Convert your meter readings into billable transactions.
Utility Data Management Includes:
- Billing & Work Orders (UMS-Win)
- Cash Receipts (UMS-Cash)
- Inventory & Purchase Orders (UMS-Parts)
- Bank Link Software (UMS-BANK)
- Billing Analysis Software
- Capital Credits Software
Utility Data Management
UMS-WIN is an easy-to-use billing and utility management solution that includes Work Orders and supports up to 8 income centers
with virtually unlimited rate codes. A data conversion service is offered.
UMS-WIN supports AMR systems that use probes by Master Meter/Badger, Northrop Grumman Information Technology and MetrePro,
Sensus/Invensys and Neptune. It is compatible with virtually every meter reading (AMR) system on the market today.
TECHNICAL SPECIFICATIONS
Utility Management System for Windows (UMS-Win)
UMS-WIN is an easy-to-use billing and utility management solution that includes Work Orders and supports up to 8 income centers
with virtually unlimited rate codes. A data conversion service is offered.
UMS-WIN supports AMR systems that use probes by Master Meter/Badger, Northrop Grumman Information Technology and MetrePro,
Sensus/Invensys and Neptune. It is compatible with virtually every meter reading (AMR) system on the market today.
Utility Management System Cash Receipts (UMS-Cash)
UMS-CASH is an optional program for use when over the counter payments are received for municipal charges and fees other than
utility payments.
Greentree offers a system solution to the problem of receiving payments and providing a customer receipt at the point of sale.
This solution combines the Greentree Windows based Cash Receipts software with Epson receipt printers and compatible cash drawers
to provide a highly automated method for recording sales and servicing the customer. It can work in conjunction with the Greentree
Utility Management System for Windows (UMS-Win) billing software or as a stand-alone product.
The software allows for an unlimited number of customer defined payment types. If the billing software UMS-Win is installed then
either account numbers or customer last names can be entered to select the correct customer making the payment. Payments remain
in a batch until posted. Utility payments are transferred to UMS-Win. Other non-utility payments can be transferred to the Greentree
General Ledger if it is present.
Two models of Epson printers are the only printers that the UMS-Cash software uses. Because of the many different printers on the
market we cannot offer to interface with other printers.
Greentree Inventory Management System (UMS-Parts)
UMS-Parts includes Work Orders plus Purchase Orders and tracks inventory in multiple locations.
SOFTWARE FEATURES
- Developed using Microsoft Visual Basic & Microsoft Access
- True Windows software
- Compatible with Windows 95/98/NT/2000/XP
- Works as an independent standalone software product
- Can work in conjunction with UMS-Win billing software sharing customer file
- No additional charge for networking
System Options and Features
- Inventory management and control software
- Unlimited number of inventory items
- Includes a two level Bill-of-Material build capability
- Primary and secondary vendor per item
- Subdivide items by Item Class
- Supports multiple location (bins, trucks, warehouses) quantities
- Maintains inventory value per purchase
- Maintains year-to-date and inception-to-date totals for units received, cost, and scrap
- Supports reorder points, lead times, economic order quantities
- Inventory cost methods supported are LIFO, FIFO and average
- Prints vendor purchase orders
- Maintain item purchase cost history by vendor
- Post inventory received and inventory adjustments
- Comprehensive reporting
- Reports print to screen first for preview
- Assign multiple users variable access rights to software functions
Work Orders
- Prints customer work orders
- Create multiple types of work orders
- Record inventory items used on work order, reduce inventory
- Record total costs per work order – materials, equipment, labor, travel and miscellaneous
- Capture the work order initiation date, work begin date and work completed date
- Maintains work order history
- Post work orders completed (reduces inventory)
- List work orders by completion status, dollar amount, location
Utility Management System Bank Link Software (UMS-Bank)
The primary purpose of UMS-Bank is to allow a utility to automatically debit customer bank accounts for the amount of the utility
bill and to credit the utility bank account. A secondary purpose of the program is to print customer refund checks. The program works
in conjunction with UMS-Win.
Multiple banks are defined within the program and then assigned to UMS-Win customer accounts. An industry standard data file format
of ACH, ACH53, or Goldleaf can be created. In addition, for banks that cannot accept a file, paper draft forms can be printed on a
laser or dot matrix printer. Prenote listings and Bank Draft listings are provided. UMS-Bank supports the multiple billing cycle feature
of UMS-Win and it can create an unposted payment record batch in the billing software.
The program can print a Refund Due Report and it can print refund checks for all inactive accounts with a credit balance. It will
also create refund adjustments to bring the account balance to zero.
Utility Management System Billing Analysis Software
Greentree Applied Systems, Inc. is pleased to announce the immediate availability of its new Billing Analysis software. The Billing
Analysis software is designed to assist CPA's and other auditors with internal billing inspections, and to assist with planning for
rate increase studies. It can be used year after year to help reduce engineering and accounting study costs.
The Billing Analysis software operates in conjunction with the Greentree Utility Management System for Windows (UMS-Win) billing software.
The primary purpose of this new software product is to:
- gather usage data from UMS-Win for a specific time period,
- process the total billed usage which was gathered from UMS-Win through rate structures external to UMS-Win and,
- to compare the total dollars that should have been billed (as compiled by Billing Analysis) to the actual total dollars billed. A percent variance is then calculated.
By changing the prices in the Billing Analysis software "What if" kinds of questions can be answered using actual usage from selected
months activity.
The procedure for running the software includes automatically extracting all rate codes from UMS-Win, creating the rate code - meter
size cross reference, creating one rate structure for each customer type, entering the book revenue, extracting usage transactions,
editing error transactions, and running the billing analysis report.
Utility Management System Capital Credits Software
This software is used to credit a revenue grand total back to customer accounts based on usage.
Using Greentree Capital Credits progam the utility is able to specify a dollar amount of their net profit (a capital credit) that will
be allocated to customers based on their paid water (or other utility) charges for a time period. The program can be used to only
accumulate a credit amount that is due each customer, or it can actually write checks and disburse credits allocated to each customer.
Utility usage for a specified date range is the basis for allocating the capital credit to each customer. Usage from multiple utility
income centers can be assigned to the calculation. Multiple routes or locations can be excluded from the calculation.
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