction. When Close Out Cabs File #12 is run the file is deleted and new Bill# and Invoice # are created the next time cabs or special access are run. To set this up: Field3: 6 character Bill # Field4: 6 character Invoice # The example below would have 12 for the next Bill # and 8 as the next Invoice #.
CABS-CARRIER-NEXT	BILL-#	Field3: 000012 Field4: 000008
CABS-CONVERT-C-TO-D		This user edit is used to convert feature group C records to feature group D records. To set this up: Field1: CABS-CONVERT-C-TO-D The example below would cause the feature group C records to be converted to feature group D records.
CABS-PDF-EMAIL	FROM-ADDRESS	This user edit is used to know the from address to use when sending the CABS statement PDF from the Creating CABS PDF Files program Field 1: CABS-PDF-EMAIL Field 2: FROM-ADDRESS Fields 3-4: The from address to use Fields 5-8: Leave Blank The example below will use "johnsmith@syringawireless.com" as the from address when sending the CABS Statement PDF to the carrier.
CABS-PDF-EMAIL	FROM-ADDRESS	Field 3: johnsmith@syringawir Field 4: eless.com
CABS-PDF-EMAIL	MESSAGE-TEXT-FILE	This user edit lets the system know where the message text file is located. This file will be used to fill the message portion of the email in the “CABS PDF Statements” program. Field 1: CABS-PDF-EMAIL Field 2: MESSAGE-TEXT-FILE Fields 3-8: the path and file to use for the message. In the example below, the system will look in the N:\CABS folder for the CABS_Email_Message.txt file and use the contents of the text file as the email text.
CABS-PDF-EMAIL	MESSAGE-TEXT-FILE	Field 3: N:\CABS\CABS_Email_M Field 4: essage.txt
CABS-PDF-EMAIL	SUBJECT-TEXT-FILE	This user edit lets the system know where the subject text file is located. This file will be used to fill the Subject portion of the email in the “CABS PDF Statements” program. Field 1: CABS-PDF-EMAIL Field 2: SUBJECT-TEXT-FILE Fields 3-8: the path and file to use for the Subject. In the example below, the system will look in the N:\CABS folder for the CABS_Email_Subject.txt file and use the contents of the text file as the email subject
CABS-PDF-EMAIL	SUBJECT-TEXT-FILE	Field 3: N:\CABS\CABS_Email_S Field 4: ubject.txt
CABS-SPECIAL-TANDEM	(2 char Tandem code)	This user edit is used to setup the special tandems for cabs billing.
		Field2: Enter the special tandem code (2 char) ie, SY
		Field3-8: will be the NPA to change from a period and the NPA to change to
		In the example below for tandem SY if the npa is 208 we will change to 211.
CABS-SPECIAL-TANDEM	SY	Field3: 208.211
CABSNO	The special cycle code like 2 or 3 etc. 1 character only	We have made it so you can specify if you have a Special Billing cycle that does not have any CABS Billing so that you do not get an error messages when you run #15 to close out the files for the month. This is only for Special Billing Cycles that most of you do not have at this time. The system then looks for these codes and creates the necessary files that are normally created as you do CABS Processing. Run #15, 'Key Edit Fields/Parameters' and set up a new edit code: Field 01: CABSNO Field 02: The special cycle code like 2 or 3, etc. 1 character only Field 03: CABSNO The example below would cause the necessary CABS files to be built in Billing Cycle 2 without having to run the month end CABS Reports.
CABSNO	2	CABSNO
CABSNOTERM0000		Use this code to tell the system to throw out all Terminating Traffic for Carrier 0000. It is probably a combination of data from the switch. Fields 2-8 are blank
CABSNOTERM0000
CALLER-ID-FROM	DIRECTORY	This user edit will get the name for Calling Name Delivery from the Directory file. In the example below the name in the Calling Name Delivery file would come from the directory file.
CALLER-ID-FROM	DIRECTORY
CALLING-PLAN-AUTO		This user edit will be used when you have 1 calling plan and need to automatically add a second calling plan. Field2: Blank Field3: From Tariff code 1 (enter the current calling plan tariff code) Field4: To Tariff code 1 (enter the new calling plan tariff code) Field5: From Tariff code 2 Field6: To Tariff code 2 Field7: From Tariff code 3 Field8: To Tariff code 3 Be sure to enter leading spaces on tariff codes. The following example will add NW1 to anyone that has TRF01, NW3 to anyone that has TRF2, NW4 to anyone that has TRF03
CALLING-PLAN-AUTO		Field2: Field3: TRF01 Field4: NW1 Field5: TRF2 Field6: NW3 Field7: TRF03 Field8: NW4
CALLNAMENLA		This code tells the system when sending calling name delivery information. You can send Non List numbers with presentation indicator 'A'. This example will cause the Non List numbers to be sent in the calling name delivery with presentation indicator 'A'.
CALLNAMENLA
CASH-RECEIPT	PREDEFINED-DESCRIPTN	This edit will fill a dropdown list box in Riata Cash Receipts with the predefined descriptions that are in Fields 3-8. After a predefined description is selected from the dropdown list it will be moved automatically to the Description detail field and saved with the Cash Receipt. Field 1: CASH-RECEIPT Field 2: PREDEFINED-DESCRIPTN Fields 3-8: Each field contains a description to display in the dropdown list Multiples of this user edit are allowed. In the example below the description dropdown list in Cash Receipts will contain “Deposit – Phone”, “Deposit – Internet”, and “Inventory Return”
CASH-RECEIPT	PREDEFINED-DESCRIPTN	Field 3: Deposit - Phone Field 4: Deposit - Internet Field 5: Inventory Return
CASH-RECEIPT-MONEYT	Location Code	This edit will allow you to add money types to the Cash Receipt dropdown list. In Field 2 enter the 2 character location code. In Fields 3, 5 & 7 enter the 1 character Money Type followed by the description. In Field 4,6 & 8 enter the G/L Account Number with the decimal point and extension (xxxx.xx). If you wish you may also enter the G/L Company number after this preceded by a hyphen. (example 1180.10AAAAA-10) Field 1: CASH-RECEIPT-MONEYT Field 2: Location Code Field 3: AMoney Type Description Field 4: G/L for Money Type in field 3 (-Company number) Field 5: BMoney Type Description Field 6: G/L for Money Type in field 5 (-Company number) Field 7: CMoney Type Description Field 8: G/L for Money Type in field 7 (-Company number) Field 3 & 4 work together, Field 5 & 6 work together, Field 7 & 8 Work Together. They all have the same concept. Field 3 has the code and description. Field 4 has the G/L Account # with the decimal point and then the extension; the company number may be added as well preceded by a hyphen. The Money type code is entered in the first space leaving 19 spaces on the same line for the description. The edit below will add each money type to the Cash Receipt Dropdown list. "This is Money Type A" and "This is Money Type F" will be displayed in the drop down list. Note: Each Money type code may be entered only once per location. If it is found again it will not be displayed. The following Money type codes are already in use by system: " "'(Blank) - Checks, "B" - Currency, "C" - Coin, "D" - Direct Deposit, "E" - Credit Card, "I" - Discover, "M" - Master Card, "V" - Visa or Master Card, "X" - American Express, and "1" - None. Note: If you would like to have an existing money type go to a different G/L from what is in the G/L control file, Enter it the same way and add the G/L with the extension on the line below the Code. (You may also indicate the G/L company number preceded by a hyphen) In the example below you will see the "This is Money Type A" and "This is Money Type F" in the dropdown list in Cash Receipts. You will also see it on the print out when that money type is used. When you close out 1130.30 in company 50 will be used for the "B" (Currency) money type.
CASH-RECEIPT-MONEYT	02	AThis is Money Type A 1130.10 FThis is Money Type F 1130.20 BCash 1130.30 -50
CASHRECEIPT		This explains where Information can be found when running the Cash Receipt Program. Field 01: CASHRECEIPT Field 02: Company or Location code (01, 82, 84, RP) Field 03: Company Logo .GIF Fields 04-05: LEAVE BLANK Field 06: Second Company Logo .GIF Fields 07-08: LEAVE BLANK The example below would Print the CTI.GIF Graphic (Logo) on the Customer's CashReceipt Receipt. *Note: Your Logo will need to be in the same folder as your RIATA Programs:(Usually this is your ‘RIATABILL’ Folder) Example: C:\RIATABILL\cti.gif OR C:\RIATABILL\riata.bmp
CASHRECEIPT	84	To Setup or Change Your Logo on Cash Receipt Receipts. In the ‘Edit File Information’ Screen; Place a 9 (Add) or 2 (Change) in front of CASHRECEIPT. In Field 03, Enter your Logo File Name (Example: cti.gif OR riata.bmp). Press Enter, then F3 to Exit. 'YOUR LOGO IS NOW ADDED OR CHANGED & WILL APPEAR ON ALL PRINTED CASH RECEIPTS'
CASHRECEIPT	EACH-USER-GL	If this user edit exists then when a CSR closes out cash receipts then it will automatically take them into post their entries to the G/L. There is still an authorization code that the accounting dept can set up for themselves to be able to have the Post Cash Receipts on their Riata Program Menu. That authorization code is not needed for each CSR. Fields 3-8 = 2 Character Company Number followed by the 8 Character Library
CASHRECEIPT	EACH-USER-GL	Field 3 = 01TNDATA 18TNDATA Field 4 = 02TNDATA Field 5 = Field 6 = Field 7 = Field 8 =
CASHRECEIPT	GL-ENTRIES-BY-MNYTYP	When posting cash receipts if you desire to have G/L entries broken down by money type, use this user edit. If the word "ALL" is entered in field 3, we will break down all entries by money type. If the word "CASH-ONLY" is entered in field 3, we will break down cash entries by money type. If the word "EXPENSE-AR-ONLY" is entered in field 3, we will break down AR entries by money type. Example:
CASHRECEIPT	GL-ENTRIES-BY-MNYTYP	CASH-ONLY
CASHRECEIPT	PDFSAVEPATH	This user edit indicates the location where the cash receipt PDF files will be saved. Fields 3-8 are added together to form the path. This is the default. Also see CASHRECEIPT-PDFSAVE which can be different by location.
CASHRECEIPT	PDFSAVEPATH	C:\TESTING\HOLD\THIS
		\IS\A\REALLY\LONG\FO
		LDER\NAME\THAT\WOULD
		\NOT\BE\NORMALLY\USE
		BUT\FOR\THIS\EXAMPLE
		\WE\WILL\USE\IT
CASHRECEIPT	SCAN-IGNORE-WARN	This edit will prevent some of the warning messages from being displayed when scanning in Cash Receipts. (Fields 3 through 8 - leave blank) These messages will not be displayed: "This Account has a Payment Promise." "This account has the following Recurring charge(s):" for NOTIFYTARIFF user edit and warning tariffs "The amount entered is negative. Please select "Net" if needed." "One of your line items has a credit balance. Please confirm you are happy with the way this payment is spread." "This Account has sub Accounts. You will need to make sure the Cash Receipt goes to the correct Account." These messages will still be displayed: "This Account has the following Error Tariff(s)" "This Account is in the Disconnect File." "This Account has a PERMANENT disconnect." "This Account has a TEMPORARY disconnect." "Make sure the company is correct": (if "//NEW" is found in the first or last name or the company is 0.) "The account type is not an "Active Account"." "This Account is expecting a deposit or some other type of special cash." The example below will skip some of the warning messages displayed when the user is scanning in Cash Receipts. Note: This edit works with the “Scan” check box in Cash Receipts entry screen 2. If the “Scan” is not checked this edit will not work and you will see all warning messages the customer has.
CASHRECEIPT	SCAN-IGNORE-WARN
CASHRECEIPT-DEPOSIT	TARIFF	This user edit will store the tariff code used when updating the Cash Receipt Deposits. The tariff code will be used when creating the non recurring charge. Field 1: CASHRECEIPT-DEPOSIT Field 2: TARIFF Field 3: Tariff Code In the example below, the tariff code TARF1 will be used for the non recurring charge.
CASHRECEIPT-DEPOSIT	TARIFF	Field 3: TARF1
CASHRECEIPT-PDFSAVE	BURLEY	This User edit will allow you to save your Cash Receipts PDF documents to a path based on location. You will need to have the "S2PCINFO" user edit already setup with the location in field 7 to use this. This would be used if you have different locations that use Riata Cash Receipts and want to save the PDF documents in a different folder for each location. To set this up: Field 1: CASHRECEIPT-PDFSAVE Field 2: Location (Same as field 7 of S2PCINFO) Field3-8: The path to save the PDF. In the Example below, the Cash Receipts PDF documents will be saved to N:\CashReceipts
CASHRECEIPT-PDFSAVE	BURLEY	N:\CashReceipts
CASHRECEIPTCSVCONVRT		This edit is used to remove the double quotes or single quotes from a .csv file so it can be read into Riata Cash Receipts. This edit will read the existing file and save to a new .csv file called CSVGOOD.csv. To set this up: Field 1: CASHRECEIPTCSVCONVRT Fields 2-3: Leave Blank Fields 4-8. The path to save the new file. In the example below, the system will read the .csv file selected , remove the double quotes, write the record to CSVGOOD.csv located on the C:\ drive. After the selected file has been converted, CSVGOOD.csv will be read into Riata Cash Receipts. Note: The CSVGOOD.csv file will be cleared each time this is ran.
CASHRECEIPTCSVCONVRT		C:\
CASHRECEIPTCSVIN	LINE1HEADING or Blank	This User Edit is used if you want to read .csv files (from Excel) into Cash Receipts. Fields 2-8 are used to know which Columns contain the Account Number, Sub-Account Number, Amount, Description and G/L Account Number. Field 2, enter 'LINE1HEADING' if the first line of your file is used for headings. If entered, the first line will be skipped. Or leave Field 2 Blank and all lines in the file will be read. Field 3 is the column that has the Account Number. Field 4 is the column that has the Sub-Account Number. Field 5 is the column that has the Amount (Dollars & Cents). Field 6 Leave Blank. Field 7 is the column that has the Description. Field 8 is the column that has the G/L Account Number. Note: If the Account and Account sub share the same column, leave Field 4 blank and place the column containing the Account Number and Sub-Account Number in field 3. The length of the Account and Sub-Account Numbers will need to match the Account # Length and Sub-Account # Length on the first screen of # 14 “Common Defaults” from the BAAMN1 menu. In the example below the Account Number is found in column "S", the Sub-Account Number is found in Column "T", the Amount is found in column "R", and the Description is found in Column "C" of your .csv (Excel) file.
CASHRECEIPTCSVIN	LINE1HEADING or Blank	Field 2: LINE1HEADING or Blank (Blank Reads First Line) Field 3: S Field 4: T Field 5: R Field 6: Field 7: C Field 8: D
CASHRECEIPTDEPOSITGL		This code is used to set up all the Deposit G/L Accounts. This would be used if you have different G/L Accounts for different companies. If you only have one account, it can be set up in the control file. If you use this method, you still need to have the question in the control file to update deposits from cash receipts. This is on screen 5. Leave field 2 blank. Fields 3-8 will have the g/l accounts. Only put one per line. Key the six digit account + the extension. Key leading zeros in the main account. The extension starts immediately after the main account. If you do not use the extension, just leave blank. Example: 999999xxxxx. The following example will cause any cash receipts with any of the G/L's listed to be considered deposits.
CASHRECEIPTDEPOSITGL		111111aaaaa 222222bbbbb 999999xxxxx
CASHRECEIPTFROMINQ		This User Edit is used to setup the 'Cash Receipt Defaults' when selecting the 'Enter Cash Receipts' button from Riata Inquiry. Defaults are only used if the Account has not ever had any Cash Receipts posted. Field 2 = Leave Blank Field 3 = First 3 characters is the REV (Revenue belongs to), next 2 characters is the TY (Service Type) and the next 1 character is the Deny Code. Example: Revenue Code ‘PRO’ and Service Type ‘CA’ and Deny Code ‘Y’ would be entered as; PROCAY Field 4 = G/L Account Number followed by the 5 character Sub Account Number without any spaces between. Example: xxxx.xxsssss or 4010.25ABCDE Field 5 through 8 = Leave Blank
CASHRECEIPTFROMINQ		Field 3 = PROCA1 Field 4 = 4010.25ABCED Field 5 through 8 =
CASHRECEIPTGLACCTS		This will load G/L Account within a range into the G/L Selection dropdown list box in the Cash Receipts program. Enter CASHRECEIPTGLACCTS' in field 1, leave field 2 blank, and add the G/L range in fields 3-8. This range consists of a “From” and “To” number separated by a hyphen. The example below will load any G/L accounts in the range(s) given including the “From” and “To” number. Note: The “From” and “To” numbers can not include G/L extensions.
CASHRECEIPTGLACCTS		0005.00-0010.00 1010.21-1099.99 4150.19-6500.00
CASHRECEIPTGLDROP		This is used in the Cash Receipts program to fill the G/L Drop-down list Boxes. To Set this Up: Enter 'CASHRECEIPTGL' in Field 1, leave Field 2 Blank, and Add the G/L description in Field 3 with the G/L Number & Extension in Field 4. The following will place the 'CUSTOMER DEPOSIT' description in the Drop-down. If it is selected '4040.00' will be placed in the G/L and '12345' will be placed in the Extension.
CASHRECEIPTGLDROP		CUSTOMER DEPOSIT
		4040.001235
CASHRECEIPTNONOTE		Used this edit to disable the 'Print description on statement' on the Cash Receipts detail screen. With the check box disabled the description entered will not go to the customers notes or print on the statement. The example below will make it so the user can not place a check in the 'Print description on statement' in Cash Receipts on the detail screen.
CASHRECEIPTNONOTE
CASHRECEIPTPULLDATES		Setup this User Edit to allow a Cash Receipts Cut-Off Date to be entered during Monthly Billing. (Cash Receipts entered after the date used in the Monthly Billing will not be on the Customers Statement for that month). Fields 2 through 8, leave blank.
CASHRECEIPTPULLDATES
CASHRECEIPTREF#		This code is used for cash receipt reference number so that it is easy to tell which G/L entries are in the same billing month. The system automatically sets this code up in #4 of month end billing. All Cash receipts for a billing month have the same reference #. Field 03 has the 2 digit reference #. Field 04 has # of Billing Cycles for active accounts.
CASHRECEIPTREF#
CASHRECEIPTTEXTIN	POSITIONS	This is used for the system to know the format for a Text (txt) File that you want to read into Cash Receipts. Fields 3-7 have the start position and then a - followed by the length to read in. Field 3 is for the position for the Account #, Field 4 is for the position for the Sub Account #, Field 5 is for the position for the Dollar Portion of the Amount, Field 6 is for the Cents Portion of the Amount, and Field 7 is for the position for the Description.
CASHRECEIPTTEXTIN	POSITIONS	Field 3: 1-8 (Account # Starts at Position 1 and is 8 characters long) Field 4: 11-4 (Sub-Account # Starts at Position 11 and is 4 characters long) Field 5: 20-9 (Dollar Amount Starts at Position 20 and is 9 characters long) Field 6: 30-2 (Cents for Amount Starts at Position 30 and is 2 characters long) Field 7: 40-20 (Description Starts at Position 40 and is 20 characters long)
CASHRECEIPTSNOBANKRC		This tells the system that you do not want it to make Bank Reconciliation entries from Cash Receipts. With this code G/L entries will be made but not Bank Reconciliation entries. Without it, they will both be made. Fields 2-8 are left blank.
CASHRECEIPTSRIATA		This code is used to tell the system that you are using Riata Cash Receipt Entry Program
CASH-SPECIAL1	CODES	This edit is used in Cash Receipts for setup in the Pre-Paid screen. This User Edit works with the CASH-SPECIAL1 DESC user edit and tells the system if the amount is apples to the customer account, who the revenue belongs to, and the G/L information. The first position in fields 3-8 is if the cash receipt is applied to the customer account. (Y or N) Position 2 will be a period Position 3-5 will be who the revenue belongs to. Position 6 will be a period Position 7 – 18 will be the G/L Account number (Including the period) and G/L extension. Note: if the Cash Receipt is not applied to the customer Account, you will need to enter a Valid G/L account. In the first example below, the Amount will be applied to the customer account and the revenue will go to PMT. In the second example the amount is not applied to the customer account and will go to “1180.01” Extension “ABC” in the G/L.
CASH-SPECIAL1	CODES	Field 3: Y.PMT. Field 4: N. . 1180.01ABC
CASH-SPECIAL1	DESC	Use this edit for the captions in the Pre-Paid screen. Field 3 will be the caption just below the Number of Days, field 4, will be the second field below and so on. The edit works with the CASH-SPECIAL1 CODES user edit. The caption in field 3 of this user edit coincides with field 3 of CASH-SPECIAL1 CODE. The same goes for fields 4 – 8. In the example below, the caption for the field just below the Number of Days field in the Pre-Paid program will be “Local $ Service”. Two down will be “Local $ Other”, and three down will be “BCGI”.
CASH-SPECIAL1	DESC	Field 3: Local $ Service Field 4:Local $ Other Field 5: BCGI
CBRSM7SS7TERM		This user edit is used when you need to include switch seconds in the elapsed time for terminating calls when creating category 11 records from SS7 records. To set this up, Field 1: CBRSM7SS7TERM Field 2 - 8: Leave Blank The example below would cause the switch seconds to be included in the elapsed time for terminating calls when creating Category 11 records from SS7 records.
CBRSM7SS7TERM
CELL-DROP-BNS		Use this edit to drop a number from BNS if it is a cellular. You can leave fields 3-8 blank and the system will look just at the tariff codes to tell if Cellular. If you enter npanxx.npanxx.npanxx in fields 3-8 the system will do a 2nd check and drop all records except for the npanxx's that you have entered. The example below would cause the cellular number to be dropped from BNS.
CELL-DROP-BNS
CELL-DROP-CNAM		Use this edit to drop a number from CNAM if it is a cellular. You can leave fields 3-8 blank and the system will look just at the tariff codes to tell if Cellular. If you enter npanxx.npanxx.npanxx in fields 3-8 the system will do a 2nd check and drop all records except for the npanxx's that you have entered. The example below would cause the cellular number to be dropped from CNAM except for NPA (208) NXX (434) and NPA (208) NXX (343).
CELL-DROP-CNAM	208434.208434
CELLPLAN1		This code is for PCS Plan setup. This is used if charging for Roam &Toll based on the total number of minutes used. Field 2 needs to have the PCS Plan Tariff Code. Fields 3-8 will have the minutes & amount to charge for the minutes. There are 3 parts to these lines. 1.Minutes 2.Charge 3.Increment '00100-0000.00-ALL' Will give 100 minutes for zero charge. '00500-0025.00-ALL' Will charge $25.00 for 500 minutes '99999-0010.00-00050' Will charge $10.00 for each 50 minutes for all the remaining minutes. This example will give the first 100 minutes free. Charge $10.00 for the next 200. Charge $5.00 for each additional 50 minutes. Plan tariff code is PCS20.
CELLPLAN1	PCS20	00100-0000.00-ALL 00200-0010.00-ALL 99999-0005.00-00050
CHANGE-REMOVE-NUMBER	CHECK-NON-RECURRING	This edit will automatically place a check in the "Move Non-Recurring Charges" in the Phone Number Change/Remove screen in service order entry when the user selects "Move to Different Account" Field 1: CHANGE-REMOVE-NUMBER Field 2: CHECK-NON-RECURRING In the example below, If the user selects to “Move to Different Account” from the “Phone number Change/Remove screen”, the system will check “Move Non-Recurring Charges”.
CHANGE-REMOVE-NUMBER	CHECK-NON-RECURRING
CHECKTARIFFMAINBILL#		This code tells Riata the tariffs that are associated with main billed numbers only. When the user clicks the update button on the phone tab program, if the number is billed to itself, and has any of the tariffs listed in fields 3-8, a message is displayed letting the user know the tariff is and gives and opportunity to stop the update. The tariffs are also displayed on the "Telephone Number and Location" screens in Service Order Entry and Inquiry in the special notify list. Field 1: CHECKTARIFFMAINBILL# Field 2: Leave blank +C811 In the example below if the number is billed to itself and it has TRF1, a message will be displayed letting the user know that the number has TRF1 and that it is not a main billed number.
CHECKTARIFFMAINBILL#		MBIL1.MBIL2.MBIL3. TRF1. TRF2. TRF3. TARF1.Tarf2.Tarf3.
CK800	TARIFF	Checks to see if a customer with an 800 number has a corresponding recurring 800 tariff and vice versa. The example below would verify that the customer has an 800 number.
CK800	TARIFF	800#
CKACCT1ST	Starting Account #	Can limit what is shown in the Company Code drop down-box in the Phone Tab Program (Screen B-03:A) and Account Tab Program (C-01:A) based on the first digit of the account #. This edit takes precedence over the Company Code based on the NPA NXX edit. In the example below, only Companies 2, 4 and 5 would be loaded in the Company list box on the Bill Info Tab if the first character in the account number is '4'. Please review CKACCT1STA also. If you use also CKCOMPCD you probably want to use CKACCT1STA
CKACCT1ST	4	2 4 5
CKACCT1STA	Starting Account #	This controls what is shown in the Company Code drop- down box in the Account Program based on the first digit of the account #. Field 01: CKACCT1STA Field 02: First character in the account number Fields 03-08: Company number (Left Justified) Note: CKACCT1ST applies to both the Phone and the Account programs. CKACCT1STA applies to the Account program only. The example below would cause Company 4 would be shown in the Company drop-down in account numbers beginning with '3'.
CKACCT1STA	3	4
CKBNSCODE	TARIFF	This checks to see when a customer has specified tariffs, that on the 'Other' tab, their BNS Code is 'Block 3^rd # and Collect'. The example below would cause the BNS Code field on the 'Other' tab to be checked to see if it is 'Block 3rd # & Collect' if the customer had a recurring tariff of DEN1+ or TOLRS.
CKBNSCODE	TARIFF	DEN1+ TOLRS
CKCOMPCD	NPANXX	Allows you to limit what is shown in the Company Code drop-down box based on a given NPA and NXX. Used to load drop-down. The example below would cause any phone # with 435528 to show only code 1 & 2.
CKCOMPCD	435528	1 2
CKCYCLE	CO and number	Only allows certain Billing Cycles to be available for selection once you have chosen a 'Company Code'. (Field 3 through 8, enter Billing Cycles) The example below would cause only Billing Cycle 2 & 6 to be available for Company 01.
CKCYCLE	CO1	2 6
CKMEMBERE		This is a special item for Emery Telcom for special account numbers. The example below would display a message on the Telephone Number and Location screen if the account is Company 1 and the member number is 011001 (Fictional) or is greater than 300,000.
CKMEMBERE
CKMEMBERS		This is a special item for South Central for special account numbers. Fields 2 and 3 are left blank. The example below would cause special South Central Member Number check to run.
CKMEMBERS
CKSAMELOCATION		Lets the user know if the Location address for a telephone number is being duplicated. This will check the address (on Location Tab) if the Service Order type is 'New Install' or 'Reconnect' and the address has a house number, street name, and city. Field 02-08: Leave blank Note: Phone numbers that are disconnected will not be displayed in the message. This only checks the phone number addresses. It will not check addresses for ID numbers. The example below would cause a message to pop up if the address is duplicated and will let the user know the account and phone number of the duplicated address.
CKSAMELOCATION
CKSVOPROBLEM		This is used to automatically start the Problem Service Order program. Field 01: CKSVOPROBLEM Field 02: Leave Blank Field 03: Number of minutes to delay (left justified) Fields 04-08: Leave Blank The example below would cause any problem Service Orders to automatically be displayed and then re-display every 20 minutes.
CKSVOPROBLEM		20
CKTAXCITY	NPANXX	Allows you to limit what is shown in the City drop-down box on the Tax tab based on a given NPA and NXX. Used to load drop-down. The example below would cause any phone # with 208436 to show only codes GU and ZZ.
CKTAXCITY	208436	GU ZZ
CKTAXSTATE	Company #	Can limit what is shown in the State tax drop-down box based on company. Used to load drop-down. The example below would cause any phone # with Company 2 to show only codes WY, MT & NM.
CKTAXSTATE	2	WY MT NM
CKTAXSTATED	NPANXX	Allows you to limit what is shown in the State Tax District drop-down box on the Tax tab based on a given NPA and NXX. Used to load drop-down. The example below would cause any phone # with 435528 to show only codes 1 and 2.
CKTAXSTATED	435528	01 MD
CKVACREADD	TARIFF	Lists the vacation tariffs and the minimum number of months between when they removed the tariff and when the tariff can be re-added. Fields 03-07: Vacation Tariffs Field 08: 2 digit # of months The example below would not allow the Internet Basic Package to be available again for 6 months.
CKVACREADD	TARIFF	NET2 06
COMMISSION-AMOUNTS		This user edit is for the generations of commissions in the sales report (T34BLSL01) Field2: Blank Fields3-6 Follow this structure: XXXXXXXXXXXX####.##P X's represent the description #'s represent the dollare amount P represents percentage. Q in it's place would represent Quantity. P would mean they get paid a percentage of the total (#) Q would mean they get paid the # amount per quantity Example:
COMMISSION-AMOUNTS		Field3: PRIMARY 5.00Q
		Field4: SHARE 2.50Q
		Field5: FEATURES 100.00P
		Field6: ACCESSORIES 10.00P
COMPANY#ESN		This is used to know which companies to use when searching for the Serial and Electronic Serial numbers in the phone file. This will prevent Pedestal 1 and 2 information from being displayed when looking for the Serial number and ESN. Field 1: COMPANY#ESN Field 2: Leave Blank Field 3: The companies that have Serial ESN numbers Field 4-8: Leave Blank In the example below only company 6 phone numbers that match the search criteria will be displayed.
COMPANY#ESN		6
COMPANYGL	G/L Co. #	Can validate Non-Recurring G/L accounts using a different G/L master. In the example below, if the customer has 3 for the Company number on the Bill Info tab and a non-recurring charge is added, the GL file for Company 05 will be used to validate the GL account on the tariff.
COMPANYGL	3	05
COMPAREFLDS		Compares fields in Phone Number Information against fields in Main Account Information when you update. The differences are shown to you in a window and you then have the option to go back and make changes or continue to update. The example below would cause the data in Phone Number Information to be compared with what is entered in the same fields in Main Account Information when you click 'Update' from 'Phone Number Information'.
COMPAREFLDS
CONFERENCECALLCHARGE		This code is used to determine which tariff codes to use for direct and toll free calls in a conference call. The tariff code in field 3 will be the tariff code for direct calls and the tariff code in field 4 will be the tariff code for toll free calls. Example:
CONFERENCECALLCHARGE		QDIRC QDIRD
CONFERENCECALLCHARGE	PMT	This user edit allows you to process conference calls using PMT's system. In the example below; field 3 is the the number of hours that are specified as a time unit. field 4 contains 3 tariff codes separated by periods: The first is the tariff code used for 1-10 users for 2 time units (1 hour in the example) The second is the tariff code used for an additional time unit (1/2 hour in the example) The third is the tariff code used for 5 additional users field 5 contains 2 tariff codes separated by periods: The first is the tariff code used for a combination of 5 users and an additional time unit (1/2 hour in the example) The second is the tariff code used for recording the call.
		field 3. 0.50
		field 4. CNU01.CNH01.CNU05
		field 5. CNH05.CNR01.
CONFERENCECALLCHARGE	R-QUICKCONNECT	This user edit allows you to process Conference calls for Range Telephone. Enter which Tariff Codes to use for Quick Connect Conference call. In Field 3, Enter the Rate to be charged per Minute in Dollar Amount form with 2 decimal places. In Field 4, Enter the Tariff Code that will be assigned to Quick Connect Conference Calls for Range Telephone Company. Field 2 = R-QUICKCONNECT Field 3 = Rate in Dollar Amount with 2 Decimals (0.50) Field 4 = Enter Assigned Tariff Code Field 5 through 8 = Leave Blank In the Example Shown Below, .50 Cents per Minute will be charged with Tariff Code 'RTFQC' for a Range Telephone 'Quick Connect' Conference Call.
CONFERENCECALLCHARGE	R-QUICKCONNECT	Field 3 = 0.50
		Field 4 = TRFQC
		Field 5 through 8 = Leave Blank
CONFERENCECALLCHARGE	R-QUICKPLAY	This user edit allows you to process Conference calls for Range Telephone. Enter which Tariff Codes to use for Quick Play Conference call. In Field 3, Enter the Rate to be charged per Minute in Dollar Amount form with 2 decimal places. In Field 4, Enter the Tariff Code that will be assigned to Quick Play Conference Calls for Range Telephone Company. Field 2 = R-QUICKPLAY Field 3 = Rate in Dollar Amount with 2 Decimals (0.50) Field 4 = Enter Assigned Tariff Code Field 5 through 8 = Leave Blank In the Example Shown Below, .51 Cents per Minute will be charged with Tariff Code 'TRFQP' for a Range Telephone 'Quick Play' Conference Call.
CONFERENCECALLCHARGE	R-QUICKPLAY	Field 3 = 0.51
		Field 4 = TRFQP
		Field 5 through 8 = Leave Blank
CONFERENCECALLCHARGE	R-QUICKRECORD	This user edit allows you to process Conference calls for Range Telephone. Enter which Tariff Codes to use for Quick Record Conference call. In Field 3, Enter the Rate to be charged per Minute in Dollar Amount form with 2 decimal places. In Field 4, Enter the Tariff Code that will be assigned to Quick Record Conference Calls for Range Telephone Company. Field 2 = R-QUICKRECORD Field 3 = Rate in Dollar Amount with 2 Decimals (0.52) Field 4 = Enter Assigned Tariff Code Field 5 through 8 = Leave Blank In the Example Shown Below, .52 Cents per Minute will be charged with Tariff Code 'TRFQR' for a Range Telephone 'Quick Record' Conference Call.
CONFERENCECALLCHARGE	R-QUICKRECORD	Field 3 = 0.52
		Field 4 = TRFQR
		Field 5 through 8 = Leave Blank
CONFERENCECALLXML		This code is used to determine the path to the xml files to be processed. We concatenate fields 3-8 to obtain the full path. Example:
CONFERENCECALLXML		C:\WINDOWS\SYSTEM\TE STING\FROM\THIS\PROG RAM\THAT\HAS\A\LONG\ PATH
CONTRACT	SIGNATURELOCATION	This code stores the location to the folder that will store the signatures obtained through the handheld signature device.
CONTRACT	SIGNATURELOCATION	C:\THIS\IS\A\LO
		NG\PATH\TO\A\LO
		CATION\TO\STORE\
		SIGNATURES\
CONTRACT	DOCUMENTLOCATION	This code is used to know the location of the contract documents that can be opened using Microsoft Word. Field 01: CONTRACT Field 02: DOCUMENTLOCATION Fields 03-08: Enter the location where the Contracts are located Put the first twenty characters in field 3 the next 20 in field 4 and so on. The maximum location length is 120 characters. The example below will look for the Contract Word documents in the N:\Shared Drive\Customer\Contracts folder.
CONTRACT	DOCUMENTLOCATION	Field3: N:\Shared Drive\Customer Field4: \Contracts
CONTRACTLENGTHTAR		This tells us the number of months to automatically place in the contract length field of the contract screen. Field 2 is the tariff code Field 3 is the number of months
CONTRACTLENGTHTAR	XXXXX	Field 3 = 24
CONTRACTTARIFFCODES		This ties tariff codes to contracts so we know to launch the contract program when a certain tariff code is selected. Field 2 is the contract type. Fields 3 - 8 are the tariff codes. Each tariff code is separated by a period. If more than 18 are linked to a contract you can have multiple user edits.
CONTRACTTARIFFCODES	CONT1	Field 3 = XXXXX.YYYYY.ZZZZZ Field 4 = XXXXX.YYYYY.ZZZZZ Field 5 = XXXXX.YYYYY.ZZZZZ Field 6 = XXXXX.YYYYY.ZZZZZ Field 7 = XXXXX.YYYYY.ZZZZZ Field 8 = XXXXX.YYYYY.ZZZZZ
CPNI		This edit is used to let the system know the default for CPNI and disable the “Not Selected” option. Field 2: Blank (Not Used) Field 3: Blank = “Not Selected” “Y” = “Give Out” “N” = “Do Not Give Out” Field 4: REQUIRED – will disable the “Not Selected” option Field 5 - 8: Not Used The following example will make “Give Out” the default and will disable the “Not selected” option.
CPNI		Field 3: Y Field 4: REQUIRED
CPNI-AUTHORIZATION		This edit is used to fill the Authorization dropdown box for CPNI verification. The user will need to select one from the list to continue viewing customer information in Riata. Field 1: CPNI-AUTHORIZATION Field 2: Leave Blank Field 3-8: In the Example below the dropdown box will be contain, “TRAINING”, “OUTSIDE PLANT”, “PHOTO ID”, “ANSWERED SECURITY”, and “KNEW PASSWORD” in the CPNI Authorization program. The user will need to select one in the list to continue and view/edit information in Riata.
CPNI-AUTHORIZATION		Field 1: CPNI-AUTHORIZATION Field 2: Field 3: TRAINING Field 4: OUTSIDE PLANT Field 5: PHOTO ID Field 6: ANSWERED SECURITY Field 7: KNEW PASSWORD Field 8:
CPNI-CHANGES	CPNI-GRIDS	This user edit is used to let the system know the folder to save the e-mail grid in the CPNI Changes program Field 1: CPNI-CHANGES Field 2: CPNI-GRIDS Field 3-8 The folder to save the CPNI grids to from the CPNI changes program In the example below, the CPNI Changes program will use "N:\Documents\CPNI Grids\" folder to save the e-mail grid.
CPNI-CHANGES	CPNI-GRIDS	Field 3: N:\Documents\CPNI Gr Field 4: ids\
CPNI-CHANGES	DOCUMENT-PATH	This user edit is used to let the system know the path and Microsoft Word document to use for the CPNI Changes program Field 1: CPNI-CHANGES Field 2: DOCUMENT-PATH Field 3-8 The path for the Microsoft Word document In the example below, the CPNI Changes program will use "N:\Documents\CPNI Merge document.doc" for the text document
CPNI-CHANGES	DOCUMENT-PATH	Field 3: N:\Documents\Merge d Field 4: ocument.doc
CPNI-CHANGES	EMAIL-SUBJECT	This user edit is used to let the system know what to put in the the subject line for the email in the CPNI Changes program Field 1: CPNI-CHANGES Field 2: EMAIL-SUBJECT Field 3-8 The subject for the email In the example below, the CPNI Changes program will use "Account information changes" for the subject of the email.
CPNI-CHANGES	EMAIL-SUBJECT	Field 3: Your account informa Field 4: tion has changed
CPNI-CHANGES	FROM-EMAIL-ADDRESS	This user edit is used to let the system know the "From Email Address" to use when Emails are sent to Customers for the CPNI Changes program Field 1: CPNI-CHANGES Field 2: FROM-EMAIL-ADDRESS Field 3-8 The from email address to use In the example below, the CPNI Changes program will use "cti3@pmt.org" for the from email address
CPNI-CHANGES	FROM-EMAIL-ADDRESS	Field 3: cti3@pmt.org
CPNI-CHANGES	MAIL-SERVER	This user edit is used to let the system know the email server for the CPNI Changes program. You will need to get the Email Server to Use from your Internal IT personal. Field 1: CPNI-CHANGES Field 2: MAIL-SERVER Field 3-8 The email server to use In the example below, the CPNI Changes program will use "smtp.pmt.org" for the email server
CPNI-CHANGES	MAIL-SERVER	Field 3: smtp.pmt.org
CPNI-CHANGES	MESSAGE-TEXT-PATH	This user edit is used to let the system know the path and file where the Email Message is located that is used for the CPNI Changes program Field 1: CPNI-CHANGES Field 2: MESSAGE-TEXT-PATH Field 3-8 The path for the message to use In the example below, the CPNI Changes program will use "N:\Documents\CPNI email.txt" for the text document
CPNI-CHANGES	MESSAGE-TEXT-PATH	Field 3: N:\CPNI\CPNI_changed Field 4: _email.txt
CPNI-NOT-SVO-ENTRY		This user edit is used to skip the CPNI authorization screen in Riata “Service Order Entry” and “2007 Service Order Entry”. It will, however, still require CPNI authorization in Riata Inquiry. The Example below will require CPNI authorization in Riata Inquiry but not in Riata Service Order Entry or 2007 Service Order Entry.
CPNI-NOT-SVO-ENTRY
CPNI-NOTES	ALWAYS-SHOW	We have created a new User Edit to show the CPNI notes by default in Customer Account Information and Phone Number Information screens in Riata Inquiry. Field 1: CPNI-NOTES Field 2: ALWAYS-SHOW In the example below, when the user goes to the Notes tab in Customer Account Information and Phone Number Information screens in Riata Inquiry the "Hide CPNI Notes" checkbox will be unchecked by Default.
CPNI-NOTES	ALWAYS-SHOW
CPNI-OPTION		This edit is used to let the system know to use the CPNI program in Riata Service Order Entry, Inquiry, and 2007 Service Order Entry. Field 01. . . . . CPNI-OPTION Field 02. . . . . Field 03. . . . . OPTION1 Field 04. . . . . Field 05. . . . . Field 06. . . . . Field 07. . . . . Field 08. . . . . In the Example below, when the user has selected a customer to work with, the CPNI screen will be displayed and the user will need to select a Authorization reason from the dropdown list.
CPNI-OPTION		Field 03. . . . . OPTION1 Field 04. . . . . Field 05. . . . . Field 06. . . . . Field 07. . . . . Field 08. . . . .
CPNI-QUESTION		This Edit is used for those companies that already have CPNI authorization questions set up on the "User Defined" screen. Only use this edit if you already have existing CPNI authorization question(s) set up. To set this up: Field 1: CPNI-QUESTON Field 2: Leave Blank Field 3: Enter the Code for the first CPNI question from User Defined Field 4: Enter the Code for the second CPNI question from User Defined Field 5: Enter the Code for the third CPNI question from User Defined Field 6: Enter the Code for the fourth CPNI question from User Defined Field 7: Leave Blank Field 8: Leave Blank Note: If you do not have the authorization questions set up for CPNI, you can set up to four questions using “User Defined Fields” on the BAAMN3 menu. You will need to use the following codes to set them up: Q#CPNIQ1, Q#CPNIQ2, Q#CPNIQ3, Q#CPNIQ4. Change the “Multiple” to “N” and the “Association Code” to “A” when setting up each of these codes. The example below will use an existing CPNI user defined question that was set up as: “CPNIAUTH” and display the existing User defined in the CPNI Authorization program.
CPNI-QUESTION		Field 3: CPNIAUTH
CPNI-QUESTION1	DEFAULT	This user edit is used to let the system know the default CPNI questions. If the customer does not have CPNI questions already set up, these questions will be displayed on the CPNI Authorization screen and the user can enter the answers for the customer. There is a sixty character maximum for the Security Question and Answer and you will need to enter the question mark at the end of the sentence. Field 1: CPNI-QUESTION1, or CPNI-QUESTION2, or CPNI-QUESTION3, or CPNI-QUESTION4 Field 2: Default Field 3-5: The question to ask. Note: you can enter up to 4 default security questions. Field 1 for the first question will be CPNI-QUESTION1. Field 1 for the second question will be CPNI-QUESTION2 Field 1 for the third question will be CPNI-QUESTION3. Field 1 for the fourth question will be CPNI-QUESTION4. “DEFAULT” will be in Field 2 and the default Question will be in Fields3-5 In the Example below, If the customer has no CPNI questions set up, the system will add "What is your mother's maiden name?" and the user can then enter the answer to the question
CPNI-QUESTION1	DEFAULT	Field 3: What is your mother' Field 4: s maiden name?
CREDIT-BUREAU-STATUS	CODES	This user edit is used to fill the credit Code Dropdown in the Credit Bureau Status program. Field 1: CREDIT-BUREAU-STATUS Field 2: CODES Field 3: Credit Code 10 long left justified Field 4: Description for the code in Field 3 Field 5: Credit Code 10 long left justified Field 6: Description for the code in Field 5 Field 7: Credit Code 10 long left justified Field 8: Description for the code in Field 7 The example below will display "New Account", "On-time payments", and "Excessive debt" in the dropdown list.
CREDIT-BUREAU-STATUS	CODES	Field 3: NEW Field 4: New Account Field 5: ONTIME Field 6: On-time payments Field 7: EXCESSIVE Field 8: Excessive debt
CREDIT-SCORE-SHOW		This User Edit will allow you to determine how the ‘Credit Score’ is displayed on the Customer Account Information in Riata Service Order Entry and Inquiry on the Other Tab. Field 1 = CREDIT-SCORE-SHOW Field 2 = Leave Blank Field 3 = Enter 1 or 2 or 3 or 4 or 5 (See details below) 1 = ‘Credit Score will NOT be displayed in Service Order Entry and Inquiry’ 2 = ‘Actual Credit Score IS displayed in Inquiry. And No Credit Score will be displayed in Service Order Entry. 3 = ‘LOW’ or ‘AVERAGE’ or ‘HIGH’ will be displayed in Inquiry, based on what is entered in Fields 4 & 5. And No Credit Score will be displayed in Service Order Entry. 4 = ‘Actual Credit Score IS displayed in Inquiry and Service Order Entry’ 5 = ‘LOW’ or ‘AVERAGE’ or ‘HIGH’ will be displayed in Inquiry, based on what is entered in Fields 4 & 5. And Actual Credit Score IS displayed in Service Order Entry. Field 4 = XXX (Enter a 3 digit Score – any score less than or equal to this number will be considered LOW) Field 5 = XXX (Enter a 3 digit Score – any score between the score entered in Field 4 and the one entered here will be considered AVERAGE - any score higher than the score entered here will be considered HIGH). Field 6 through 8 = Leave Blank In the Example below, The Actual Credit Score (580) will be displayed in Riata Service Order Entry. In Riata Inquiry a score below 499 will be displayed as "Low", a score between 499 and 599 will be displayed as "Average" and a score above 599 will be displayed as "High". Based on this Average will be displayed in Riata Inquiry for this example.
CREDIT-SCORE-SHOW		Field 1: CREDIT-SCORE-SHOW Field 2: Field 3: 5 Field 4: 499 Field 5: 599 Field 6:
CTITRANS-FOLDER		This is used for the system to know what drive letter you have assigned to CTITRANS Folder
		Example:
CTITRANS-FOLDER		T:
DEFAULTCIC	Company #	This sets up a default Own Toll Carrier PIC for the Current Inter and Intra PIC. This only applies for Our Own Toll Carrier CIC codes. The example below would cause Company 1's current Inter and Intra PIC to default to 0555 as their Own Toll Carrier.
DEFAULTCIC	1	0555
DELINQUENT	EXCLUDETARIFF	Setup this User Edit to 'Exclude' accounts with certain Tariff Codes when deciding who is Delinquent Enter up to 3 tariff codes in Fields 3 through 8. (xxxxx.xxxxx.xxxxx) Field 2 = EXCLUDETARIFF Field 3 through 8 = XXXXX.XXXXX.XXXXX In the Example below, accounts with Tariff Codes, TAR12, THR01 & TRFAB will be Exclude when running Delinquent Accounts.
DELINQUENT	EXCLUDETARIFF	Field 1 = DELINQUENT Field 2 = EXCLUDETARIFF Field 3 = TAR12.THR01.TRFAB
DELINQUENT	INCLUDETARIFF	Setup this User Edit to 'Include' accounts with certain Tariff Codes when deciding who is Delinquent. Enter up to 3 tariff codes in Fields 3 through 8. (xxxxx.xxxxx.xxxxx) Field 2 = INCLUDETARIFF Field 3 through 8 = XXXXX.XXXXX.XXXXX In the Example below, accounts with Tariff Codes, RAR12, TAR01 & SARAB will be Include when running Delinquent Accounts.
DELINQUENT	INCLUDETARIFF	Field 1 = DELINQUENT Field 2 = INCLUDETARIFF Field 3 = RAR12.TAR01.SARAB
DELINQUENTNOTICEMAX		This will allow you to Override the Maximum Amounts that is OK to Not get a Delinquent Notice. The Maximum Dollar Amounts are located on System Maintenance Menu, Option 14 (Key in Control File) page #3. This will allow you to have different thresholds if needed. Field 2 = Description Fields 3 = The Amount to check for $xxx.xx The Example below indicates on 'Wireless-Postpaid' if the balance is under $25.25 no delinquency notice is sent out.
DELINQUENTNOTICEMAX	WIRELESS-POSTPAID	Field 3 = 025.25 Field 4 = Field 5 = Field 6 = Field 7 = Field 8 =
DEPOSITACCOUNTNAME		This code will cause the system to enter the Customer Account # and Name in the G/L Detail for each Customer Deposit, instead of just the total for the G/L Account. This must be used in conjunction with the question in the control file Cash Receipt G/L Entry by Description (Y,N) Y
DEPOSITACCOUNTNAME
DIRECTORY	ADDRESSAPT	You now have the option to include the apartment # in the location address, when you are sending directory information to National Directory Assistance and OSC. Field 03: Y The example below would cause the apartment # to be included in the location address you send to National Directory Assistance.
DIRECTORY	ADDRESSAPT	Y
DIRECTORY	MEMBERNUMBER	This will allow you to exclude phone numbers that are sent to your directory company based upon the Member #. Fields 3-8 can have Member Numbers to exclude. They need to be entered with a period between each member number with leading zeroes. You will be able to put 3 numbers per line. The example below would cause any phone # with one of these member numbers to be dropped from the directory list.
DIRECTORY	MEMBERNUMBER	123456.000001.001122
DIRECTORY	NOPUBOPTION	This allows only published numbers to be sent to your directory company. Enter the option of what to send to your provider. 1 = Send non-pub and non-list 2 = Send only non-list N = Do not send non-pub or non-list. The example below would cause only published numbers to be sent to your directory company.
DIRECTORY	NOPUBOPTION	N
DIRECTORY	NPANXX	Allows you to control various options for Automatic Changes to be sent to your Directory Company. Enter the NPA-NXX for exchanges to NOT send to your directory company. Fields 03-08 are used with a period between each NPANXX so you can have multiple NPANXX's per line. The example below would cause any directory change from any of the listed exchanges to NOT be sent to the directory company.
DIRECTORY	NPANXX	208433.801345.208431 208.437
DIRECTORY	PROGRAM	This tells your system which directory provider you use. Enter the Program name for your directory provider. CTI uses this: JBDIRS1 = National Directory Assistance JBDIRS2 = OSC The example below will tell the system you use National Directory Assistance.
DIRECTORY	PROGRAM	JBDIRS1
DIRECTORY	RANGE	This will determine which changes you do NOT want to send to your directory company. Enter a Range of phone numbers that you do NOT want to send to your directory company. Fields 03-08 are used so you can have multiple ranges. The example below would cause any directory change from any of the phone numbers in the ranges specified to NOT be sent to the directory company.
DIRECTORY	RANGE	2084361912-2900 2084389000-9799
DIRECTORY	TARIFFCODE	This will allow you to exclude phone numbers that are sent to your directory company based upon Tariff Code. Fields 03-08 can have tariff codes to exclude. They need to be entered with a period between each tariff code with leading spaces. You will be able to put 3 numbers per line. The example below would cause any phone number with one of these Tariff Codes to be dropped from the directory list.
DIRECTORY	TARIFFCODE	ABCDE. XYZ.R111R
DIRECTORY-INCLUDE	SPECIAL-IDS	This User Edit will look to see if any Other Listing directory entries have been added to Special IDS. They will be pulled into the normal directory listing. Field 1 - DRECTORY-INCLUDE Field 2 - SPECIAL-IDS Fields 3 - 8 Leave Blanks This example will cause Special Id Other Listings to be pulled in to the regular Directory Listing.
DIRECTORY-INCLUDE	SPECIAL-IDS
DIRECTORY-SECTION	NPANXX	This will allow you to assign a Directory Section to an NPA+NXX combination when exporting the directory. Field 2 - enter the NPA and NXX, (entered without blanks or dash between). Field 3 - enter Directory Section Name. The example below would give all listings with NPA=208 and NXX=436 a directory section of "RUPERT" in the export.