Wizards Control Menu

The Wizards Control menu contains commands used to open several Wizards for data entry. Similarly to the Windows™ Explorer, you can collapse and expand a level within the menu using the plus (+) and minus (–) buttons.

Tips:

For general information about Wizards, see the Wizard - Introduction.
Because you can customize the Wizard Control Menu, the menu items in the software may not match the documentation. For assistance with changing the Wizard menu items, please contact NDS Technical Support.

Directions:

To open the Wizards Control menu from the Customer Inquiry, click Wizards .
Tip: The Customer Inquiry window automatically opens when Utility Billing is launched.

To display the Customer Inquiry after starting other windows, click Customer Inquiry on the Edifice Toolbar.

Wizards Control Menu Example:

To expand a level, which reveals the options within that level, click Plus .
Example: To open the Create level, click Plus next to Create.
To collapse a level, which hides the options within that level, click Minus .
Example: To close the Create level, click Minus next to Create.
To select an option, which opens the associated Wizard, click the option within the appropriate level.
Example: To open the Wizard for creating a service connection, click Service Connection.

The table below describes the available options.

Wizards Control Menu Items
Create Tip: To show the Create portion of the Wizards Control menu, click Plus . Or, to hide the Create portion of the Wizards Control menu, click Minus .
Customer	Create customer information.
Location	Create location information.
Service Connection	Create service connection information.
Interim Reading	Enter meter readings for an interim time period during the billing cycle.
Create Work Order	Create service work orders for customers.
Edit Tip: To show the Edit portion of the Wizards Control menu, click Plus . Or, to hide the Edit portion of the Wizards Control menu, click Minus .
Customer Information	Maintain customer name and address information.
Customer Service	Maintain customer service connection information.
Customer Note	Note: WebHelp for this topic is not currently available.
Customer Alert	Maintain messages to alert your business about the customer.
User Definable Customer Fields	Maintain customer information for the user-definable fields.
User Definable Location Fields	Maintain location information for the user-definable fields.
Billing Information	Maintain billing information for the customer.
Location Information	Maintain location information.
Add/Change/Remove Location Tenant	Add, change or remove the tenant from the location.
Add/Change Location Owner	Add or change the Owner information for the location.
Change Out Connection	Change out the connection.
Final Customer	Maintain billing and consumption information for generating a final bill and for assigning a new customer to the service connection.
Final Statement	Note: WebHelp for this topic is not currently available.
Remove Tip: To show the Remove portion of the Wizards Control menu, click Plus . Or, to hide the Remove portion of the Wizards Control menu, click Minus .
Customer	Delete the customer.
Service Connection	Remove the service connection.
Location	Remove the location.