Create Customer Location Step 7 Window

Use the Create Customer Location Step 7 Window to enter the Billing ID, Contact information and Responsibility Code for the location.

Notes:

For each service delivered to the location, enter the Billing ID, Contact and Responsibility Code.
If your company bills multiple services, enter a Billing ID for each service delivered to the location as there can be different parties responsible for payment. For example, if you bill both water and sewer and you have apartment buildings having only 1 sewer pipe leaving the building and multiple water meters for water service, you can bill services separately. In this case you can set Edifice to bill the owner for the sewer service and bill the individual tenants separately for their water consumption.
For general information about using wizards, see the Wizard - Introduction.
For more information about working with data in fields, see the Data Entry Guidelines.

Directions:

To display the Create Customer Location Step 7 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:

Click Next until you reach the fields you want.
Or, click 6. Specify Service Information in the Steps Panel.

Create Customer Location Step 7 Data Entry Panel Example:

Data Entry Panel - Create Customer Location Step 7 Prompts
	The selected service is highlighted for your To select another service, click to highlight the desired service.
Billing ID	Entry Options: To bill the owner for the service at the location, enter the Owner ID as the Billing ID. (up to 12 characters) To bill the tenant for the service at the location, enter the Tenant ID as the Billing ID. (up to 12 characters) To bill a third-party, such as, as executor of an estate, enter the defined Customer ID as the Billing ID. (up to 12 characters) To search for the appropriate Billing ID, click Search . Note: If you do not enter a Billing ID, Edifice assigns the Owner ID as the Billing ID.
Contact	To determine who to contact regarding the service at the location, click a choice in the drop-down list. Tips: Generally, you will determine whether you contact the owner or the tenant at times when you need to temporarily shut off service at the location. The Location Contact is informational only.
Responsibility Code	To determine if the owner or tenant is financially responsible for the account, click a choice in the drop-down list. Tips: Enter the person to contact in the event the location is to be liened or if there are financial concerns regarding the location. The Location Responsibility Code is informational only.
	To complete the entries and continue to the add service connection steps, click Next. Keyboard shortcut: [ALT + n] For directions to Create Customer Service Connection Step 1 Window, 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, click Finish or press [Enter]. Keyboard shortcut: [ALT + s]
	Important: After you click Finish, the wizard validates and saves the entries and you will see the following message on the Status Bar: