Summary
You can close a service request using the Close iconon the Service Requests window (UB Service Requests Input), or you can open the service request and manually change the status to close. If you close the service request using the Close icon, the Close Date of the service request will be set to the current date. The advantage of manually changing the service request status is that you can modify the close date of the service request from the current date.
The Close Date on a service request is used for reference only and does not affect how the meter reads on the service request will prorate. The meter readings will be added to the device and billed on the customer account using the meter read date entered on the reading.
A service request must be closed before you can commit it (UB Service Requests Commit).
If the service request is billable, you cannot charge the customer account for the service request (UB Cash Receipts Bill Service Requests) until the service request has been closed and committed.
When a service request has an active status, meters attached to the service request will display as Pending on the customer account, and meter readings will not display on the meters.
When a service request has been closed, devices attached to the service request will still have a pending status and meter reading will not display on the meters.
When a service request has been committed, the Pending devices attached to the service request will be installed on the account and become Active status devices. Meter readings on the service request will be applied to meter and will display on the Consumption tab of the Device Maintenance window (UB Maintenance Device) and will display on the Devices tab of the Account Maintenance window (UB Maintenance Account).
Step by Step
1 Close a service request.
- Open the Service Requests window (UB> Service Requests> Input).
- If you are manually closing the service request, you can open the service request from the customer account (UB> Maintenance> Account> Service Requests tab).
- The Service Requests window will display all of the service requests that have been created.
- Enter information into the filter fields in the Search Criteria section and press ENTER to filter the service requests that display in the window.
- You can filter the service requests that display in the window by status using the Status filter field.
- Committed service requests will only display in the window if the Include Committed toggle is checked. If the Include Committed toggle is not checked, the Service Requests window will only display uncommitted service requests of the status selected in the Status drop-down menu.
- Highlight the service request you would like to change to a Close status. You can close only one service request at a time.
- Click the Close icon.
- An information window will open confirming that you would like to close the service request. The Close Date assigned to the service request is the current date.
- The Close icon will only be enabled if the highlighted service request has an Active status.
- Service requests can be closed after they have been committed.
2 Commit a service request.
- In order to complete a service request and update the account information (including billable fees) the service request must be committed.
- Open the Commit Service Requests window (UB> Service Requests> Commit).
- Only closed service requests that have not been committed will display in the Commit Service Requests window. If the service request you would like to commit is not in this window it has either already been committed or has not been closed.
- You can check on the status of a service request on the Input window. Check the Include Committed toggle to include committed service requests in the Service Requests window.
- Check the Commit toggle of the service requests you would like to commit.
- Press ENTER when all of the service request codes have been selected or enter a date and time in the field next to the Confirm icon to schedule the process to complete at a later time.