Customer Inquiry - Customer Reasons Panel

Use the Customer Reasons Panel to view a history of the reasons why certain transactions are used for the customer.  This provides an audit trail of explanations for certain transactions.  The table following the window example describes the Customer Reasons Panel for the Customer Inquiry.

Tip:  For additional information, see Reason Code Maintenance.

Directions:

To see directions for...

• Opening the Customer Reasons Panel, click More.

   

  1.  The Customer Inquiry window automatically opens when Utility Billing is launched.  
  Tip:  To display the Customer Inquiry after starting other windows, click Customer Inquiry on the Edifice Toolbar.

  2.  At the Inquire By prompt, click Customer in the drop-down list.

  3.  Press [TAB] to move to the Customer prompt, and then enter a valid Customer ID.
  
  Tip:  
  To inquire by location, service connection or street name, see the Customer Inquiry - Inquire By Selection Area.

  4.  Click Move Right on the Customer Panel Toolbar to display additional buttons.

  5.  Click Reasons on the Customer Panel Toolbar.

   

  Customer Inquiry - Customer Reasons Panel Window Example:

  

   

• Understanding the fields in the panel, click More.

   

  Customer Inquiry - Customer Reasons Panel Field Descriptions Tip:  To see more information about a field, click the hyperlink for the field name.
  Date	Displays the date the Reason Code was assigned to the customer transaction.
  Reason Code ID	Displays the identification of the Reason Code assigned to the customer transaction.
  Reason Code Message	Displays an additional message pertaining to why the Transaction Code was used.

   

• Viewing additional history details for a customer reason code, click More.

   

  Click to highlight the desired line and the Customer Reason Code History Detail Window displays.

  Customer Inquiry - Customer Reason Code History Detail Window Example:

  

   

  Customer Inquiry - Customer Reason Code History Detail Window Field Descriptions Tip:  To see more information about a field, click the hyperlink for the field name.
  Date	Displays the date the Reason Code was assigned to the customer transaction.
  Time	Displays the time at which the Reason Code was assigned to the customer transaction.
  User ID	Displays the User ID of the person who entered the Reason Code for the customer transaction.
  Reason Code ID	Displays the Reason Code ID, which was assigned to the customer's transaction.
  Reason Code Title	Displays the Title of the Reason Code assigned to the customer's transaction.
  Reason Code Description	Displays the full Description of the Reason Code assigned to the customer's transaction.
  Reason Code Message	Displays the additional message pertaining to the reason why the Transaction Code was used for the customer.
  	To close the window, click Close.

• Deleting an existing customer reason code, click More.

   

  1.  Click to highlight the desired customer reason line and the Customer Reason Code History Detail Window displays.

  2.  Right-click to display the shortcut menu.

  3.  Click Delete Reason Message.

  4.  At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.
  
  Example:
  
  
  
  Note:  After you click Proceed, you will see the following message on the Status Bar.