Shut Off Procedure

Follow these steps to complete the Shut Off procedure.  This procedure consists of the routines for generating the shut off notices for customers with overdue balances, as well as, tracking 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 proof and approve the customers and their shut off information.

3.  Use Shut Off Workfile Maintenance to delete 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.  Print and proof the Shut Off Edit Transaction Journal.

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

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