Create Customer Location Step 5 Window

Use the Create Customer Location Step 5 Window to enter owner information for the location.

Tips:

For general information about using wizards, see the Wizard - Introduction.
For more information about working with data in fields, see the Data Entry Guidelines.

To display the Create Customer Location Step 5 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 5 Data Entry Panel Example:

Data Entry Panel - Create Customer Location Step 5 Prompts

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

To accept the displayed Customer ID as the Owner ID, press [TAB]. Or, enter another Customer ID for the Owner ID. (up to 12 characters)

Required

Notes:

An Owner ID must be assigned to each location, even if a tenant or other third-party (Executor of estate) is financially responsible for the location. The location's Billing ID determines the person or party to bill for the service at the location.
To search for a Customer ID to assign as the Owner ID, click Search or press [CTRL + f].
To create a new Customer ID to assign as the Owner ID, click Wizard or press [CTRL + w].

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 for re-entry, click Back.

Keyboard shortcut: [ALT + b]

For directions to the previous window, click here.

To complete the customer location entries and continue to the service connection entries, click Finish or press [Enter].

Keyboard shortcut: [ALT + s]

Tip: For directions to the Create Customer Service Connection Step 1 Window, click here.