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208-436-1912 (Fax)
208-436-1914 cti@pmt.org |
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Computer Technology, Inc. |
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Program Enhancements & Changes-------------------------------
Project #2538 –
‘Minutes Used’ Option Added
We
have added a "Minutes Used" option to Riata Inquiry – Telephone Number
and Location Screen and Toll Inquiry – Toll Information Screen. This will display the Minutes and Data used
by the selected Account as of the last time you generated Cellular Usage. *Remember, this is by Account.
Telephone
Number and Location Screen.
-
Click on ‘Other Options’ then Click on ‘Minutes Used’.
Inventory
Sales Minutes
Used Web
Trouble Ticket
Toll
Inquiry – Toll Information Screen.
-
Click on ‘Minutes Used’
The
following Screen will be displayed when selecting ‘Minutes Used’ from either
screen shown above.
-
Minutes & Data used by selected Account as of the last
time you generated Cellular Usage.
Project #2240 – Display List of Current Active Contracts
We
now display a list of Current Active Contracts for numbers that were
Disconnected, Suspended and Toll Restricted.
To
view these Contracts, select ‘Auto Disconnect’ from the Riata Programs menu,
select the Company Type and Cycle.
- Then Select ‘Review Contracts’
The
following screen will be displayed.
-
To sort, click the title of the column you want to sort by.
-
Select a row, then right click to go to Inquiry
-
There are also options to Print and Send to Excel.
Project #2547 –
Spread Inventory Sales Over Multiple Months
We have added a new option to
allow you to spread an Inventory Sale over Multiple Months when Payment Method
is ‘Bill”. When you enter the ‘Inventory
Sales Invoice’ screen, there is a new check box on the lower right corner ‘Spread
Over Multiple Months’.
When this box is checked, and
you add Inventory then click on Update & Close the following screen will be
displayed for each Inventory Item Added.
Enter the 2 digit number of
months you wish to spread the cost over and click ‘Spread Over Multiple
Months’.
You can also click on ‘Bill
All on Next Bill’ and the total cost of this item will be on the next billing.
We have also added a User
Edit that will default the number of months to spread the cost of Inventory
Items.
The User Edit is called
‘INVENTORY-SALE SPREAD-MONTHS’.
Setup User Edit
Field 1 = INVENTORY-SALE
Field 2 = SPREAD-MONTHS
Field 3 = Enter the 2 digit
Number of Months you wish to Spread the Inventory Cost over. (Example: Enter 03 for 3 month spread)
Field 4 = Tariff Code to Add
to the Non-Recurring Charges.
–
Field 4 is ONLY
needed if you want to change the Tariff Code.
–
For Example; The
system would use INVS0 if you check the ‘Bill All on the next bill’
button. If you select ‘Spread over
multiple months’ button the system will use the Tariff code entered in Field 4.
**Remember to enter preceding spaces if the Tariff Code is not 5 characters long.
If this User Edit is Setup, the check
box on the ‘Inventory Sales Invoice’
screen will automatically be checked for you.
When the ‘Spread Over Multiple Months’
screen is displayed, it will default the number of months setup in the User
Edit for you. However, you still will
have the ability to change the number of months if you wish.
To review or change the number of
months spread on an Inventory Item after it has been entered, go into
‘Non-Recurring Charges’ Screen as shown below.
-
Change the ‘Number of Months’ and
click on Move – this will update the Number of Months and the Monthly
Unit Cost for this Inventory Item.
Project #2560 – 2007
Service Order Change
We
no longer pre-populate the Social Security Number/Tax ID on the LNP email
screen of 2007 service order entry with the SSN/Tax ID number entered on the
first screen. Instead, it is displayed
above the SSN/Tax ID entry field on the LNP email screen along with a move
button. If a user wishes to use that
particular SSN/Tax ID, all they need do is click the move button.
Project #2563 –
Query Voice Mail
The "Query
Switch" option on the first screen of Riata Inquiry has changed. It now says "Query". When it is clicked a menu will drop with
"Query Switch" and "Query Voice Mail"
options. The "Query Switch"
option will work the same as the button has in the past. The new "Query Voice Mail" option
will query the voice mail server and return information indicating the
existence of voice mail. This will only work with RINA Voice Mail Server.
To implement your
Voice Mail Server contact Josh Tatton.
For
the "Query Voice Mail" option to be enabled you must set up
the new ‘VOICEMAIL-SETTINGS’ User Edit.
Once
this User Edit is setup, it will allow the user to Query the Voice Mail Server.
To Setup the User Edit.
Field 1 = VOICEMAIL-SETTINGS
Field 2 = Leave Blank
Field 3 = Enter the Voice Mail Server IP Address
Field 4 = Enter the
Field 5 = Enter the Voice Mail Server Username
Field 6 = Enter the Voice Mail Server Password
Field 7 & 8 = Leave Blank (Not Used)
When
you select ‘Query Voice Mail’ the following screen will appear.
You have
the options to ‘Connect, Disconnect and Print’.
Project #2559 –
Delete Charges (Recurring/Non-Recurring)
We
have added a new option called ‘Delete Charge’ to the Riata Programs Menu. This new feature allows you to Delete
Recurring or Non-Recurring Charges en masse. This will be used mostly for
Tariff Codes that are date sensitive.
Such as, 30-Days Free, 90-Days Free, etc. This does not replace option #13
(Add/Change/Remove Tariff Codes) on CUST1 Menu, this is still used for other
features.
Contact
your Company’s Security Personnel to get Authority to this new feature.
To
access this feature, select ‘Delete Charges’ from your Riata Programs
Menu.
The
following screen will be displayed:
-
Select the File you wish to Filter on, use the drop-down to
view choices.
-
Enter a Tariff if you wish to Filter on a single Tariff –
leave blank to view all.
-
Enter a Start Bill Date
-
Press ‘Apply Filter’
The
Screen will populate based on the Filter information entered.
-
Select the Records
you wish to Delete by checking the check box below the Delete column.
(or)
- You have the Check All and Un-Check
All options.
- You have the ability to Print this List and load into Excel
is so desired.
Once
you have selected all the Records you wish to Delete, click on the Delete
button.
The
following confirmation message will be displayed.
-
If
you select No you will be returned to the Delete Recurring Charges screen to
re-select.
-
If
you select Yes the Records you selected will be Deleted from the checked
Account and the following screen will display the results.
-
The Delete Column
will now show in Green. You can click on
‘Hide’ to hide the view of ‘Marked For Deletion’ and then Click on ‘Show Marked
Deleted’ to view again.
-
The ‘Delete’ option will now be disabled. If you need to delete additional Records,
click on Exit and reselect ‘Delete Charges’ from the Riata Programs Menu.
Note:
When the Deletion is Successful, the Records are displayed in GREEN. If the Deletion was un-successful the Records
will be displayed in RED.
After
the Record is Deleted, a Note will be written to the Customer’s Account to see
what date and what user deleted this charge. The following is an example of the
Note created.
Project #2574 –
Payroll / Only Display Companies from PAYROLLTIMECODE
In the Payroll program
we have added a way to only show the companies associated with the
"PAYROLLTIMECODE" user edit if the company selected matches the
employees original company. We have created a new User Edit Called
‘PAYROLL-TIME-CODE ORIGINAL-CO#’.
You would want to setup
this user edit, if you are a multiple company and if you want leave time to
only be assigned to the original company number. If the company number does not match the
Employee’s Original Company number you will not see the time codes from user edit
PAYROLLTIMECODE.
In this example, the companies
set up in the “PAYROLLTIMECODE” will not be displayed if the company the user
has selected, and clicked “Reload for this Company”, does not match the
employee’s original company.
To Setup new User Edit
‘PAYROLL-TIME-CODE ORIGINAL-CO#’
Field
1 = PAYROLL-TIME-CODE
Field
2 = ORIGINAL-CO#
Field
3 through 8 = Leave Blank
Project #2586 –
Bill Minutes by Phone Number
We
have created a new program that will Allocate the Base Charge for your own Long
Distance Calling Plans, based upon the Bill Minutes by Phone Number. If this feature interests you and you are a
multi G/L Company, please contact Ramon in order to adapt this to your use.
For Example: If a plan cost is $12.00, today all the $12.00 goes to the INTER-State Revenue G/L Account. By Customer, if they have a 50/50 split of minutes, then $6.00 would go to INTRA-State Revenue G/L Account and $6.00 would go to INTER-State Revenue G/L Account. Or by Customer, if they have an 80/20 split of minutes, then $9.60 would go to INTRA-State Revenue G/L Account and $2.40 would go to INTER-State Revenue G/L Account. Or by Customer, if they have a 100/0 split of minutes, then $12.00 would go to INTRA-State Revenue G/L Account and $0.00 would go to INTER-State Revenue G/L Account.
New User Edit
‘TOLL-REVENUE-SPREAD’ has been created.
Setup
User Edit:
Field
1 = TOLL-REVENUE-SPREAD
Field
2 = Carrier Number (Usually Own Long Distance Carrier)
Field
3 = INTRA-State Revenue G/L Account Number
Field
4 = INTER-State Revenue G/L Account Number
Field
5 = Special Revenue (Used for
Field
6 through 8 = Leave Blank
Project #2587 –
Pro-Rated Riata Package Sub-Tariffs will be Updated
Riata Packages - We have made it so that
the bill dates for prorated Riata Package sub tariffs will be updated to match
what the package tariff dates have. This would only be an issue if you go in
and change the bill dates on the package tariff non-recurring entry after you
have prorated. This will make it so that the possibility of the sub tariffs
getting excluded from billing when the package tariff makes it into billing
won't happen.
Project #2589 – USF
Base Cost by Tariff Code
We
have created a new User Edit (USF-COST) that will give you the ability to
identify the Base Cost to Calculate USF by Tariff Code. This is used when calculating
ser-charges.
For Example: If you have a Tariff Code that cost $45.90 and $20.95 is NOT Charged USF and $24.95 is Charged USF you would setup the following new User Edit as shown.
New User
Edit ‘USF-COST’ has been created.
Setup User Edit:
Field 1 = USF-COST
Field 2 = 1 digit Company Number (1 through 9)
Field 3 = Tariff Code (xxxxx)
Field 4 = 6 digit Cost that is NOT Charged USF
(enter
dollar amount including decimal ‘xxxx.xx’)
Field 5 = 6 digit Cost that IS Charged USF
(enter
dollar amount including decimal ‘xxxx.xx’)
Field 6 = Enter CREDIT-TAXES if you want to Credit Federal
& State Tax to Field #4.
Field 7 & 8 = Leave Blank
*Note: We will use these cost
amounts to handle pro-rating calculation correctly.
Project #2543
– Ability to Print Company # Specific Overlays (Riata Statements) from
Riata
You can now print Specific
Overlays (Riata Statements) by Company Number.
In the past, it just printed the overlay for company 0/1. A new User Edit
called ‘RIATA-STATEMENT-CO#’ has been created
for this option.
This User Edit will allow you
to print Company Specific Overlays when printing an AS/400 Statement from
Riata. If this User Edit is setup, the Company # will be retrieved from the
account to know which Overlay to Print. Use this if you have multiple Companies
and different Statement Overlays for them.
Setup
User Edit:
Field 1 = RIATA-STATEMENT-CO#
Field 2 through 8 = Leave Blank
Project #2582
– Merge Auto-Disconnect File & Delinquent Balance Listing (Aging List)
We have added the ability to Merge the Auto-Disconnect
File with your Delinquent Balance Listing, also know as your Aging List. If you are currently using Auto Disconnect,
you probably don’t want to use this feature. This is used when you have
different Disconnect Dates for different Types of Service within the same
Billing Cycle. Example; Different disconnect dates for pre-paid than
post-paid. A new User Edit called
‘DISCONNECTAUTO MERGE-INTO-EXISTING’
has been created for this new option.
Setup
User Edit:
Field 1 = DISCONNECTAUTO
Field 2 = MERGE-INTO-EXISTING
Field 3 through 8 = Leave Blank
If
this User Edit is setup, ‘Merge into Existing’ will be accessible from the
‘Retrieve from Delinquent Balance Listing within Auto Disconnect.
From
the Riata Programs Menu – With-in the ‘Auto
Disconnect’ program.
-
Select ‘Retrieve from
delinquent balance listing’
o
‘Keep as Separate Companies’ – this option was previously was called ‘Permanent’ & works
the same.
o
‘Merge into existing’
– new option that
will only be accessible if the above User Edit is Setup.
o
‘Temporary’ – old
option that was not used, therefore removed.
Keep
as separate companies Merge into
existing
-
Once you select ‘Merge into existing’, the following screen will be
displayed. This gets the current Auto
Disconnect File and Merges in the Delinquent Balance Listing (Aging List). The merge also updates Dates and Totals.
This
screen is color coded as follows;
-
BLUE records are Account Records that
are on Both the Auto Disconnect Listing & the Delinquent Balance
Listing. When Update is selected,
Amounts and Dates will be updated.
-
PURPLE records are Phone Records that
are on Both the Auto Disconnect Listing & the Delinquent Balance Listing.
When Update is selected, only Dates will be updated.
-
WHITE
records are marked ‘Do Nothing’ – these are records that were in the Auto
Disconnect File, but no longer in the Delinquent Balance Listing. When Update
is selected no changes are made.
-
GREEN records are in the Delinquent
Balance Listing, but Not in the Auto Disconnect File. When Update is selected, these records will
be Added.
After
‘Update’ is selected – the records will be Merged and this form Closes.
(When re-opened the Green records will become Purple or Blue).
We
have also added a New Option to ‘Auto Disconnect’ called ‘Delete Records By Date’.
- When you select ‘GO’ on
this new option, the following screen will be displayed.
- The Apply Filter button pulls
Records which were merged on that Date or Prior. Once you click on ‘Apply
Filter’ the system will pull records that have been ‘Un-Toll Restricted,
Un-Suspended or Un-Disconnected.
- Select the records you wish
to delete by placing a check in the Delete Column box. Un-check to Not Delete.
- Click on the Delete Button
to continue with the deletion or Exit to cancel and return to the Disconnect
Accounts screen.
Project #2583
– Update Switch Form
We
have added the ability to Un-Toll Restrict, Un-Suspend or Un-Disconnect
Completely & Immediately from Cash Receipts. This would be used when a Customer has been
Restricted, Suspended or Disconnected makes a Payment and needs to be
Un-Restricted Immediately. If you have
someone at a management level that Approves Un-Toll Restrict, Un-Suspend or
Un-Disconnect accounts, you Do Not want to use this user edit.
** See Request # 2584 if Management Approves all Un-Toll
Restrict, Un-Suspend or Un-Disconnect accounts.
A
new User Edit called ‘DISCONNECTAUTO
LAUNCH-FROM-CASH-REC’ has been created for this new option.
Setup User
Edit:
Field 1 = DISCONNECTAUTO
Field 2 = LAUNCH-FROM-CASH-REC
Field 3 = Enter the Switch Type(s) 1, 2 and/or 3.
(This will determine which Switch Types will be Accessible in the Drop-Down. /Switch Types: 1=DMS 10 / 2=DMS 100 / 3=DMS 100 Wireless)
Field 4 through 8 = Leave Blank
If
this User Edit is setup, when in Cash Receipts and a Payment is posted the
following screen will be displayed. A
new Drop-Down menu will appear on the screen as shown below.
-
Once you select
Update, the drop down menu will display as shown. Only the Switch options you have setup in the
above User Edit will be accessible.
-
Click on the Switch
Type needed. This will launch the Auto Disconnect Program.
-
The Switch
Commands Screen will be displayed. Click
Exit and you will be prompted to Continue, if you say Yes, the Program will
Un-Suspend, Un-Restrict or Un-Disconnect all numbers marked as such in the Auto
Disconnect File.
DMS 10 DMS 100 Wired DMS 100 Wireless
Project #2584
– Update Switch From Review Cash
Receipts
We
have added the ability to Un-Toll Restrict Completely & Immediately from
Review Cash Receipt Changes. This is
what is used if you Do have Management that Approves Un-Toll Restrict,
Un-Suspend and/or Un-Disconnect.
** See Request # 2583 if Management Does Not Need to Approve
Un-Toll Restrict, Un-Suspend or Un-Disconnect accounts.
A
new User Edit called ‘DISCONNECTAUTO
STYPE-CASH-REC-REV’ has been created.
Setup User
Edit:
Field 1 = DISCONNECTAUTO
Field 2 = STYPE-CASH-REC-REV
Field 2 = LAUNCH-FROM-CASH-REC
Field 3 = Enter the Switch Type(s) 1, 2 and/or 3.
(This will determine which Switch Types will be Accessible in the Drop-Down. /Switch Types: 1=DMS 10 / 2=DMS 100 / 3=DMS 100 Wireless)
Field 4 through 8 = Leave Blank
If
this User Edit is setup a Drop-Down menu will appear on the Review Cash Receipt
Changes Screen, to Select the Switch type in order to Un-Toll Restrict,
Un-Suspend or Un-Disconnect Immediately.
DMS 10 DMS 100 Wired DMS 100 Wireless
Once you select ‘Update &
Run Auto Disconnect’, the drop down menu will display as shown. Only the Switch options you have setup in the
User Edit will be accessible.
-
Click on the
Switch Type needed. This will launch the Auto Disconnect Program.
-
The Switch
Commands Screen will be displayed. Click
Exit and you will be prompted to Continue, if you say Yes, the Program will
Un-Suspend, Un-Restrict or Un-Disconnect all numbers marked as such in the Auto
Disconnect File.
Project #2590
– Text File Option in Auto Disconnect
We have added a ‘Text File’
Option in Auto Disconnect to use as needed.
From the Disconnect Accounts
– Edit File Screen, select ‘Export’.
This will export a List of the Numbers Displayed in the ‘Edit File’
List.
* New Option ‘TXT File’
Project #2592
– Send the Same Text Message (SMS) to Multiple Numbers
We
have added a new option to the Riata Programs Menu called ‘Send Batch
SMS’. This new feature allows you to
send a Text Message (SMS) to several people listed in a Batch File. For Example; You may use this new feature to
send a text message to everyone that is scheduled to be disconnected. Contact your Company’s Security Personnel to
get Authority to this new feature. This
only works for RINA.
If
you are a RINA Client and want your Users to go to your Web Page, Contact Josh
to setup the details.
To
access this feature, select ‘Send Batch SMS’ from your Riata Programs
Menu.
The
following screen will be displayed:
-
Click on ... to Select the Text File,
.fg File, then click on the ‘Import’ button.
-
There are options to find Duplicates and Invalid Numbers.
-
Records can be Deleted and Added.
-
Enter ‘From’ Information and the ‘Text Message’ you wish to send – up to 640
Characters.
-
Select an .fg File to Save to.
-
Click on ‘Send’ to send the Text message to all Numbers that have been
selected.
Project #2603
–
Now
when you do a “Number Change” (Change a Main Bill Number), all sub-numbers that
are Main Billed to it will be Updated with the new Main Bill Number without
needing to do a Service Order on each sub-number. This will save you time by only doing one
Service Order on the Main Billed Number.
You
will No longer have to do a Service Order on each Sub-Number.
A
Note will also be written under each number indicating the change that
has taken place.
Project #2577
– Riata Payroll / Load Default Time
We have added a way to load
default time into Riata. This will make it easier for those that do the same
thing each day. Each person will have the ability to set up their own
defaults. First decide what defaults you
want. Then what dates you will assign to
the defaults. Make sure you enter a
different Date for each default Scenario you setup. Do Not use
year 00 for any of your defaults, CTI will be using it for a future
enhancement. Some default examples
are; Vacation Day, Sick Day, Regular
Work Day. Defaults do not have to have a
Start and End Time, they can just show 8 hours worked regardless of the time
stared or ended.
To set up Default Payroll Time:
1- Enter into Riata Payroll as you Normally do.
2- Check the box ‘Set up Defaults’
3- Double Click on the Name Field
The Payroll Screen will be displayed – showing ‘Setting up Defaults’. Click on ‘Add’ to start adding your defaults.
- Select the appropriate Time Code, G/L, Budget, etc. information as needed. When done setting up a Default Day select Update. Continue adding additional Default Dates as needed. Make sure you enter a different Date for each default Scenario you setup.
When you are done setting up the Default Dates you will see them all displayed.
In this Example:
Special Project Day has been setup as a default indicating an 8.5 hour day with a non-paid lunch.
Next, an 8 hour Vacation day has been setup.
And the last Default day setup is showing as a Regular Time, 9 hour day, with a 1 hour non-paid lunch.
Once you are done entering all your defaults, click on Exit and return to the first Payroll screen. Un-check the ‘Set up Defaults’ box then double click to enter your Payroll Time.
The second payroll screen will be displayed with a new button added, called ‘Load Defaults’.
To use the defaults you have setup, click on ‘Load Defaults’ and the following window will be displayed.
- Enter the date you wish to apply your time too. (Today’s Date will be defaulted)
- Then select the default you wish to use. In this example, Regular Time with 1 hour lunch has been selected.
- Click on ‘Select’ and this Default time will be used for the indicated date.
You are now returned to the previous Payroll Screen and the Default time has been entered.
Project #2611
– Riata Inquiry / Toll Inquiry – To View Option Added
In Riata Inquiry
– Toll Inquiry button, we have added a drop down to select ‘To View’ or
‘Generate Credit’. The Generate Credit
will take you into the Toll Information screen the same just selecting the Toll
Inquiry button. The ‘To View’ option
will take you into the Toll Information Screen and directly to Toll
Filtering. This will save you one step.
REMINDER: There are Filtering Option and Sort by Heading.
To View Generate Credit
Project #2612
– Ability to Change Account & Sub-Account in Show Statement Detail
Option
In Riata Inquiry –
Customer Account Information – Show Statement button – Show Statement Detail,
we have added the ability to change the Account and Sub-Account number in order
to view another Accounts Statement Detail without exiting.
To
View another Accounts Statement Detail, enter the Account Number / Sub-Account
Number and click on ‘Load Statement Detail’.
This is so you can quickly review Statements, particularly for Accounts
that have non-billed charges.
Note:
When you exit the Statement Detail screen you will be returned to the
original Account Number you started with.
Project #2613
– Sales Person Name & Number Displayed in Service Order History
We now display
the Sales Person Name along with the Sales Person Number on the Service Order
History Screen.
In Riata Inquiry
– Phone Number Information screen – Other Tab - SVO Hist button, we now display
the Sales Person Name & Number.
Project #2614
– Ciber Referred to as Roaming
In Riata Inquiry,
Ciber information is now referred to as ‘Roaming’. From Riata Inquiry – Phone Number Information
Screen – Toll Inquiry button – To View option, Ciber is now shown as ‘Roaming
Unbilled’.
Project #2616
– New ‘Other Options’ to Display
Websites Determined by a User Edit
We
have added the ability to setup a new menu of Web-Sites from Riata Inquiry –
Phone Number Information Screen.
First you need to setup a new User Edit
called ‘OTHER-OPTIONS-WEB’. This will
mostly be used by those of you that have GEO or Atlas Websites that you want to
access.
Setup User Edit:
Field 1 =
OTHER-OPTIONS-WEB
Field 2 = Leave
Blank
Field 3 = Title of Web-Site (The Title you
want to see in the drop-down Menu)
Field 4 through 8
= Enter the URL of the Web-site, including http://
(Example: Google =
http://www.google.com/ and CTI = http://www.cti-id.com/)
Enter as many User Edits you would like
to display the options you would like to see in your drop down menu.
Now you can access these web-sites from
Riata Inquiry – Phone Number Information screen. There is a new button at the bottom of the
screen called ‘Other Options’. Click on
this button and drop-down menu will be displayed with the Web-Sites you entered
into the User Edit(s) explained above.
CTI Google
DISCLAIMER: It is impossible to test all Web
Browsers. If you have a problem or
issue, please contact us.
Project #2617
– Delete Charges Filter, Displays Days
and Months
From
Riata Programs Menu – Delete Charges option, we now display the Number of Days
and Approximate Number of Months based on the Start Bill Date entered. This is helpful when you are looking for
Charges that are within the 90 days.
Project #2610
– Delete or Edit Multiple User Edits at
Once
You
now have the ability to Delete or Edit Multiple User Edits at one time based on
Field 1 and/or Field 2 Values.
From
the Riata Programs Menu, select ‘User Edits’, then Click on the new button
located at the bottom of the screen called ‘Delete/Edit Multiple’. The following window will be
displayed:
-
Enter Field 1 and/or Field 2 information and click on ‘Find Next’. Only the User Edits with
the same Field 1 and/or Field 2 will be located.
-
Once you locate the User Edit(s), you can click on Delete to Delete the User Edit or Edit to make changes to the User Edit.
-
Continue clicking on Find Next until all matches are taken
care of.
-
When you select ‘Delete
All’, the following message will be displayed telling you how many User
Edit(s) you have that match the Field 1 and/or Field 2 search. Select YES, to Delete all User Edits that
match the search.
NOTE: There in NO
UNDO for Deletion so make sure you do want to delete all matches. If you are unsure, you may want to select the
Delete option then Find Next and Delete the User Edits one at a time.
Project #2627
– Inventory History – Inventory Number No Longer Required to Search
In the
past, a valid Inventory number was required to search for a Serial or Electronic
Serial Number in Inventory History. Now, if you have the Serial/Electronic
Serial number you are able to find the History without the Inventory
number.
From the Riata Program’s Menu – Select ‘Inventory
History’.
Enter a Serial Number and/or Electronic Serial Number, then
Click on ‘Find History’.
Project #2637 – Toll
Information / All Calls For Account
We
have added a way to let the user see all the calls for an account in the Toll
Information filter screen. Click the "All calls for Account"
button and the calls for all the numbers assigned to that account will be
displayed. To limit the calls by number, place a check in "Select Phone
Numbers" checkbox.
Project #255x
– Inventory Received Invoice Option
You
can now Print an Inventory Received Invoice once Scanned Inventory is
loaded.
From Start1 Menu: select #7 (Inventory),
then #24 (More Inventory Option…), then #8 (Load Inventory On-Hand from WASP
Scanner). Enter WorkStation Status
information and press F5.
NOTE:
Your G/L Control Company # and Library information in Riata must match
the WorkStation Status information for this program to work correctly.
Once
you press F5 from the WorkStation Status screen, the following window will be
displayed.
- Select the Scanner option then ‘Get Scan Data’ to pull in
Inventory from your WASP Scanner, or
- Select the File option, browse to the File Location, then
‘Get Scan Data’ to pull in Inventory from a File Location.
- Print Grid and/or Save Grid to Excel are also available.
- Clear New Scans from Grid = Clears the Inventory Information
displayed so you can start over.
- Tips = Displays Help Information based on where cursor is
placed, click on check box to turn off.
- Total Qty = Displays the Total Quantity of Inventory Items
Displayed.
- Inventory DB = Inventory Data Base, showing the Starting
Ticket #.
- Clear File = Clears Previously Saved but Unprocessed
Inventory (these are labeled 'DB' and are light grey).
- Save New Scans = Save New Inventory Scans displayed to the
Inventory DB file to be Processed.
- View as Invoice = Click on this Button to view and/or print
the Inventory as an Inventory Received Invoice.
The following
Screen will be displayed.
-
Click
on ‘Return to Normal View’, to return to the UPC Inventory Window.
CONFIGURE: The ‘Configure’ button on UPC Inventory
screen, is for you to configure your Scanner & PC.
Once you click on ‘Configure’ the
following window will be displayed:
-
-
Scanner ID = Identification Code set on the Scanner, Defaults
to 'A'; you can use the drop-down and
select a different ID.
-
Program the Scanner = Installs Scanning Program onto the
Scanner.
-
Generate/Install Inventory Master = Installs the Current
Inventory Master Information into the Scanner.
- Tips = Displays Help Information based on where cursor is
placed, click on check box to turn off.
SCANNER SETUP:
Request # 2551
- Recurring Tariff Selection
We
have added a new option called ‘Recurring Tariff Selection’ to the Riata
Programs Menu. This will Search for Phone Numbers matching the Tariff Codes
Chosen and Saves the Numbers and the First Tariff they Matched to a File and
can be used by QB. Contact your
Company’s Security Personnel to get Authority to this new feature.
To
access, select ‘Recurring Tariff Selection’ from your Riata Programs Menu. The following screen will be displayed:
-
To Filter Tariff codes down to a smaller selection, Click on
‘Filter Tariff Codes’ and enter a key word then click on Find. (Example: Enter ‘Tax’ click on
Find and only the Tariff Codes with Tax in the Description will be displayed.)
-
Click
on the Tariff Group
-
Then
Double Click or Click & Drag the Tariff Codes you would like. They
will then appear below the Group Number.
-
Click
on New if you need additional Groups.
-
To
remove a Tariff Code – double click on it or Right Click to Delete and it will
be removed.
Click on ‘Go’,
once you have selected the all the Tariff Codes you want. The Phone Numbers that match this selection
criteria will be displayed.
Click on ‘Load Available Service’ to see the details
under Available Services – i.e. Cable, DSL, etc. (Optional if using GEO or
Atlas)
Click
on Create File and the results will be saved to file ‘BRCSMxx’ (xx=Work Station)-
and the following message will be displayed asking if you would like to
continue to QB.
-
If
you select (Yes), QB will be opened and you can enter the File Name ‘BRCSMxx’
with File Type ‘Other’.
-
If
you select (No), you will be returned to the Recurring Tariff Selection screen.
-
You
can select ‘Run QB’ directly from the Recurring Tariff Selection screen
once the File has been created
TIPS – A Tips/Help
option has been added to this Screen.
If the ‘Tips’
box is Checked you can place you mouse on any area of this screen for helpful
instructions for that area.
In the
example below the mouse has been placed on the Tariff – Description
window.
*Note:
Once the File has been created, the File Name ‘BRCSMxx’ will be displayed here.
Request # 2550
- Billed Entries (G/L) Review
We
have added a new option called ‘Billed Entries (G/L) Review’ to the Riata
Programs Menu. This new feature gives
you the ability to find Non-Recurring and Monthly Charges Organized by Company
Number, G/L Account and Tariff Code.
Sub-Totaling hierarchy can be changed by dragging the columns into
different order, with the highest-level being the left-most column. This will
default to the exact file your billing (Company #, G/L Account and Tariff Code)
entries are made from. Program
BNRGL5. You can use this to summarize
charges by Company #, G/L and Tariff, then drill down farther for details within
the subtotals. This comes up in the same
order as your BNRGL5. Contact your
Company’s Security Personnel to get Authority to this new feature.
To
access this feature, select ‘Billed Entries Review’ from your Riata Programs
Menu.
The
following screen will be displayed:
- Double Click on Library and/or File to change.
- Print Grid and/or Save Grid to Excel are also available.
- Tips = Displays Help Information based on where cursor is
placed, click on check box to turn off.
- Subtotals = Displays Subtotals, click on the check box to
turn off.
- You also have the options to select Filters as needed.
- Records = Displays the Number of Records Shown, Filtered Out
and Total.
- Stop = Click on Stop, if you are Loading a File and wish to
Stop.
Project #2591 – Keep Money Type in Cash Receipts
When ‘Keep Money Type’ is
checked on the Cash Receipts screen shown below, the Money Type will be kept
when selecting Update and Add or when selecting Add More Cash Receipts from the
second Cash Receipts screen. It will
only change if the Money Type is changed, if it is un-checked or when Cash
Receipts is closed and re-opened.
Project #2673
– Account Name Displayed on the second Cash Receipts Screen
You now have the ability to
view the ‘Account Name’ on the first Cash Receipts screen.
Check the box ‘Show
Account Name’ displayed above the Daily Total and this will show the
Account Name for each Cash Receipt.
Company Number will also be displayed.
Project #2701
– ‘Non/Recurring Charge’ from Riata
Programs Menu
From
Riata Programs Menu – Option ‘Non-Recurring Charge’, we have added a dropdown
option to display the file description you would like to change. You have the ability to change or remove
Recurring and Non-Recurring charges.
Contact
your Security Personnel for Authorization to this feature.
Project #2711
– Blinking Label in Inquiry if Account
has Pending Service Order
In Riata Account Inquiry, we have added a
label that blinks on the Customer Account Information Screen (Main Account
Inquiry), if the customer has a pending Service Order.
Project #2708
– Cash Receipts / Look for
Sub-Accounts
In
Riata Cash Receipts, after the Account is entered we look to see if the account
has Sub- Accounts. If Sub Accounts are found, we display a message letting the
user know the Account has Sub-Accounts and to verify you have applied the
receipt to the correct account. If you answer this message with a Yes – to make
changes, you will have to Delete the Cash Receipt Entry and Re-enter the Cash
Receipt with the correct Account & Sub-Account.
Note: If the User Edit
‘CASHRECEIPTS SCAN-IGNOR-WARN’ is set
and the ‘Scan’ box is checked, this message will be ignored.
Project #2716
– Display Inter & Intra Carriers
We
now display the Inter and Intra Carriers in the list on the Telephone Number
and Location screen in Riata Service Order Entry and Inquiry. Scroll to the right to see the Inter &
Intra Current Carrier PIC for each phone number.
Project #2743
– Clearing Notes Displayed in Trouble
Tickets
In
Trouble Tickets you now have the option to enter ‘Trouble’ or ‘Clear’
Notes. When adding a Trouble Ticket
Note, select the Note Type you wish to enter.
Clear
notes will be highlighted in
Project #2421 –
Merge Inventory Detail Items
We have a new
option to Merge Inventory Detail Items.
You will Only run this immediately after you have run option #6 (Pull Inventory
Sales) from the Inventory Menu. A list
will be generated of the Items Merged.
Use this to clean-up Inventory Detail File. (Clean-up In & Out’s).
From
Start1 Menu: select #7 (Inventory), then select #24 (More Inventory Options),
then select #9 (Inventory Detail File Merge).
- The following message will
appear.
- Continue on ONLY if you have already run
option #6 (Pull Inventory Sales).
Project #2555 – 911
NENA House # Left Justified
Intrado
complained to one Client that the House# in 911 NENA 2 Format is to be left
justified. Intrado assured us this needs
to be done would not cause any problems when you send your 911 to Intrado. This change Only affects NENA 2 format.
Please contact Ramon if you have any questions.
Project #2573 – Read
in Cellular CIDS and BIDS
We
have added a new option to read in Cellular CIDs and BIDs.
From Start1 Menu – select option #23 (System
Maintenance), then option #10 (Key/List Carriers), then enter #3 (Change/List
SID/BID Information by NPA/NXX)
The
following Message will be displayed – Enter ‘Y’ – Press F5
-
New Option 4 (Syniverse Format) has been Added.
- Additional change in Option 2
(Change/List Ciber Cellular Carriers).
-
You will now be able to key in the City, State and Country on the second
screen.
Project #2575
– Bank Reconciliation / No Longer
Posting Duplicates
When
Posting Bank Reconciliation entries from G/L file, we have made a change to Not
Post Duplicates.
From Start1 Menu – select option #4 (General Ledger),
then option #12 (Key Master Accounts)
For
Example;
As
shown the A/P Cash Account #1 is the same as #4. Therefore, we now Only Post
the Bank Reconciliation to Cash Account #1.
A/P
Cash Account #2 is the same as #6. Therefore, we now Only Post the Bank
Reconciliation to Cash Account #2.
A/P
Cash Account #3 has no duplicates and we still post normally.
Project #2413
– Statement Section Header Descriptions
This is for
Clients using BSTA6P as their Statement Program. The sections on the bill are
divided by the Bill Type Code. The Header Description from the Bill Type is
limited to 30 characters. If you need a
longer Description to print or if you need a different Description for each
Billing Cycle, setup the new User Edit ‘BSTA6P-BILLTYPE-DESC’. This will allow up to a 60 Character Description.
You can set this up for each bill type that needs a longer description. Remember that ‘*T’ is used if the bill type
is to be blank in the tariff master.
Setup
User Edit:
Field 1 = BSTA6P-BILLTYPE-DESC
Field 2 = Enter 2 Character Bill
Type Code followed by a decimal then 1 Character Billing Cycle Code. (CL.2) “Leave Billing Cycle Blank for all Cycles not
previously identified in this User Edit.”
Field 3 through 5 = Enter up to 60 Character Description.
Field 6 through 8 = Leave Blank
Project #2615
– Payment Promise List will Not Change
or Remove Promises
We made it so
that the Payment Promise List will NOT change or remove any Promises. Printing
a List does No Updating.
Hopefully this
will take care of issues some clients have had with Payment Promises moving to
the History File to soon. You may begin
to see some old Payment Promises hanging around longer than in the past.
Also added on the
print-out, to the right of the payment promise, we will display ‘-
Reminder: You can Delete
Payment Promises by Date. From Start1
Menu: select option #1 (Customer Information), then #21 (Goto Lists &
Reports Menu), then #16 (List Payment Promises). -
Enter ‘Y’ (Yes) on ‘Do you want to delete promises by Date?’ – Then
enter the up-to Date. All Payment
Promises prior to the date entered will be deleted and moved to History.
Project #2712
– Protecting G/L in Inventory Master
In the Inventory Master
the G/L field is protected so nothing can be entered into this field. If you need to change something in this field
you can enter a F19 to unlock the G/L field. Once you press
F19 your cursor will be placed in the G/L field.
From
Start 1 Menu, select # 7 (Inventory), then # 13 (Key Inventory Master)
Project #2720
– Recurring Charge Discount
This Discount lets you give a
total Dollar credit for a set number of months or a Percentage of monthly
charges for a set number of months or Both.
With this discount, you can
have a set discount amount to be spread over a set number of months, or a set
percentage of monthly charges for a set number of months. The month is based on the Start Bill Date of
the qualifying tariff code from field 3 of the user edits. Both of these are
based on tariff codes that you specify.
A tariff code will need to be added to the customers that qualify for
this discount. This is all set up using User Edits.
Set Discount Amount – You will specify the total dollar amount to be
spread over a set number of months. This can be from 01-99. You will set up the tariff codes that qualify
for the discount. At month end billing time, both recurring and non-recurring
charges will be looked at for total monthly charges. The monthly charges will
be subtracted from the total discount amount until the total discount has been
used up or the number of months has passed.
User Edit
‘RECURDISCOUNTTARIFF – OPTIONS3-TOTAL-CREDIT’ needs set up for this. Field 3 is the tariff code added to each
customer that qualifies for the discount. Field 4 has the # of months to spread
the credit (01-02). Then the total
discount amount (005000). This would be $50.00.
Then the tariff code to show the discount for billing. The ‘D’ means this is a Total Dollar Amount
and not the Percentage. Field 5 – 8 has
the tariff codes that qualify for the discount.
Separate by a period. If the tariff code is not 5 characters long, key
leading spaces. If the tariff code is
combined with other services into one new tariff code, put it here also.
User Edit
Setup Example: HBO is tariff code ZZHBO.
HBO is also combined with Cinemax and Movie Channel into tariff ZZCMB. Both
ZZHBO and ZZCMB would be added here. The amount to pull from ZZCMB for HBO is
defined in another user edit that is explained below.
Field 01 = RECURDISCOUNTTARIFF
Field 02 = OPTION3-TOTAL-CREDIT
Field 03 = PCSCA (Qualifying
tariff code added to each customer)
Field 04 = 01-02.005000.ZZ10T.D (#months,
total discount, output tariff, D=Dollars)
(Fields 5 through 8 = List of tariffs that qualify for the discount separate by period if less than 5 characters, key leading blanks)
Field 05 = ZZHBO.ZZCMB
Field 06 =
Field 07 =
Field 08 =
For Example: This User Edit could be used, if you offer HBO for
$25.00 per month and if the customer gets the first 2 months free, then you
would enter the following in field #4 as shown above 01-02 (to show the credit
is for only the first two months) .0050000. (this indicates the total of $50.00
to be credited) .ZZ10T (out-put Tarriff) . D (indicating that the 005000 is
read as dollars / $50.00).
We look at Recurring &
Non-Recurring so you can still prorate.
The customer may get billed for a portion of the Tariff or in this
example a portion of the HBO service, then show a credit on the bill as
well. This is because the credit will be
reflected based on the time of hook-up and not for the time of billing.
Percentage Discount – You will specify the percentage of the total
monthly amount to give as a credit. This credit will be given for each of the
months specified in the user edit (03-06). User Edit ‘RECURDISCOUNTTARIFF –
OPTION3-%-CREDIT’ needs to be setup for this.
Field 2 is different than in the user edit above. Field 4 is also
different than in the user edit above, you will key the percentage instead of a
dollar amount. There are no decimal places in the percentage. 000015 would be
15%. There is also a ‘P’ for percentage.
User
Edit Setup Example: A 15% credit of
the total monthly charges will be given for months 3-6.
Note:
In this example, you could give the 15% discount for months 3-6 and then set up
another user edit that had months 12-12 and give 100% free. This would be used
for those cases when you want to give the 12th month free.
Field 01 = RECURDISCOUNTTARIFF
Field 02 = OPTION3-%-CREDIT
Field 03 = PCSCA (Qualifying
tariff code added to each customer)
Field 04 = 03-06.000015.ZZ10T.P (#months,
discount percentage, output tariff, P=Percentage)
(Fields 5 through 8 = List of tariffs that qualify for the discount separate by period if less than 5 characters, key leading blanks)
Field 05 = ZZHBO.ZZCMB
Field 06 =
Field 07 =
Field 08 =
For Example: This User Edit could be used, if you offer HBO for
$25.00 per month and if the customer signs up for 6 months they will receive a
15% discount for months 3 through 6. You
would enter the following in field #4 as shown above 03-06 (to show the credit
is for months 3 through 6) .000015. (this indicates 15% will be credited for
those months) .ZZ10T (out-put Tarriff) . P (indicating that the 000015 is read
as a percentage / 15%).
Tariff Code Combined with
Other Tariffs - If a tariff code is
combined with other tariffs (HBO,Cinemax,Movie Channel) into one new tariff,
set up User Edit ‘RECURDISCOUNTTARIFF
OPTION3-TRF-MAXIMUM’. This will tell what dollar amount and percentage
of the tariff code cost to use for the discount. Field 1 is the same. Field 2 is different
than in the user edit above. Field 3 still has the qualifying tariff code.
Field 4-8 will have the combined tariff code (ZZCMB) and a dollar amount, and a
percentage. The dollar amount is for recurring charges. The percent is for
non-recurring charges. The dollar amount for recurring charges would normally
have what you normally charge for the individual tariff code (ZZHBO). For
non-recurring charges, the percentage that HBO was of the total cost. This
would pull just that percentage from the non-recurring charge and add for the
discount. In this example, $10.50 would
be added for discounts when a recurring charge is found. 35% of the
non-recurring charge would be used for discounts.
User
Edit Setup Example: Tariff ZZCMB will
use $10.50 as the maximum amount for discounts if the charge is a Recurring
Charge is found and it will use 35% of the charge if the charge is a
Non-Recurring record.
Field 01 = RECURDISCOUNTTARIFF
Field 02 = OPTION3-TRF-MAXIMUM
Field 03 = PCSCA (Qualifying tariff
code added to each customer)
Field 04 = ZZCMB.001050.035 (Fields 4 through 8 = List of Combined Tariff Code, Dollar Amount, Percentage)
Field 05 =
Field 06 =
Field 07 =
Field 08 =
For Example: This User Edit could be used, if your HBO charge is
within a Tariff that includes Basic Cable and Internet and you are offering HBO
for free the 1st month. The
total cost for the package tariff is $30.00.
35% of that cost is for the HBO service. ($10.50). If a Recurring charge is used the maximum
amount for the discount will be $10.50.
If a Non-Recurring charge is used 35% discount will be used. Therefore, you would enter the following in
field #4 as shown above ZZCMB (the combined Tariff code) .001050. (this
indicates the total dollar amount of $10.50 which is the 35% of the $30.00
charge) .035 (this indicates the 35% of the combined tariff charge).
Project #2713
– Paid for Quantity to Match On-Hand Quantity
New
User Edit 'INVENTORY-NO-ONHAND' has been created to make the Paid for Quantity
match the On-Hand Quantity for the Co# and the G/L Account (1-9) entered in the
Inventory Master. (From Start1 Menu; option #7 Inventory, then #13 Key
Inventory Master - Field 3 = G/L Acct 1-9).
When you setup this User Edit, the Paid for Quantity will be copied to
the On-Hand Quantity in the Inventory Master for the Company Number entered in
Field 2 and the G/L Accounts (1-9) entered in Field 3.
Setup User Edit:
Field 1 = INVENTORY-NO-ONHAND
Field 2 = 01 (Enter the Company Number)
Field 3 = 267 (Enter the G/L Accounts 1-9)
Field 4 through 8 = Leave Blank
In this example; the Paid for
Quantity will be copied to the On-Hand Quantity in Company Number 01 for G/L Accounts
2,6 and 7. You only need to use this if
‘Y’ (Yes) is selected on ‘Use on Hand’ and you have some of the G/L (1-9)
accounts that you do not want to count as use on hand.
Project #2725
– Password Required on Inventory ‘Make Master Onhand Match Detail’
We
now require a Password to run Inventory Option ‘Make Master Onhand Match
Detail’.
From Start1 Menu- Select optin #7
(Inventory), then option #10 (Make Master Onhand Match Detail)
The following Screen will be displayed.
If you enter ‘Y’ (Yes) to run this
program the following screen will be displayed.
** We really think this should NEVER be
run!
Project #2489 – Move and Merge Deposits
We
have added a new option to Move and Merge Deposits. Swapping Deposits only used when refunding in
a different order than the deposits were received.
From Start1 Menu – select option #1 (Customer
Information), then option #9 (Refund Deposit/Interest) – Enter the Account
number you want to Move/Merge.
*Note:
If there are pending Service Orders on the account, they must be taken care of
before you can move or merge deposits.
The
following Screen will be displayed.
- Select Cmd 12-Move Merge
Deposits
The
following Screen will be displayed.
On the Move/Merge screen you will select the option you want to run and press Cmd 5.
The Move/Merge will take place and you will be returned to the initial screen. Verify by calling up the Account again and check the Move/Merge.
For Example: When you select Options to Move Deposits;
Enter ‘A’ to swap the Deposit amount that is in Deposit #2 and Deposit #1.
Enter ‘B’ to swap the Deposit amount that is in Deposit #3 and Deposit #1.
Enter ‘C’ to swap the Deposit amount that is in Deposit #4 and Deposit #1.
When you select Options to Merge Deposits; Here are two examples:
Enter ‘M’ to Merge Deposit # 1 and Deposit #2, the combined Deposit will be in Deposit #1 Field and Deposit #2 will be zeroed out.
Enter ‘R’ to Merge Deposit #3 and Deposit #4, the combined Deposit will be in Deposit #3 Field and Deposit #4 will be zeroed out.