Vision Utilities Community Launch Event. Introduction Vision Toolbox Object Centric Architecture...

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Transcript of Vision Utilities Community Launch Event. Introduction Vision Toolbox Object Centric Architecture...

Vision Municipal Solutions

Vision UtilitiesCommunity Launch Event

• Introduction• Vision Toolbox• Object Centric Architecture• Wizard Driven Automation• Interfaces• Conversions

Utilities Launch Overview

Vision Utilities

Introduction

Vision Utilities

Vision Toolbox

Vision Ribbon Control

A ribbon is a command bar that organizes a program’s features into a series of tabs at the top of a Window.

Using a ribbon increases discoverability of features and functions, enables quicker learning of the program, and makes users feel more in control of their experience with the program.

Vision Grid Controls• Interactive

Sort• Filter Editor• Group Editor• Field Editor• Footer Editor• Savable

Content• Reset Features

Vision Dock Panels• User

Controlled• Collapsible• Imbedded

Grids• Stackable• Processed

Based

Vision Browsers• Single

Location• Object Based• Inquires• Notes• Alerts• Additional

Information

Vision Reporting ServicesReport Manager

• SQL Server 2005,2008, and 2008 R2

Vision Reporting ServicesReport Builder

• Report Builder 1.0 and 3.0 supported

Vision Utilities

Vision Toolbox

Demo

Vision Utilities

Object Centric Architecture

Group Manager

• User Defined Group Creation• Group subscriptions

– Properties/Structures/Units– Accounts– Rates– Schedules

Rate Membership• Attached to

Services• Filtered by

Groups• Filtered by

Meter Size• Either Adds or

Replaces

Property Management• Parcel &

Lot information

• Owners• Groups• Meters• Charges– Overrides

Customer Management

• Track both people and companies• Track customers with links to

multiple accounts• Keep Customer Information

Account Management• Copy to

Bills• Groups• PSU

Overrides• Additional

Charges• Deposits

Vision Account Structure• Each Custom Receives a

Master Account Number– 123456

• Each Custom Receives an PSU Number for each PSU they are attach to– 0 for PSU 1– 1 for PSU 2

• The combination forms their Account Number– 123456.0 for Account 1– 123456.1 for Account 2

Master Account

PSU 1

Account 1

PSU 2

Account 2

Meter Management• Inventory

System– Meter– Register– MXU

• Handhelds

Vision Utilities

Object Centric Architecture

Demo

Vision Utilities

Wizard Driven Automation

Move In Wizard• Activate

Owner Accounts

• Activate at future date

• Create Initial Reads

Move Out Wizard• Create Final

Read• Close on

Future Date• Dormant

and Inactive migration

Billing Workflow• Start to Finish tracking of billing

runs• Filter Task control• Centralized management• Task Alerts

Billing Workflow – Billing Run

• Cycle Dates

• Run Type• Schedule• Period• Read Date

Billing Workflow - Accounts

• Filtered by Schedule

• Removed Items marked as removed

• Add to Existing Run

Billing Workflow - Readings

• AMR Interface• Manual Entry Interface

Billing Workflow – Manual

• Manual Bill Before or After Auto Billing• Adjust any Bill or Reading

Billing Workflow - Statements

• Offsite Printing & Mailing

• Electronic Presentment and Payment

• Batch or Single Print Options

• Switch between Offsite and Manual

Vision Utilities

Interfaces

AMR Support• Sensus• Itron• GreenTree• Neptune• Schlumberger• Badger• Psion• Versaterm• others

Vision Cash Managment

• Vision Cash Management– Link to Vision

Financials System

• High Speed Remittance

Offsite Printing & Mailing

• Offsite Printing– Inserts

• Electronic Presentment

• Electronic Payment

Vision Forms• ASP Forms• Bills

– Full Page• Standard• History

– 4X4 Postcard

• Delinquency Notices– Full Page– 4X4 Postcard

• Shut Offs– Door Hangers

Vision Utilities

Wizard Driven Automation&

Vision Integration

Demo

Vision Utilities

Conversions

Vision Conversions• Two years

of History• Group

Creation• Ordinance

Review• Billing

Parallel

Vision ConversionsPart One

• Ordinance• ASP Rate

File

• Charge Descriptions

• Unused Charges

Vision ConversionsPart Two

• Property Records– Property

Owners– Duplicate Active

Properties– Multiple Owners– Inactive

Properties

• Accounts– Inactive

Accounts with Just Balances

Vision ConversionsPart Three

• Billing Parallel– ASP AMR– Grouping

• Balances• Current

History• Cash

Management Setup

Vision ConversionsCustom Programming

• Reporting– New Reports

• Forms– Bills– Delinquency– Shut Offs

• Functions– AMR Types– Added to

Standard• Irrigation

– Unique

Questions