Page History: Tap Setup
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Page Revision: Tue, 20 Nov 2012 09:47
General Description
Default Menu Location: Transaction >> Tapping >> Tap Setup
Screen Name: TAPENTRY
Function: The Tap Setup Screen is used to create tap work orders, track payments, and track legal locations of addresses.
 Tap Setup - Click for full size |
Physical/Legal/Tap
Instructions
To set up a new tap:
STEP 1: Enter the District's name in the
District field.
STEP 2: Select the address in the grid. Click
Edit .
STEP 3: Select the
Tap Size from the drop-down menu. Enter the
Fee if the tap is a Commercial Tap per quote.
STEP 4: Enter the Builder's name in the
Builder field (located under the Address field in the middle-left portion of the screen).
STEP 5: Enter any other needed information, such as S-B-L-T, Address info, Key Map, Cross Street, etc
STEP 6: Click
Save and move to the
Payment tab.
Function: The Payment tab/screen is used to apply a check or payment to a single or multiple taps.
To apply a check/payment to a tap
STEP 1: First, click the "new" button in the upper right hand corner (the user must ensure there is a builder selected before creating a new payment).
STEP 2: This will immediately take the user to the "Payment Date" field. This date may vary depending on the company's preference (date could be the deposit date, the check date, etc).
STEP 3: Next, enter the check number for this payment. Note: One check can be used to pay multiple taps. However, each separate check will require separate entry.
STEP 4: Next, enter the check amount.
STEP 5: If this payment is associated with an existing contract, use the Contract drop down box to associate the appropriate contract.
STEP 6: The "Generate SvrOrds" box on the left side of the screen is used to generate various associated service orders for the taps (one example of this would be inspections required for the tap).
STEP 7: Once all of the check and service order information has been entered, now the user will select the addresses (taps) the payment was made for.
STEP 8: Note: In order to save the payment, the 'Check Amount' and 'Total Applied" must be equal, and the 'Remaining Balance' must be 0.
STEP 9: The final step is to press the save button in the upper right hand portion of the screen. Upon saving, the user will be prompted to print working service orders and the system will notify the user of the service orders generated by this payment.
STEP 10 Once the payment is saved, click the
Service Order Details tab to modify service order details.
