How do I calculate credit calculation averages?

Calculate a customer's average usage.

A Credit Calculation Average is the customer’s total usage for a selected period divided by the number of entries in the selected period.

Run Calculate a Credit Calculation Average to:

  • Verify usage exists in the Transaction table.

  • Average the usage stored in the Transaction table.

  • Store the calculated value in the Credit Calculation Average field in the Billing table.  

 

Warning! A Credit Calculation Average will only be calculated if usage transactions exist in the selected period.  


Example 1

A utility company asks its customers to leave the water on during the winter months to keep the city-owned pipes from freezing. The utility uses a Credit Calculation Average to calculate a trickle credit for the additional water usage.

Example 2

A utility company charges sewer based on water usage. However, during the warmer months (spring, summer, and fall), the utility allows the customer to be billed the lesser of actual water used or the average from the winter months. The utility uses a Credit Calculation Average to calculate the average water usage during the winter months to determine usage for water used outside the home and is not included with the wastewater (sewer).

Before you get started

Before proceeding, back up the current files. Always make a back up of the database BEFORE running routines that modify or delete transactions. See the help topic titled How do I back up the database?

 

Calculating credit calculation averages

1. Open Connect Utility Management > Customers > Calculate Credit Calculation Averages.

2. Select the services to include in the calculation.

3. Set up the report output.

What do you want to do?

  • I want to print the report details; do not save the calculated transactions. Click to select Print Report.

  • I want to update transactions to the Billing table and print the report details. Click to deselect Print Report.

 

Options

Print report only

Use Print Report Only to print the quantity that will be updated to the Quantity field in the customer record. The routine will not save the calculated values when this option is selected. On the other hand, deselecting the checkbox will save the calculated value and update the calculated value to the Quantity field in the customer record.

What do you want to do?

  • I want to print the report details; do not save the calculated transactions. Click to select Print Report.

  • I want to update transactions to the Billing table and print the report details. Click to deselect Print Report.

Services

Use the Selected Service list on the Services tab to select the service, or services, that the routine will search for credit transactions.

What do you want to do?

Use the Services field to select a service name.

 

 

Copyright © 2025 Caselle, Incorporated. All rights reserved.