EDIFICE Inquiry - Wizards View

The Wizards view contains a menu of wizards for maintaining a variety of information. Wizards are a type of maintenance program that allows you to quickly and easily maintain data. The Wizards guide you through each step of data entry in an organized manner. The table below describes the available options.

Note: The Wizards View offers that same wizard programs as the Wizards menu in the Classic Inquiry.

Directions:

From the EDIFICE Inquiry, click Tools and then, click Wizards.

EDIFICE Inquiry - Wizards Example:

EDIFICE Inquiry - Wizards View Items
Create
Customer	Creates customer information.
Location	Creates location information.
Service Connection	Creates service connection information.
Create a Payment Plan	Creates a payment plan for a customer.
Create a Loan	Create a loan for a customer.
Create TOU Trailers	Create a time of use trailer for a connection.
Interim Reading	Enter meter readings for an interim time period during the billing cycle.
Edit
Customer Information	Maintain customer name and address information.
Copy Customer	Copies an existing customer's information to a new customer, allowing for a change in ownership.
Customer Service	Maintain customer service connection information.
Customer Note	Maintain a short note about the customer that will display near their name and address information.
Customer Alert	Maintain messages to alert your business about the customer.
User Definable Customer Fields	Maintain customer information for the user-definable fields.
User Definable Location Fields	Maintain location information for the user-definable fields.
User Definable Connection Fields	Maintain connection information for the user-definable fields.
Billing Information	Maintain billing information for the customer.
Location Information	Maintain location information.
Add/Change/Remove Location Tenant	Add, change or remove the tenant from the location.
Add/Change Location Owner	Add or change the owner information for the location.
Change Out Connection	Change out the connection.
Final Statement	Enter and print a final bill for a customer whose service is being terminated.
Final Customer	Maintain billing and consumption information for generating a final bill and for assigning a new customer to the service connection.
Message Code Message	Maintain messages for a customer.
Change Customer ID	Change the ID for a customer.
Customer ACH	Maintain customer ACH information.
Remove
Customer	Remove the customer.
Service Connection	Remove the service connection.
Location	Remove the location.