# Michel/Foster MCSJ Retrieval Pack
Root: C:\Solutions\michel\knowledge\foster
Question: utility balance adjustment batch negative amount adjustment code
Search terms: utility, balance, adjustment, batch, negative, amount, code

## Source hierarchy
0. Fast lookup/index files
1. Human corrections / corrected Foster mistakes
2. SOPs, tip sheets, and examples
3. Screenshot/video-frame visual proof
4. MCSJ domain skills/training-corpus notes
4b. CAMPS MCSJ product notes are Claude/code-derived synthesis: highly useful for implementation clues, but verify exact current behavior against live MCSJ or source code.
5. Original Wistia transcripts/source notes

## 0_fast_lookup
- `C:\Solutions\michel\knowledge\foster\mcsj_assets\TEAM_RETRIEVABLE_ARTIFACTS.md` score=23
  - L7: ### Utility Cutoffs SOP
  - L8: ### Utility Cutoffs SOP | - Markdown: `/root/.hermes/profiles/foster3/mcsj_assets/sops/MCSJ_Utility_Cutoffs_SOP_with_Screenshots.md`
  - L9: - Markdown: `/root/.hermes/profiles/foster3/mcsj_assets/sops/MCSJ_Utility_Cutoffs_SOP_with_Screenshots.md` | - Word doc: `/root/.hermes/profiles/foster3/mcsj_assets/sops/MCSJ_Utility_Cutoffs_SOP_with_Screenshots.docx`
  - L10: - Word doc: `/root/.hermes/profiles/foster3/mcsj_assets/sops/MCSJ_Utility_Cutoffs_SOP_with_Screenshots.docx` | - Covers: delinquent report, cutoff routine, cutoff batch, cutoff list, marking cutoff, notices, surcharge/cutoff fees, removal from cutoff, QA checklist.
- `C:\Solutions\michel\knowledge\foster\mcsj_assets\FOSTER_FAST_LOOKUP.md` score=5
  - L14: 1. Classify the question domain first: Utility, Tax, Finance, Payroll/HR/ESS, AR/CPCE/ViewPoint, Parks & Rec, or system-wide.
  - L17: - Core MCSJ rules: `skills/training/mcsj-training/SKILL.md` | - Utility: `skills/training/mcsj-utility-domain/SKILL.md`
  - L34: - `mcsj_wistia/INDEX.md` | - `mcsj_wistia/MCSJ_UTILITY_REFERENCE.md`
  - L43: - One watch-out if useful. | - Ask only one clarifier when needed, e.g. `Utility, Tax, or Finance?`

## 1_human_corrections
- `C:\Solutions\michel\knowledge\foster\mcsj_assets\correction_source_library\approved_docs\finance-user-guide__8f1b3b47e0ef.md` score=368
  - L66: G/L Batches
  - L68: Expenditure Batch
  - L70: Revenue Batch
  - L72: Cash Receipts Batches
- `C:\Solutions\michel\knowledge\foster\mcsj_assets\correction_source_library\learning_sources\finance-user-guide__8f1b3b47e0ef.md` score=368
  - L66: G/L Batches
  - L68: Expenditure Batch
  - L70: Revenue Batch
  - L72: Cash Receipts Batches
- `C:\Solutions\michel\knowledge\foster\mcsj_assets\correction_source_library\approved_docs\2-7-security-levels__64269eaea326.md` score=305
  - L31: Download Code
  - L73: Budget Batch Over Encumber Sub Account
  - L75: Budget Batch Over Encumber Ctrl Account
  - L93: G/L Batch

## 2_sops_and_tip_sheets
- `C:\Solutions\michel\knowledge\foster\mcsj_assets\tip_sheets\billing_vs_balance_adjustments.json` score=41
  - L2: "title": "Billing vs. Balance Adjustments",
  - L3: "kicker": "MCSJ Utility Reference",
  - L4: "subtitle": "A quick decision guide for choosing the right utility adjustment type in MCSJ.",
  - L5: "short_answer": "Use a billing adjustment when the original bill or charge should have been different. Use a balance adjustment when the bill was correct, but the account balance, credit, or amount owed needs cleanup.",
- `C:\Solutions\michel\knowledge\foster\mcsj_assets\sops\misc-payment-code-account-cheat-sheet.md` score=24
  - L1: # MCSJ Cheat Sheet: Miscellaneous Payment Codes and Finance Accounts
  - L3: **Question:** Can a miscellaneous payment code be tied to an account?
  - L5: **Short answer:** Yes ΓÇö for a **Miscellaneous** payment code, MCSJ can be set up so the payment posts to the intended finance account, or prompts the clerk to choose the account during payment entry.
  - L9: Use a miscellaneous payment code when the payment is **not tied to an invoice, utility account, tax account, license, or other submodule record**.
- `C:\Solutions\michel\knowledge\foster\mcsj_assets\sops\MCSJ_Utility_Cutoffs_SOP_with_Screenshots.md` score=23
  - L1: # MCSJ Utility Cutoffs SOP
  - L3: **Purpose:** Create and manage a utility cutoff list in MCSJ, mark accounts as cut off when appropriate, optionally generate work orders/notices/fees, and remove accounts from cutoff when paid or cleared.
  - L5: **Scope:** Utility Billing cutoff process. Use local municipal policy for notice timing, cutoff eligibility, fee amounts, and reconnection rules.
  - L12: - Know whether ΓÇ£Do Not Disconnect,ΓÇ¥ cutoff extension dates, inactive accounts, liens/bankruptcy flags, or local exemptions should be excluded. | - Run and review the Delinquent Report before creating or acting on a cutoff batch.

## 3_screenshots_and_video_frames
- `C:\Solutions\michel\knowledge\foster\mcsj_assets\screenshots\INDEX.md` score=29
  - L14: ## Utility Cutoffs
  - L19: ## Utility Cutoffs ΓÇö EGT-color cheat sheets
  - L24: ## Utility Cutoffs ΓÇö real MCSJ screen captures
  - L26: Source: MCSJ Utility Enforcement (Penalty Calculations & Cut Offs), media ID `ucesxtnqwi`.

## 4_domain_skills
- `C:\Solutions\michel\knowledge\foster\skills\training\mcsj-utility-domain\SKILL.md` score=253
  - L2: --- | name: mcsj-utility-domain
  - L3: description: "MCSJ utility billing domain knowledge learned from Jeff/EGT training: utility accounts, meter readings, payment processing, reports, and exception concepts."
  - L7: # MCSJ Utility Domain Knowledge
  - L9: Use this skill whenever Jeff asks about MCSJ utility billing concepts, terminology, workflows, training videos, or troubleshooting ΓÇö even if he is not explicitly asking for a simulation.
- `C:\Solutions\michel\knowledge\foster\skills\training\mcsj-finance-domain\SKILL.md` score=52
  - L21: - MCSJ separates **general ledger** and **subledgers**. | - GL Account Maintenance is for balance-sheet accounts and revenue/expense summary control accounts.
  - L25: - Finance reports are date-sensitive. Use matching date ranges when tying reports. | - Common posting pattern: batch entry -> verification listing -> update/post batch.
  - L32: - Revenue accounts: `Finance > Revenue > Account Maintenance`; accrual revenue creates receivable, cash-basis recognizes revenue on cash receipt. | - Update Receivables to Revenue enablement: the billing/accrual interface is enabled from the Utility/Property Tax …[clipped]
  - L33: - Update Receivables to Revenue enablement: the billing/accrual interface is enabled from the Utility/Property Tax parameter Receivables tab by checking **Update Receivables to Revenue**, then run `Finance > Revenue > Update Utility/Property Tax Receivables to R …[clipped]
- `C:\Solutions\michel\knowledge\foster\skills\training\mcsj-payroll-domain\SKILL.md` score=48
  - L9: Use this skill whenever Jeff/Saitz asks about MCSJ payroll, HR, employee time, timesheets, attendance batches, payroll processing, payroll reports, direct deposit, checks, payroll budget distribution, or payroll agency payments.
  - L18: - `cphxt5ddnj.txt` ΓÇö MCSJ Payroll Process with HR - Timesheets | - `o4maxfxav7.txt` ΓÇö MCSJ Payroll Process with HR - Attendance Batch
  - L25: - `references/payroll-date-shift-and-eoy-docs.md` — pay-period holdback transition guidance, employee classification cleanup caution, and where EOY documents are generally posted. | - `references/timeclock-plus-and-nj-shbp-notes.md` — TimeClock Plus/time-clock r …[clipped]
  - L37: - Deduction/withholding/tax/direct deposit changes that should be permanent. | 2. Review or create attendance codes if needed.

## 4b_camps_code_derived_product_notes
- `C:\Solutions\michel\knowledge\foster\camps\projects\mcsj\utility\MCSJ Utility Bill Adjustments -- Types and Procedures.md` score=112
  - L7: - project/mcsj | - utility
  - L10: - billing | - leak-adjustments
  - L15: # MCSJ Utility Bill Adjustments -- Types and Procedures
  - L17: Adjustments in MCSJ are used to change the amount billed or the balance owed on a utility account without recalculating an entire cycle. MCSJ has two distinct adjustment systems: **billing adjustments** (modify billed amounts) and **balance adjustments** (modify …[clipped]
- `C:\Solutions\michel\knowledge\foster\camps\projects\mcsj\oos-tax\MCSJ OOS Tax -- Billing and Balance Adjustments.md` score=105
  - L16: # MCSJ OOS Tax -- Billing and Balance Adjustments
  - L18: Adjustments in MCSJ OOS Tax (and utility) fall into two categories. The key question to ask before adjusting is: **Was the billing correct?**
  - L20: - **Billing adjustment** -- the billed amount was wrong (overbilled, underbilled, fee to add). Changes the billed amount.
  - L21: - **Billing adjustment** -- the billed amount was wrong (overbilled, underbilled, fee to add). Changes the billed amount. | - **Balance adjustment** -- the billing was correct, but the balance needs to change (overpayment refund, credit transfer, small balance w …[clipped]
- `C:\Solutions\michel\knowledge\foster\camps\projects\mcsj\clients\eliz-nc\elizabeth-nc.md` score=88
  - L14: Elizabeth City, NC (city_id: `ELIZ`, state: `NC`) is a full-service MCSJ client with customizations spanning Accounts Payable, Utility Billing, Payments, Finance, and Accounts Receivable. This note documents all known `isElizabethNC()` call sites.
  - L18: Elizabeth City is a municipality in northeastern North Carolina operating under the Local Government and Fiscal Control Act. They use MCSJ for accounts payable (including dot matrix POs and MICR checks), utility billing with electric demand meters and reactive m …[clipped]
  - L24: Elizabeth City uses a custom check layout for MICR-encoded AP checks. The check stub prints the city's official seal/logo at the top-left, followed by the full city name, street address, and city/state/zip. The bank info block is shifted left (x=420 vs. default …[clipped]
  - L32: | `ap.server.ChkMicroEncodedPrinting` | 46 | Max lines per page = 32 |

## 5_wistia_original_transcripts
(no hits)

## Semantic retrieval
(unavailable; lexical/source retrieval still succeeded: TimeoutError: timed out)