Shut Off Procedure

The Shut offs routines located on the Processes menu offer a convenient way to manage your shut off process.  Here you can produce a list of shut offs by entering the desired options, then produce notices, assess accounts with shut off costs and track the number of shut off notices printed for each customer.

Tip:  The shut off process can also be managed from the Shut Offs View in the Inquiry instead of from the Shut Off menu under Processes.

To generate Shut Off Notices:

Note:  The Past Due Parameter record can limit the customer services that are considered during the Shut Off routines.

1.  Create the Shut Off Workfile.

2.  Print the Shut Off Notice Journal to review and approve the customers and their shut off information.

3.  Use Shut Off Workfile Maintenance to remove the customers who should not receive a shut off notice from the Shut Off Workfile, if necessary.

4.  Print the Shut Off Balance Report, if applicable.

5.  Print the Shut Off Notices and/or print the Certified Mailers for mailing to the appropriate customers.
Tip:
 You can choose to print the shut off notices or print the certified mailers or you can print both.

To assess shut off charges for customers with outstanding balances:

Notes:  

1.  Shut Off Generate Shut Off Charge Transactions for applicable customers.

2.  Generate and review the Shut Off Edit Transaction Journal.

3.  Print the customer Shut Off Statements, if applicable.

4.  Run the Shut Off Post to update the various files with the customers' shut off charge information.