I. 🔌 Utility Billing Overview

🧩 Main Functionalities

• 💬 Service Request Management
• 📏 Meter Reading
• 💰 Tariff Management
• 🧾 Bulk Billing (Mass Billing)

🔍 Key Modules & Features

🧾 1. Utility Billing Setup

🛠️ 1.1 Utility Billing Settings

Configure preferences in the Utility Settings doctype.

Key Fields:

• 🔄 Sales Order / Invoice / Stock Entry Creation State — Choose between "Draft" or "Submitted"
• 📦 Merge Sales Orders — One invoice per customer across multiple orders

👥 1.2 Customer Grouping

Segment customers for tailored billing (e.g., Residential, Commercial).

💲 1.3 Price Lists & Tariffs

Define rates based on customer type, block rates, or service tiers.

📊 2. Billing Operations

📝 2.1 Service Requests

Flow:

1. Add Request → Survey → BOM → Sales Order
2. Assign new Meter Numbers
3. Auto-create Customer & Meter Linkage

graph TD
    A["Customer / Lead / Prospect (CRM)"] --> B["Create Service Request"]
    B --> C["Create Customer"]
    C --> D["Create Site Survey"]
    D --> H["Create BOM"]
    H --> G
    H --> F
    C --> F["Create Sales Order"]
    C --> G["Create Sales Invoice"]

⛽ 2.2 Meter Reading

Steps:

1. Select Customer
2. Add Utility Item & Enter Current Reading
3. System auto-calculates usage
4. Sales Order is generated on Submit

graph TD
    A[Service Request] --> B{Meter Reading}
    B --> C[Sales Order]
    C --> D[Sales Invoice]
    D --> E[Payment]

🧮 2.3 Mass Billing

Steps:

1. Select multiple Sales Orders
2. Use Menu → "Create Sales Invoice"
3. Background job auto-generates invoices

📌 3. Important Notes

🔧 3.1 Item Configuration

✅ Tick "Is Utility Item" to mark billable services.

📟 3.2 Meter Numbers

Managed as Serial Numbers, assigned via Warranty Claim.

📟 3.3 Sales Order and Sales Invoice Customizations

The Sales Order and Sales Invoice Doctypes in ERPNext have been customized to incorporate new fields and sections related to utility billing, meter readings, and service requests

🖼️ 🖼️

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