Additional Information About the Start, Stop, and Transfer Processes

The following explains some of the more intricate details performed during the start, stop, and transfer processes.

Override Mailing Address

By default, the main person on an account’s mailing address source is the mailing premise on the account. Other person’s on the account do not default the address source and one must be chosen. Aside from the mailing premise on the account, the system stores a mailing address information on the person and directly on the account person record, which is called Account Override. The account/person record indicates the address source for that account/person.

Your business rules may define where alternate mailing addresses are stored or when each is used. The request type defines which alternate location is used or if both are used. When adding an alternate mailing address, the address is stored in the preferred location or if both are enabled, Person or Account Override must be selected.

Existing data might not reflect your current business rules. For example, the request type is set to Account Override, but the address source is already set to Person. In this case, the process behaves as if both sources are enabled and a message is shown to indicate that the current address is stored in the source not supported by the request type. The process does not require the source to be changed.

Default Bill Route Type

When a new person and account are added or when a new person is linked to an account as an other person, the bill route type is defaulted from the installation record.

Paperless Billing

The processes allow customers to enroll in paperless billing if not already enrolled. If the current bill route type’s routing method is email or fax, the customer is considered already enrolled. When enrolling, the bill route type defined on the request type is used.

Autopay Enrollment

The processes allow customers to enroll, check, or stop automatic payments. If enrolled, the details of the current record are shown. Changing the enrollment expires the currently effective and creates a new record effective the following day. To stop automatic payments, uncheck the box next to the enrollment details and the current record is expired.