How_do_I_set_up_a_new_service_

How do I set up a new service?

Learn how to create a new service, create a rate, assign the default billing frequency and rate to the new service, and then add the service to a new or existing customer.

Webinar: Services and rates

 

Step 1: Creating the service

Set up and save a service without assigning any options. You'll need the service when you set up a rate in the next step.

Do this...

1. Open Connect Utility Management > Organization > Services.

2. Click New (CTRL+N).

3. Enter a service number, description, abbreviation 1 and 2, and type.

4. Click Save (CTRL+S).

The service is saved.

Updated 12Dec2017

 

Step 2: Creating the rate

To set up a rate, see the help topic titled How Do I Set Up Rates?

Warning! Do not assign the same number to a rate and a service. This may prevent the application from saving changes when a rate or service is modified. Assigning the same number to a rate and service may also make it easier to mistakenly assign a rate instead of a service, and vice versa.

Step 3: Adding the billing meter default to the service

Add the default billing frequency and billing rate to the service. For instructions, see the help topic titled How do I change billing defaults?

Add the following billing meter defaults to the service:

  • Billing Frequency Code: How often the service will bill?

  • Billing Rate: What rate to bill?

Updated 12Dec2017

Step 3: Adding the billing meter default to the service

Add the default billing frequency and billing rate to the service. For instructions, see the help topic titled How Do I Add Billing Meter Defaults?

Add the following billing meter defaults to the service:

  • Billing Frequency Code: How often the service will bill?

  • Billing Rate: What rate to bill?

 

Step 4: Adding the service to a customer

With the new service set up, you're ready to add the service to a new customer, existing customer, or group of existing customers.

You can choose one of these options to add the service to a customer:

  • Add the service to a single customer. Use Setup New Customer or Modify Existing Customers >  Services tab to add a service to a customer. See the help topic titled How Do I Add a Service to a Customer?

  • Add the service to multiple customers. Use Batch Add/Delete Services to add a service to a group of customers. See the help topic titled How Do I Batch Add Services?

Published 04Oct2017

 

Troubleshooting

I added a service to a customer. But the service show up as inactive. How do I fix this?

Check if the Connect Date on the service is set to a date that occurs in the future. The Connect Date needs the current date or an earlier date otherwise, the service will show up as an inactive service.

 

 

 

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