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addition, we have included powerful 3rd Party and Co- tenant functionality to ensure that the <br />complete range of account relationships handled by the utility is covered. <br />SOW. S &S can recommend providers we have worked with in the past.) <br />Storage, Retrieval, and Delivery History for enOuesta- Generated Documents <br />If a utility uses the enQuesta Document Designer tool to create documents (Letters, Work <br />Orders, Bills), these documents can now be viewed in PDF format directly from the Inquiry <br />Portal — in context of the account being viewed. The display includes details such as Delivery <br />Methods (Email, Paper, and Text), Delivery Dates, and Statuses. In addition, the CSR is able to <br />resend the documents directly from the Inquiry Portal interface. <br />Notepad Expiration Date <br />enQuesta now provides the ability to have expiration dates on user - defined notes. Expiration <br />dates can be set up at the time of creation. All system - generated notes will also generate an <br />expiration date if the Notepad Types Expiration Days are configured to expire. <br />enQuesta General Ledger Expansion <br />The enQuesta system was enhanced to allow for flexible GL Account Number formats. The GL <br />account number can now be up to 80 characters. In addition, new Look Up functionality has <br />been created to allow for GL Account Descriptions or Segment Fields to be retrieved from the <br />database in real -time. <br />_ .. 1111 M. <br />With the latest version of enQuesta, the Billing Algorithm Tool enables one rate to act <br />differently for different accounts based on specific account attributes. It enables utilities to <br />modify specific billing -rate functions dynamically according to variables at the account, <br />premise, service, meter, or item level. <br />The Billing Calculation normally applies billing rates even - handedly across all accounts. <br />However, a utility may sometimes want to target- modify (at the account level) an ordinarily - <br />fixed element of a rate (an operand). Examples of such modifiable operands are step -rate tier <br />size /charge, customer charge, and discount amount. The Billing Algorithm Tool modifies rate <br />operands automatically at the account level according to configurable formulas (algorithms) <br />containing customer - specific variables. <br />Algorithm -Tool formulas can be applied to specific rate operands inside specific rates during <br />Billing Rate setup. For example, the tool could generate a formula for target- modifying a <br />Primary rate's step -tier amount for customer accounts having a particular report code variable <br />or modifying a discount or surcharge amount for accounts in a specific property class. Or, a <br />particular step tier of a particular rate might have its tier size set to zero by a formula — <br />causing the tier to be intentionally ignored during the Billing Calculation. <br />This functionality also works with Item Rates and Item Rate Driver. <br />GL Batch Drill Down <br />A new Accounting Inquiry has been created based on GL batch number that can drill through to <br />the CIS detail data (such as the Billing Register). This interactive reporting feature lets you <br />scrutinize G/L records down to individual transaction records for specific accounts. <br />City of Santa Ana — enQuesta Upgrade Statement of Work <br />Page 7 of 32 Proprietary and Confidential to Systems & Software, Inc. 2/16/2016 <br />Document subject to the California Public Records Act <br />