Create Customer Service Connection Step 4 Window

Use the Create Customer Service Connection Step 4 Window to enter a Transaction Profile ID for each of the services delivered by the service connection. A Transaction Profile ID determines how the service connection charges should be generated and which billing rates to use.

Notes:

If your company bills multiple services, enter a separate Transaction Profile ID and Quantity for each service delivered to the service connection in order to generate individual charges using the appropriate billing rates.
For more information about Transaction Profiles, see Billing Transaction Profile Maintenance.
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 4 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 4. Billing Information in the Steps Panel.

Create Customer Service Connection Step 4 Data Entry Panel Example:

Data Entry Panel - Create Customer Service Connection Step 4 Prompts Tip: To see more information about a field, click the hyperlink for the field name.
	The service currently being maintained is highlighted for your reference.
Transaction Profile ID	Enter the Transaction Profile ID used to bill the transactions for the service delivered by the Service Connection. (up to 12 characters) Notes: To search for a Billing Transaction Profile ID, click Search or press [CTRL + f]. To create a new Billing Transaction Profile ID, click Fast Access Maintenance or press [CTRL + o].
Quantity	To accept the default value of 1, press [TAB]. Or, if there is more than 1 element at the location AND the elements are not
	To complete the entries for the service connection after you verify your entries in the Inquiry Panel, click Finish. 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:
	To return to the previous window, click Back. Keyboard shortcut: [ALT + b] For directions to the previous step, click here.