Utilities in plain words: account, premise, agreement, meter, read, bill

How CRM › Utilities is put together: a customer’s service account takes service at a premise through a service agreement, a meter measures it, reads become use, a bill run rates the use, and every bill is an AR invoice in the receivable.

Six things, each pointing at the one before it. Once these are clear, every screen in the Utilities group is a list of one of them.

Concept · 12 minutes · 7 steps · 4 questions

Walked over Journals (Accounting) — the behaviour is the same on all 1278 screens.

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Administrator Utilities roles and segregation of duties The eight shipped Utilities roles, what each desk may do, and the two rules no grant can undo: a bill run is approved by somebody other than who previewed it, and a void or drawer close is approved by a supervisor who is not the cashier. 10 minutes · 4 questionsOpen

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