Shut Off Workfile Maintenance

Use Shut Off Workfile Maintenance to remove individual shut offs from the Shut Off Workfile that was generated during the Create Notice Workfile routine.  For example, you can use this routine to remove a customer from the Workfile if the customer is on a payment plan and should not receive a past shut off notice.

Notes:  

• You can not create or edit Shut Off Notices during Shut Off Workfile Maintenance.

• If you delete customers during shut Off Workfile Maintenance, reprint the Shut Off Notice Journal for a complete audit trail.

• For the steps of the Shut Off Notice process, see Shut Off Procedure.

Directions:

To see directions for...

• Opening Shut Off Workfile Maintenance, click More.

   

  1.  Click Processes from the Menu Bar.

  2.  Click Shut Off.

  3.  Click Workfile Maintenance.
  
  Or, use the keyboard shortcut:  [ALT] [p] [s] [m].
   

  Shut Off Workfile Maintenance Window Example:

  

• Deleting a customer Shut Off Notice, click More.

   

  1.  To display the record to be deleted, enter the Customer ID and click Retrieve , or press [ENTER].
  Keyboard shortcut:  [ALT + t]
  Tip:  If you do not know the Customer ID, you can click Search  to see a list of customers.

  2.  Click File from the Menu Bar, and next click Delete.
  Keyboard shortcut:  [ALT] [f] [d]

  3.  At the Delete Records prompt, click Proceed to delete the record, or click Cancel to escape from the delete routine.
  
  Example:
  
  
  
  Note:  After you click Proceed, you will see the following message on the Status Bar.
  
  

  2. After deleting the customer from the Past Due Workfile, you must enter a reason for removing the customer.  For directions, see the Customer Add Reason Code Message Wizard - Add Reason Step.

   

• Creating a customer Shut Off Notice, click More.

   

  IMPORTANT: You can not create a new customer shut off during Shut Off Workfile Maintenance.  New customer shut offs are generated during the Shut Off Create Notice Workfile routine.

   

• Editing a customer Shut Off Notice, click More.

   

  IMPORTANT:  You can not edit a customer shut off during Shut Off Workfile Maintenance.