Summary

The Add/Remove Services feature is used to add or remove a service and/or service rate to a group of customer accounts. The service and/or service rate can be added or removed to accounts based on:

• The services or service rates already on the accounts (for example, add a MISC service to all customer accounts with a WATER service).
• The billing cycle attached to the customer accounts.
• The meter routes on the meters attached to the account.

The modifications made using this process will be applied to customer accounts of all account statuses (active, final, suspended, vacation, delete).

Step by Step

1     Select a service or service rate to add or remove from the customer accounts.

• Open the Add/Remove Service window (UB> Utilities> Add/Remove Services).
• The Action drop-down menu is used to select the action you would like to perform.
  • Select Add if you would like to add a service or service rate to the selected customer accounts.
  • Select Remove if you would like to remove the selected service or service rates from the selected customer accounts.
• Select a Service from the drop-down menu. This is a required field.
  • The service selected in this field will determine which service rates can be selected in the Service Code field.
• Select a Service Code if you would like to add or remove a specific service rate from the selected customer accounts.
  • Click the Service Code field label to select a service rate from a list. The service rates that display in the window depends on the service selected in the Service drop-down menu.
  • If the service rate selected in this field is already attached to the accounts updated by this process, the service rate will be reconnected (the final date will be removed from the service rate and the service rate will become active on the account).
• The Connect Date or Final Date field is used to enter the connection date or final date of the service rates updated by the process. Services do not have a connection date, so if you are only adding a service to the customer accounts, this field will have no function.
  • If you are adding a service rate to customer accounts, the Connection Date field is used as the connection date of the service rate added to accounts. The date you enter in this field will populate the Connect Date field in UB> Maintenance> Account> Service Rates tab> Select a service> Connect Date field.
  • If you are removing a service rate from customer accounts, the Final Date field is used as the final date on the service rate. The date you enter in this field will populate the Final Date field in UB> Maintenance> Account> Service Rates tab> Select a service> Final Date field.

2     Select which customer accounts you would like to modify.

• The Filters section is used to select the customer accounts you would like to include in the process. These are the customer accounts that the service and/or service rate will be added to or removed from. Customer accounts that match all of the criteria entered in this section will be included in the process.
• Leave all of the fields in the Filters section blank if you would like to add the service or service rate to all customer accounts in the Utility Billing module.
• The Services field is used to select customer accounts based on the services already attached to the accounts.
  • You can view the services attached to a customer account using the Account Master Maintenance window (UB> Maintenance> Accounts> Service Rates tab).
• The Service Rates field is used to select customer accounts based on the service rates already attached to the accounts.
  • You can view the service rates attached to a customer account using the Account Master Maintenance window (UB> Maintenance> Accounts> Service Rates).
• The Cycles field is used to select customer accounts based on the billing cycles attached to those accounts.
  • You can view the billing cycle attached to an account using the Account Master Maintenance window (UB> Maintenance> Account> Account tab> Billing Cycle field).
• The Routes field is used to select customer accounts based on the routes on the meters attached to the accounts.
  • You can view the route attached to a meter on an account using the Account Master Maintenance window (UB> Maintenance> Account> Devices tab> Meter Details sub-tab> Route – Sequence field).

3     Update the customer accounts.

• Before you run the process, you can take a screenshot (SHIFT+CTRL+Print Screen) of the completed window before you commit the changes and save the screenshot to a file. This will give you a record of the modification you made so you can reverse the changes if necessary.
• Press ENTER or click the Confirm icon   when complete to process the changes. You can also add a date and time into the field next to the Confirm icon if you would like the process to update at a later time.
  • You can view the progress of the process using the Jobs Viewer window.