Shut Off Post

Use the Shut Off Post routine to update the various files with the customers' shut off charges.  The post will update the customers, transaction codes, customer history and the General Ledger Journal files.  At the end of the Shut Off Post routine, a Shut Off Post summary prints.

Important:  

• Before running the Shut Off Post routine, make sure that you have printed the Shut Off Edit Transaction Journal and the customer Shut Off statements, if applicable.

• After the post finishes, review and maintain the Shut Off Post Summary for a complete audit trail.

• For more information about the timing and sequence of the shut off steps, see Shut Off Procedures.

Directions:

To see directions for:

• Opening the Shut Off Post routine, click More.

   

  1.  Click Processes from the Menu Bar.

  2.  Click Shut Off.

  3.  Click Post.
  
  Or, use the keyboard shortcut:  [ALT] [p] [s] [o].
   

  Shut Off Post Window Example:

  

   

• Choosing the selections, click More.

  Shut Off Post Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Services	To select the Services to post, click to check the appropriate services listed. Tip:  To quickly select or de-select all services listed, click Check All .
  Companies	To select the Companies to post, click to check the appropriate companies listed. Tip:  To quickly select or de-select all companies listed, click Check All .
  Books	To select the Book Numbers to post, click to check the appropriate books listed. Tip:  To quickly select or de-select all Book Numbers listed, click Check All .
  Winter Quarter	Displays the current winter quarter for your reference.
  Update Date	To accept the date displayed as the Shut Off Post Date, press [TAB] or enter another date. (mmddccyy, slashes and century optional)
  General Ledger Period	For each service to post, enter the General Ledger Period Number for the generated Shut Off Post entries. (1-13) Note:  The General Ledger Period prompt is only available if the Edifice General Ledger Interface is active.  For more information, contact NDS Technical Support.
  	To start the post, click Post, or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the routine, click Cancel. Keyboard shortcut:  [ALT + c]

   

  After clicking Proceed, the following Post Confirmation window displays for you to confirm the settings for the post.

   

  

   

  Shut Off Post Prompts Tip:  To see more information about a field, click the hyperlink for the field name.
  Confirm Post Options	Review the selected Shut Off Post settings that are displayed for: General General Ledger Period Companies Books Services
  Do not show this again	To display the Confirmation window during future post routines, leave this box unchecked. To skip the confirmation window step during future post routines, click to check this box.
  	To start the post if the settings are correct, click Post, or press [ENTER]. Keyboard shortcut:  [ALT + p]
  	To escape from the routine if the settings are not correct, click Cancel. Keyboard shortcut:  [ALT + c]
  Server process Status	Displays information pertaining to the various phases of the Shut Off Post to guide you.  Important:  The status displays Complete when the process is ended.  In addition, Process Ended and 100% display to alert you when the routine is complete.
  Printer	To send the Post Summary printout to a Windows™ default printer, click to select the desired printer. Note:  NDS recommends that you print and retain the report for a complete audit trail.
  	To close the Shut Off Post routine when the routine is complete, click Close . Keyboard shortcut:  [ALT + d]
  	Important:  The status displays Complete when the process is ended.  In addition, the window displays Process Ended and 100% to alert you when the routine is complete.

   

• Report Sample(s), click More.

   

  To see an example of the report, click Shut Off Post Summary Sample.