Standard Reports for Customer Management System in Utility Company

The module “Reporting or Management Information System” should provide comprehensive information concerning the Commercial activities necessary for the company’s management. The functions “Alarms” and “Inquiries” can serve this purpose.

Alarms serve to monitor selected indexes, which are important for the company’s management. The indexes have flag-shaped labels, whose colour changes depending on the reached index value according to pre-set limits. These alarms make it possible for the responsible employees to quickly establish what Commercial areas are trouble-free and, on the contrary, which ones present an unfavourable development allowing them to take the necessary measures.

Inquiries display comprehensible information about the selected Commercial management area of the Distribution Company and can be displayed in text or graphic form. Selecting information can be restricted to specific periods, query types and other conditions (the different types of queries are described later in this chapter).

To provide the necessary information, the module should use of the following queries:

1. METER READING PROGRESS
This query displays information about the service point-readings that have to be or have been processed by the readings module within the selected period. This query displays the number of service points planned for reading in the selected period, the number of service points for which a theoretical reading date has been Generated, the number of already read service points, as well as the ratio Readings – theoretical reading date, and the ratio Performed readings – total number of planned readings.

2. METER READING QUALITY
This query displays the results of the readings performed in a specific period of time. The first to appear is the total number of readings with the respectively Generated theoretical reading date. It also specifies the number of real and exceptional readings, of not-performed readings due to customer absence, and the total number of not-performed readings.

3. DAILY AND MONTHLY BILLING
This query displays the daily billing course, namely the number of billed supplies as of a specific day, billed amount usage, the advance billed amount, the ratio Supply billed by usage estimation – total billed usage.

4. MONTHLY BILLING
This query displays the following monthly billing information: number of billed supplies, total billed usage in local currency, volume of billed technical units in local currency. This query has two windows. The second one contains the billing details: the total arrears/overpayments, the usage billed amount, the billed fixed charge, the billed miscellaneous charges, the VAT included in the prices and the advance billed amount.

5. ANALYSIS OF REALISED BILLING
This query allows viewing the information once the billing has taken place. This information includes the total number of processed supplies, the number of supplies billed according to reading and according to estimation, the number of exception bills, the total billed usage, the total billed amount and the billed advances.

6. ANALYSIS BY TYPE OF BILLING OF ISSUED PD
This query displays all the information concerning the types of bill rules other than energy usage bills, indicates temporary supply bills, contract charges, frauds, miscellaneous charges, instalments, advance collection, deposits, etc. within a specific period.

7. BILLING EXCEPTIONS PROGRESS
This query display the exceptions registered in a specific period of time, their settlement and the average settlement time.

8. ANALYSIS OF REALISED PAYMENTS
This query displays the initial (at the beginning of the monitored period) amount of the outstanding bills, of the bills sent for collection in the course of the period, of the bills collected in the course of the period, as well as the outstanding bills balance at the end of the monitored period.

9. COLLECTION LENGTH
This query allows monitoring the duration of the different collection stages for the different bill types in days.

10. DEBT ANALYSIS I.
This query allows monitoring the outstanding claims (debts) in the different bad payers management stages, namely as for their number, percentile constitution or amounts in local currency within a specific period of time.

11. DEBT ANALYSIS II.
This query allows monitoring the percentile development (growth or reduction) of claims, namely as for their number and amounts in local currency within a specific period of time.

12. DELINQUENT ACCOUNT ANALYSIS
This query allows monitoring the bad payers management process and its effects, i.e. the number of disconnection notices, disconnections, reconnections, bad claims, legal recoveries and deprecations.

13. COMMERCIAL CYCLE LENGHT
This query displays the average duration of the whole “reading, billing, sending for collection and collection” Commercial cycle within a specific period of time.

14. CONTACTS ANALYSIS
This query allows monitoring the development of the number of contacts as for their settlement time, speed, type (justified and unjustified) and their duration.

15. SERVICE ORDERS PROGRESS
This query displays the number of service orders, specifying the number of unsettled orders at the beginning of the monitored period, the increase of new orders, the amount of orders settled and canceled within the period, as well as the promptness of their settlement and their duration.

16. REQUESTS PROGRESS
This query displays information concerning the supply requests within a specific period of time. The issue here is, for instance, the following information: number of unsettled requests at the beginning of the period; number of filed, settled and cancelled requests within this period; the average number of settlement days and the duration of the requests in the system, as well as the number of unsettled requests at the end of the period.

17. CONTRACTS PROGRESS MONITORING
This query displays information about the number of valid power supply contracts available in the system at the beginning of the monitored period; the number of contracts created, edited and terminated within this period, and the number of valid contracts at the end of the period.

18. STATISTICS OF BUSINESS ACTIVITY
This query provides information about the amount on-line operations performed at the different Commercial offices, monitoring the different types of Commercial activities both in absolute and percentile expression.