Customer Service Information Wizard

Use the Customer Service Information Wizard to edit service information for customers.  You can edit the general billing information for the customer including finance charge, discount and lien information.  In addition, you can edit the process settings that determine if the customer is included in meter communications, the electronic payment process, shutoff process and other Edifice processes.  This wizard does not affect the service connection information.  

Tip:  For general information about using wizards, see the Wizard - Introduction.

Directions:

To see directions for...

• Opening the Customer Service Information Wizard, click More.

   

  1.  Click Daily Work from the Menu Bar.

  2.  Click File Maintenance.

  3.  Click Wizard Maintenance.

  4.  Click Customer.

  5.  Click Service Information.
  
  Tip:  Or, use the keyboard shortcut:  [ALT] [y] [m] [w] [ENTER] [c] [ENTER].

   

  Note:  To see an example of the Customer Service Information Wizard, see Create Customer Step 7 Window.

   

• Creating a New Customer Service Information, click More.

   

    Note:  This wizard only maintains existing Customer Service Information.  To create Customer Service Information, use the Create Customer Wizard.

   

• Editing an Existing Customer Service Information, click More.

   

   IMPORTANT:  To avoid losing data, the wizard automatically validates and saves your data when you click Finish .

  1.  Open the Customer Service Information Wizard.  The first step displays in the Data Entry Panel.

  2.  To load the Customer Service Information, enter the Customer ID in the Data Entry Panel.
  Tip:  To Search for a Customer ID, click Search .

  3.  To navigate to the step that you want to maintain, click the name of the step in the Steps Area,
  Or, click Next  or click Back  until the correct step displays.

  4.  To position the pointer to the information that you want to change, press [TAB] or click the field using the mouse.

  5.  Enter the data changes.

  6.  If there are any other steps requiring changes, navigate to the proper step and make the changes.

  7.  To finish entry and save the changes, click Finish , or press [ENTER].
  Keyboard shortcut:  [ALT + s]

   

• Deleting an Existing Customer Service Information, click More.

   Note:  This wizard only maintains Customer Service Information.   To delete Customer Service information, use the Remove Customer Wizard.

   

• Understanding the field values for the following panels, click the panel name in the table below: