Create Customer Step 8 Window

Use the Create Customer Step 8 window to enter service process settings that determine if the customer can be included in meter export/import, the electronic payments process, the shutoff process, the past due process and the collections process. The table following the panel example describes the data entry for this step in the Create Customer Wizard.

To display the Create Customer Step 8 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:

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

Create Customer Step 8 Data Entry Panel Example:

Data Entry Panel - Create Customer Step 8 Prompts

To allow customer meter readings to be imported to Edifice, click Yes in the drop-down list.

To prevent customer meter readings from being imported to Edifice, click No in the drop-down list.

To allow customer cash receipt transactions to be imported to Edifice, click Yes in the drop-down list.

To prevent customer cash receipt transactions from being imported to Edifice, click No in the drop-down list.

Tip: For more information, see the Cash Receipts Import Routines.

To allow the customer to be included in the shutoff notice process if appropriate, click Yes in the drop-down list.

To prevent the customer from being included in the shutoff process if appropriate, click No in the drop-down list.

Tip: For more information, see the Shut Off Process.

Enter a defined Condition ID to apply to the customer shutoff, if applicable. (up to 10 characters)

Tips:

Do not confuse Conditions with Special Conditions. They are two separate functions.
To search for a Condition Code ID, click Search or press [CTRL + f].
To create a new Condition Code ID, click Fast Access Maintenance or press [CTRL + o].

To allow the customer to be included in the Past Due Notice process if appropriate, click Yes in the drop-down list.

To prevent the customer from being included in the Past Due Notice process if appropriate, click No in the drop-down list.

Tip: For more information, see the Past Due Process.

To allow the customer to be included in the Collections process if appropriate, click Yes in the drop-down list.

To prevent the customer from being included in the Collections process if appropriate, click No in the drop-down list.

Tip: For more information, see the Collections Process.

To display the previous step, click Back.

Keyboard shortcut: [ALT + b]

For directions to the previous 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.