Create Customer Service Connection Step 1 Window

Use the Create Customer Service Connection Step 1 Window to add a new or an existing service connection to the location. A connection can be a meter, a trailer or a component, such as, a hydrant, street light or other non-metered billing element. Connections are billed for the services provided to the location. In general, connections are assigned their own Reference ID and are then attached to a location.

Important: You can not remove an existing connection from one location and assign it to another if the connection has outstanding charges or balances. Generally, you can add a new connection from Inventory or you can create a new connection by using the Inventory wizard.

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.

Directions:

To display the Create Customer Service Connection Step 1 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 7. Add Connections in the Steps Panel.

Create Customer Service Connection Step 1 Data Entry Panel Example:

Data Entry Panel - Create Customer Service Connection Step 1 Prompts

To add a new connection to the location, click New.

Keyboard shortcut: [ALT + n]

For directions to the next step, click here.

To add an existing connection to the location, click Add.

Keyboard shortcut: [ALT + a]

For directions to the Create Customer Add Existing Service Connection Window, click here.