Customer Inquiry - Customer Transaction Summary Panel

Use the Customer Transaction Summary Panel to view a history summary of the customer's billing transactions. The table following the window example describes the Customer Transaction Summary Panel for the Customer Inquiry.

Tips:

You can also view the customer's history Transaction Summary information during the History Inquiry.
To quickly view additional transaction details, click Plus .

Directions:

To display the Customer Transaction Summary Panel in the Customer Inquiry:

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.
At the Inquire By prompt, click Customer in the drop-down list.
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 Customer Inquiry - Inquire By Selection Area.
Click Transaction Summary on the Customer Panel Toolbar.

Customer Inquiry - Customer Transaction Summary Panel Example:

Customer Inquiry - Customer Transaction Summary Panel Field Descriptions Tip: To see more information about a field, click the hyperlink for the field name.
Transaction Summary Lines
Date	Displays the date of the history transaction summary.
Code	Displays the Transaction Code used to generate the history transaction.
Usage	Displays the amount of Usage billed for the history transaction.
Prior Date	Displays the date of the customer's Prior Reading for the history transaction.
Present Date	Displays the date of the customer's Present Reading for the history transaction.
Amount	Displays the billing amount for the history transaction.
Total	Displays a total of the customer's history transaction summary amounts.
Additional Detail Lines
	To view additional transaction summary details, click Plus. Tip: Or, to hide the additional details, click Minus .
Reading	Displays the meter reading amount for the history transaction.
Company	Displays the Company ID for the history transaction.
Actual Usage	Displays the Actual Usage for the history transaction. Tip: Demand type meters require Actual Usage for billing purposes.