Create Customer Step 7 Window

Use the Create Customer Step 7 window to enter the general service information that controls billing, taxation and the type of account for the customer.

Directions:

To display the Create Customer Step 7 window:

1. From the Enhanced Inquiry, click Tools and then, click Wizards.

2. In the Create section, click Customer.

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

Click 2. Service Information (cont.) in the Steps Panel.

Or, click Next or click Back until the data that you want to maintain displays in the Data Entry Panel.

Create Customer Step 7 Data Entry Panel Example:

Data Entry Panel - Create Customer Step 7 Prompts
Allow Tax	If the customer is taxable, click Yes in the drop-down list. If the customer is not taxable, click No in the drop-down list. Note: The Allow Tax setting works with the Transaction Code's Tax Code setting to determine taxability.
Taxable Percent	If the Allow Tax field is set to Yes and only a portion of the account should be taxed, enter the percentage of the charge the customer is liable to be taxed. (2.2 numeric) Note: Generally, leave blank.
Tax Code ID	If a customer's taxable rate differs from the default tax rate, enter the Tax Table ID that contains the correct tax rate for the customer. (up to 5 characters) Tips: To search for a Tax Table ID, click Search or press [CTRL + f]. To create a new Tax Table ID, click Fast Access Maintenance or press [CTRL + o].
Tax Type	Enter the user-defined Tax Type, if applicable. (1 character)
Winter Quarter Flag	If the customer does not need their sewer bills adjusted for summer outdoor use, maintain the default of 0 for No. If the customer does need their sewer bills adjusted for summer outdoor use, enter 1 to set the Winter Quarter Flag to Yes. Note: For more information, contact NDS Technical Support.
Winter Quarter ID	If the customer sewer bills should be adjusted for summer outdoor use with the information contained in the Winter Quarter Tables, enter a valid appropriate Winter Quarter Table ID.
ERU/EDU	Enter the ERU/EDU amount, if applicable. (9.0 numeric) Note: Generally, please leave this field blank, unless directed by NDS Technical Support.
ERU Type	Note: Generally, please leave this field blank, unless directed by NDS Technical Support.
Cash Transaction Profile ID	To use the default Cash Transaction Profile ID when entering customer cash receipts, please leave blank. Or, to assign another Cash Transaction Profile ID as the default for the customer, enter the Cash Transaction Profile ID. (up to 12 characters) Notes: To search for a Cash Transaction Profile ID, click Search or press [CTRL + f]. To create a new Cash Transaction Profile ID, click Fast Access Maintenance or press [CTRL + o].
Account Type	To assign an Account Type to the customer, click a choice in the drop-down list. Entry Options: Default - The customer Account Type defaults to the Edifice setting Balance Forward - The customer's balance (not invoice detail) from the previous months is carried forward and prints on their statements Open Item - The customer's invoice items are maintained and print on their statements until the items are paid in full
Paperless Statement	To indicate that the customer will receive an paperless type of statement, click Yes in the drop-down list. To indicate that the customer will receive a paper statement, click No in the drop-down list.
	To continue to the next step that contains the additional service settings, click Next. Keyboard shortcut: [ALT + n] For directions to the next step, click here.
	To complete the entries and return to the Create Customer Step 5 window, click Finish or press [Enter]. Keyboard shortcut: [ALT + s] Note: After clicking finish, you can add another service or proceed to Add Location Step. For directions, click here.