Use the Customer Status Panel to view a variety of customer settings as well as, payment, billing, discount, deposit and overdue balances information. The table following the window example describes the Customer Status Panel for the Customer Inquiry.
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Customer Inquiry - Customer Status Panel Field Descriptions
Tip: To see more information about a field, click the hyperlink for the field name.
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Displays the Description for the .
Tip: The service code Description is highlighted in color for easy identification.
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Service Status
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Displays the customer's billing Status for the service.
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Displays the date the service is activated for the customer.
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Displays the Finance Period the customer's service is grouped in.
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Displays the Company Number the customer's service is grouped in.
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Displays the Rate Class the customer's service is grouped in.
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Displays the Number of Units for generating flat charges for the customer's service, if applicable.
Tip: This field can be informational only, as needed.
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Displays the ERU/EDU amount for the customer's service, if applicable.
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Displays the ERU Type for the customer's service, if applicable.
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Displays the Winter Quarter setting for the customer's service, which determines if the customer's service charges should be adjusted for outdoor seasonal usage.
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Payment Status
Tip: You can also view the customer payment information during the Financial Panel of Customer Finance Master Maintenance.
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Displays the amount of the last payment for the customer's service, which was posted to their account during the Cash Receipts Post routine.
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Displays the date the last payment was made for the customer's service, which was posted to their account during the Cash Receipts Post routine.
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Displays the Cash Transaction Profile ID to generate payment transactions for the customer, if applicable.
Tip: If the customer's Profile is blank, the default Cash Transaction Profile for the service is used.
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Billing Status
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Displays the number of statements generated so far this year for the customer's service.
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Displays the most recent Billed or Statement Date for the customer's service.
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Deposit Status
Tip: You can also view the customer deposit information during the Financial Panel of Customer Finance Master Maintenance.
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Displays the amount of the deposit the customer paid for the service, which was posted to their account during the Cash Receipts Post routine.
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Displays the amount of Interest accrued for the customer's deposit amount.
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Displays the date the customer deposit was posted to their account during the Cash Receipts Post routine.
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Discount Status
Tip: You can also view the customer discount information during the Financial Panel of Customer Finance Master Maintenance.
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Displays the Discount Code assigned to the customer's service, if applicable.
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Displays the current calculated Discount Amount, which can be applied to the customer's service balance if paid by the Discount Date, if applicable.
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Displays the date through which a discount can be applied to the customer's service balance.
Note: If a customer is assigned a Trade Discount Code, this field is blank.
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Tax Status
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Displays the tax setting for the customer's service, which determines if the charges for the service are eligible to be taxed.
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Displays the Taxable Percent for the customer's service, which determines what portion of the service charges should be taxed, if applicable.
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Displays the Tax Table ID assigned to the customer's service, if applicable.
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Displays the informational only Tax Type for the customer's service.
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Finance Charge Status
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Displays the Allow Finance Charge setting for the customer's service, which determines if the charges for the service are included in the finance charge routines.
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Past Due Status
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Displays the Allow Past Due setting for the customer's service, which determines if the service can be included in or excluded from the Past Due Notice process.
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Displays the number of times a Past Due Notice is printed for the customer's service, if applicable.
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Displays the date the most recent Past Due Notice was sent to the customer regarding the delinquent payment for their service.
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Arrears Status
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Displays the number of times the customer's balance for the service is in at the time of the Billing Post.
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Displays the number of times the customer's balance for the service is in at the time of the Billing Post so far this year.
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Displays the number of times last year that the customer's balance for the service was in at the time of the Billing Post.
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Shut Off Status
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Displays the Allow Shut Off setting for the customer's service, which determines if the service can be included in or excluded from the Shut Off process.
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Displays the date of the shut off notice for the customer's overdue service, if applicable.
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Displays the Condition assigned to the customer for use during the shut off process, if applicable.
Tip: for more information, see Conditions Code Maintenance.
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Collection Status
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Displays the Allow Collection setting for the customer's service, which determines if the service can be included in or excluded from the Collection process.
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Displays the date the customer was notified that their overdue balance is going to collections if they do not pay the balance.
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Lien Status
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Displays the Lienable setting for the customer's service, which determines if the service can be included in or excluded from the Lien process.
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Credit Rating Status
Tip: For more information, see Customer Credit Rating Procedure.
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Displays the customer's calculated credit rating score.
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Displays the description of the credit rating level associated with the customer's credit score.
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Rolls Status
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Displays the Rollable setting for the customer's service, which determines if the service can be included in or excluded from the Rolls process.
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Meter Import Status
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Displays the Allow Meter Import setting, which determines if electronic meter readings can be imported for the customer's service.
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Cash Import Status
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Displays the Allow Cash Import setting, which determines if electronic cash receipt transactions can be imported for the customer's service.
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on the Edifice Toolbar.
on the Customer Panel Toolbar.
