Create Service Connection Wizard

Use the Create Service Connection Wizard to add a service connection to the location.  A connection can be a meter, a trailer or a component, such as, a hydrant, street light or other non-metered billing element.  Connections are billed for the services provided to the location.  In general, connections are assigned their own Reference ID and are then attached to a location.

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

Directions:

To see directions for...

• Opening the Service Connection Wizard, click More.

   

  1.  Click the Wizard Menu.

  2.  Click Create.

  3.  Click Service Connection.

   

  Service Connection Wizard Window Example:

  Tip:  To see general instructions for each panel in the example below, the cursor becomes a hand when you position the cursor over the field or panel.  Click once to display the associated topic.

  

   

• Creating a New Service Connection, click More.

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

   

  1.  Open the Create Service Connection Wizard.

  2.  At the Choose Location ID Step, enter the Location ID or select the Location ID that is currently displayed in the drop-down list.
  Tip:  To Search for a Location, click Search .

  3.  To advance to the next step, simply press [ENTER].
  Tip:  For more information about moving around within the Wizard, see the Wizard - Navigation topic.

  4.  At the Service Connection Step 2 enter information including the Reference Type, Reference ID,Primary Service Code, Billing Type ID and Parent Connection ID if applicable.

  5.  At the Service Connection Step 3 enter additional information about the service connection including special conditions about the connection and supplier information.

  6.  At the Service Connection Step 4 enter a Transaction Profile ID for each of the services delivered by the service connection.

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

   

• Editing an Existing Service Connection, click More.

   

   Note:  This wizard only creates service connections.  To edit service connections, use the Change Out Connection Wizard.

   

• Deleting an Existing Service Connection, click More.

   Note:  This wizard only creates service connections.  To delete service connections, use the Change Out Connection Wizard.

   

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