Move Open Transactions

Use the Move Open Transactions routine to move customer billing transactions between the Billing Transaction file (live file) and Open Transactions Billing file.  You may choose the direction that you wish to move transactions in (live to open or open to live) and you can choose to move transactions for an individual customer.  Transactions will be merged if they exist in both the open and live files.  If you select to move from the Billing Transaction file to the Open Transactions file, Edifice prompts you to recalculate usage and rates as the accumulated usage may be higher and require a different rate.  This routine uses the tran_tot, tran_det, open_tot, and open_det files.

 Important:  

• If transactions for a customer exist in both the Billing and Open Transaction files, they will be merged, the usage will be accumulated if applicable and the rates adjusted accordingly.

• Only use this routine with the direction of NDS Technical Support.

Directions:

To see directions for...

• Opening the Move Open Transactions Routine, click More.

   

  1.  Click Daily Work Menu from the Menu Bar.

  2.  Click Open Transactions.

  3.  Click Move Open Transactions.
  
  Or, use the keyboard shortcut:  [ALT] [y] [o] [t].

   

  Move Open Transactions Window Example:

  

   

• Choosing the Selections at the Prompt Window, click More.

   

  Move Open Transactions Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Move Type Menu	Entry Options: To update from the Live into the Open file, click to select this box. To update from the Open into the Live file, click to select this box.
  Options Menu	Entry Options: To move a company by book, click to select this button. To move an individual customer, click to select this button.
  Account Number	Enter the account number for the account with transactions to be moved, if applicable. (up to 12 characters) Note:  This field is only active if Move an individual customer was selected from the options menu.
  Company Number	To include all companies in this move, leave blank.  Or, enter a specific company number to move transactions. (2.0 numeric) Note:  This field is activated if Move a company by book was selected from the options menu.
  Book Number	To include all books in the move, leave blank.  Or, enter a specific book number to move. (4.0 numeric) Note:  This field is only active if Move a company by book was selected from the options menu.
  	To start the Move, click Proceed. Keyboard shortcut:  [ALT + p]
  	To escape without performing the Move Open Transactions, click Cancel. Keyboard shortcut:  [ALT +c]
  Status	To close the Move Open Transactions after it is complete, click Done. Keyboard shortcut:  [ALT + d]  Important:  Click Done to close out of this routine if you are moving Open Transactions to the live Billing Transaction file.  If you are moving Billing Transactions from the live Billing Transaction file to the Open Transaction file Edifice automatically proceeds to the recalculate usage step.