Create Customer Location Step 3 Window

Use the Customer Location Step 3 Window to enter the billing and book information for the location including the book number, sequence number, cycle number, and the Map/Lot description for the location.  In addition, you can specify whether the location is vacant or occupied.

Tips:

Directions:

To display the Create Customer Location Step 3 window in the Data Entry Panel:

1.  Click the Wizard Control Menu.

2.  Click Create.

3.  Click Customer.

4.  To navigate to the step that you want to maintain:

 

Create Customer Location Step 3 Data Entry Panel Example:

 

Data Entry Panel - Create Customer Location Step 3 Prompts

Tip:  To see more information about a field, click the hyperlink for the field name.

Book Number

Enter the Book Number for the location.  (4.0 numeric)

Required

Sequence Number

Enter the Sequence Number for the location. (4.2 numeric)

Cycle Number

Enter the Cycle Number for the location, if your company is set up for cycle billing. (4.0 numeric)

Note:  You must assign a Cycle Number to every customer.  If you do not use cycles, set all customers to cycle 1.

Carrier Route

Enter the U.S. Postal Service Carrier Route Number for the location, if applicable. (2.0 numeric)

Property Book

Enter the Registry of Deeds Property Book number, which contains the location information. (up to 6 characters)

Property Page

Enter the page number in the Registry of Deeds Book which contains the location information. (up to 6 characters)

Property Map

Enter the Map portion of the Property ID for the location. (up to 10 characters)

Property Lot

Enter the Lot portion of the Property ID for the location. (up to 10 characters)

Property Sub

Enter the Sub portion of the Property ID for the location. (up to 10 characters)

Property Type

Enter the Type portion of the Property ID for the location. (up to 10 characters)

Property Unit

Enter the Unit portion of the Property ID for the location. (up to 10 characters)

Status

To specify the location has an occupied status, click Occupied in the drop-down list.
To specify the location has a vacant status, click Vacant in the drop-down list.

To complete the entries and continue to the next window, click Next.

Keyboard shortcut:  [ALT + n]

For directions to the next step, click here.

To return to the previous window, click Back.

Keyboard shortcut:  [ALT + b]

For directions to the previous window, click here.

 

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