There are two main parts involved when dealing with configuration of basis2 software

 Irrespective of what accounting system is used, a mapping of accounts and currencies is necessary
for basis2 to be able to interface to the General Ledger of choice,
 The second aspect relates strictly to basis2 features and how they might be configured in order to
meet the business requirements of your Utility.

Project Manager
The responsibility of scheduling and monitoring the project belongs with the Project Manager

Project Team
It is highly desirable to involve the end-user departments in as many of these positions as possible. In some
large organizations, members of the Project Team are co-opted (full-departments. In smaller organizations or
less-demanding positions, the involvement may be part-time.

Installation Coordinator
This person works closely with the Project Manager. The Installation Coordinator, or Systems Administrator,
is the hands-on doer of work in basis2; setting up options, special control tables, maintaining user access,
liaise between the end-users and the computer department and handles the first line support queries within
the organization. The Installation Coordinator role is also the point of contact for support via your Software
Support Organization and acts as librarian for the distribution of manuals and documentation updates
throughout the organization.

Systems Implementer
The implementer’s role is to guide and advise the Project Team in its various decision-making processes.

User Department Coordinators

These people provide the knowledge of the user-requirements to the Project Team. Team. These people
must have the delegated authority to direct the implementation to meet the documented business
requirements, and the ability and confidence to go back into the various departments to ‘sell’ the Project
Team’s decisions to the end users. These same

Computer System Coordinator

This person is the representative of the Computer department and is probably a part-time member of the
Project Team. Their responsibilities are for the timely acquisition and installation of all
computer hardware, operating systems, basis2 software and all computer consumables

basis2 Trainers
These people are responsible for training the end-users in the use of basis2 as tailored for your organization.
Service charge
Define the rate of charge or fees that applied on delivering a particular service
Time based charged doesn’t based on consumption

Usage charge
Establish the range of charge rates applied for using a supply

Tax rates
Basis2 support 3 taxes
 Federal/national
 State/province
 Gst/pst/vat
This form is used to define various tax and associated rates
Taxes are referenced by supply parameters, service charge, usage charge and sundry invoice by determining when the tax will be
calculated and its criteria

Calendars
We use the calendar to enter the details of days of the week which are available for reading meters and calculating bills
Each depot will identify the calendar applicable to its work days
A button is available in order to copy holidays from another calendar

Organization units
Used to add levels of security and to restrict the access to specific data items.
These restrictions are added to installations, customers and accounts

Sites

Meter instrument type

It describes the details of the meters i.e. code, description, if it requires statutory certificate and if it is programmable or not
Also includes notional or ghost instrument types
Number generation
The form where we specify the auto generated fields that uniquely identify database records (accounts,installation,meters….)
And the parameters of how it will be generated

User procedures
User hooks used to provide specific functionality or add special requirements to an organization or user

Frequencies and periods

Used to determine the cycle for the meter reading, we declare the unit (day, month) and the number of units, giving a lower and
upper bound in days for that period of time

General purpose codes

It used for items that have many values to select one item from them (LOV)
GPC that are preceded by a period and followed by a number may not be inserted or deleted but maybe modified
Estimation method
The method used in calculating the estimated consumption during the billing process

Depots
Area responsible for reading a group of rounds in its area
A depot my have several cycles and frequencies
A depot is associated to a calendar

Location
It is used to the determination of Sell Code

Operators
Mapping users to a specific operator types restricting the type of work to which operator is permitted to perform
Grants a user to a specific functionality
We have three operators
Meter reader
Meter technician
Work order request initiator
The rest are users receiving calls from customers and assigning them to specific operators
Operators don’t have the access to the system but their codes must be assigned to it

Address formats
Determines which address fields will be used and how those fields are formatted

Address style
Determines whether the address format can be used on installation, customers or accounts

System codes mapping

Defines the relationship between operator types and people roles i.e. those who are allowed to request meter work order or who
are the meter readers….

System parameter
Maintain company details together with security information

Tolerance days

Task options

Meter types
Specify the types of meter(water, electricity….)
Payment types
Cash or credit
In case of credit payment, credit cards require authorization before accepting payment

Call types
Assigning the call key and its description
Also determine which key fields are required
Assigning the events that occur according to the call type

Event types
Define set of events that can be occurred according to an action
The list of event types is predefined and cannot be changed i.e. do nothing, sending e-mail, raise call

Meter reading faults

Define the fault codes and its appropriate action

Supply parameters
Define defaults and information for supply type used at installation
Allocation tab

Gl interface codes

Arrears letter sets

A series of letter types the arrears process when a transaction remains unpaid after the grace period and has been expired

Payment profiles
Specify the payment and arrears terms for an account

Maintenance options
Meters
Load meter details

Sundry invoice codes

It includes various debit and credits transactions such as deposits, adjustments and chargeable extra

Agencies
Agencies may collect monies on behalf of organization, so it may take commission on each transaction processed
Financial institutions
Refers to the type of institutions a utility has contact with either through card types or external accounts for direct debit
Either a debit transaction will be sent to the bank holding and they will debit the customer or basis2 can send direct debit
transaction to the customer's account

Service sizes
The size of the service for a particular supply type. i.e. water is based on size of the pipe
Service size is used by meter work order to automatically generate service charge

Meter supply types

Different types of meters for different types of supply

Rounds
Collection of installation that their meter will be read at the same time
It is recommended that the next reading date, reading cycle, day within the cycle and frequency of reading generated
automatically as there are a large number of rounds to create during implementation

Charge groups
Contains details about usage, service and on cost charges for a supply type
We assign the sell codes from this screen by pressing on service charge button, charge group

Rebates (‫)الخصومات‬
Determine the type of concession offered and against which usage and service charges based on supply. They are offered as
percentage value

Installation types
It provides a list of charge codes available to this installation type plus amount of deposit required. We mainly use the installation
type in payments

Reading types
Final reading, special reading, normal reading

Sell code
A combination of customer type-installation type and price location

Products
Application type
Reduces the amount of information that must be entered. Also it determine if the installation will be automatically created by
application
 Auto create customer
 Auto create installation
Supply agreement
It is used on unmetered properties

Service charge groups

Splitting single service charge across multiple installations

Standard payment plans

Meter work types

The max days for work is used to calculate the due date for completion of a work order