Start/Stop - Main

Fastpath:

The Description of Page section that appears below simply describes the fields on this page. Refer to How To for a description of how to perform common start/stop functions.

Use Menu > Customer Information > Start/Stop to open this page.

Description of Page

The Account ID and the primary name of the Account's main customer are displayed at the top of the page.

If the total number of pending start/stops for the account does not exceed the start stop details threshold defined in Installation Options, the grid contains an entry for every Pending Start and Pending Stop service agreement linked to the Account ID.

If information appears on the right portion of the grid, that means that "reciprocal relationships" exist. The following points describe potential reciprocal relationships:

  • A reciprocal will be shown for a Pending Start service agreement if the Pending Start service agreement has at least one service point and if another service agreement is found that satisfies the following criteria:
    • The status of the service agreement is not Canceled or Active ,
    • The service agreement is linked to all of the Pending Start service agreement's service points (and all SA/SP records have the same stop date as defined on the qualifying service agreement).
    • The service agreement's stop date is on/before the start date.
    • The service agreement's SA type has a service type that is the same as the Pending Start service agreement's service type.
  • Note: if multiple service agreements meet the above criteria, the latest qualifying service agreement is shown as the reciprocal.
  • A reciprocal will be shown for a Pending Stop service agreement if the Pending Stop service agreement has at least one service point and if another service agreement is found that satisfies the following criteria:
    • The status of the service agreement is not Canceled
    • The service agreement is linked to all of the Pending Stop service agreement's service points (and they all have the same start date as defined on the qualifying service agreement).
    • The service agreement's start date is on/after the stop date.
    • The service agreement's SA type has a service type that is the same as the Pending Stop service agreement's service type.
  • Note: if multiple service agreements meet the above criteria, the earliest qualifying service agreement is shown as the reciprocal.
Note:

If multiple reciprocals exist for a given SA, none of the reciprocals will be shown. In this situation, an appropriate message is displayed highlighting this situation. The existence of multiple reciprocals is rare, but it could happen, for example, if multiple customers are paying for a service point's service (where one customer pays for 60% of the metered consumption and the other pays for the remaining 40%).

The following columns appear in the grid:

Drill Down (button) Click this button to drill down into details of the pending start/stop SA. This button transfers you to the Pending SA tab.

Action An icon will be displayed to highlight if the associated SA is a pending start or a pending stop. The start icon (green octagon) appears if the SA is a pending start. The stop icon (red octagon) appears if the SA is a pending stop. If there is a reciprocal SA for the pending start, the stop icon appears adjacent; clicking it will cause the SA grid to scroll to the left (so that you can see the pending stop). If there is a reciprocal SA for the pending stop, the start icon appears adjacent; clicking it will cause the SA grid to scroll to the left (so that you can see the pending start).

Date This is the start date for pending start service agreements and the stop date for pending stop service agreements.

Cancel Turn on this switch if you wish to cancel the pending start/stop.

Note:

Field activities will be cancelled too. If you cancel a pending start/stop that has field activities , the field activities will also be cancelled. Refer to Starting Service and Field Activities for the details about how the system automatically creates the field activities to support start service requests. Also, refer to Stopping Service and Field Activities for the details about how the system creates the field activities to support stop service requests.

System-generated reciprocals will be cancelled too. If you cancel a pending start/stop that has a SYSTEM-GENERATED reciprocal SA, the reciprocal will also be cancelled.

Premise Information If a characteristic premise is linked to the service agreement, summary information about the pending start/stop SA's characteristic premise is displayed.

SA Information Summary information about the pending start/stop SA is displayed.

Action If this column is blank, then there is no reciprocal start/stop for the service agreement whose details appear to the left. If this column is not blank, then the information that appears to the right describes the reciprocal SA of the SA to the left. If a reciprocal SA exists, two icons will always appear: if a start and stop combination appears, the SA to the left is a pending stop (and clicking the stop icon will cause the pending stop to appear); if a stop and start combination appears, the SA to the left is a pending start (and clicking the start icon will cause the pending start to appear).

Date This is the start date for pending start service agreements and the stop date for pending stop service agreements.

Cancel Turn on this switch if you wish to cancel the pending start/stop.

Note:

Field activities will be cancelled too. If you cancel a pending start/stop that has field activities , the field activities will also be cancelled. Refer to Starting Service and Field Activities for the details about how the system automatically creates the field activities to support start service requests. Refer to Stopping Service and Field Activities for the details about how the system creates the field activities to support stop service requests.

System-generated reciprocals will be cancelled too. If you cancel a pending start/stop that has a SYSTEM-GENERATED reciprocal SA, the reciprocal will also be cancelled.

Account Info The name of the main customer associated with the reciprocal's service agreement's account is displayed.

Premise Information Summary information about the pending start/stop premise is displayed.

SA Information Summary information about the pending start/stop SA is displayed.

If the total number of pending start/stops for the account exceeds the start stop details threshold defined in Installation Options, the Total number of Pending Starts and Total number of Pending Stops is displayed together with a grid containing a summary of the pending start and pending stops.

The grid contains an entry for every group of Pending Start / Pending Stop service agreement linked to the Account ID with the same pending start / pending stop date, action, premise, and CIS division/SA Type.

The following columns appear in the grid:

Date This is the start date for pending start service agreements and the stop date for pending stop service agreements.

Action An icon will be displayed to highlight if the associated SA(s) are pending start or pending stop. The start icon (green octagon) appears if the SA(s) are a pending start. The stop icon (red octagon) appears if the SA(s) are a pending stop. Click the icon to navigate to the Start Stop - Pending SA tab where the associated pending start / pending stop service agreements will be displayed.

Premise Information Summary information about the pending start/stop premise is displayed.

CIS Division / SA Type This is the CIS division and service agreement type of the pending start / pending stop service agreements.

Total This is the total number of service agreements with the same Date, Action, Premise, and CIS Division / SA Type.

Following the Pending Start / Pending Stop grid are two sections; one is used to start service, the other is used to stop service.

The following points describe the fields in the start service section (refer to How To for a description of how to perform common start functions).

  • Use Start Date to define the date on which you want service to commence.
  • Use Start Method to define what you want to start. Valid values are:
    • Start Premise SPs. Use this method if you want to start selected services at a premise. This method allows you to control the display of the service agreements to be started, providing a manageable view when there are many service agreements to be started at a premise.
    • Start a Premise. Use this method if you want to start services at a premise.
    • Start a SA. Use this method if you want to start a non-premise-oriented service (e.g., a deposit, a charitable contribution, a one-time charge).
  • If you have selected the Start Premise SPs or Start a Premise option, use Address and City to select the premise. Refer to Control Central - Search for suggestions in respect of how to use these fields. The selected address and premise ID appear below the selection.
    Note: If the service agreement’s account’s CIS Division’s Restrict to Account CIS Division flag is set to Restricted, the premise search is restricted to the premises without a CIS Division and those whose CIS Division matches the account’s CIS Division,
  • If you have selected the Start a SA option, use CIS Division and SA Type to define the type of service agreement you wish to start.
Note: If the service agreement’s account’s CIS Division’s Restrict to Account CIS Division flag is set to Restricted, the CIS Division is set to the account’s CIS Division and cannot be changed.
Warning:

Take special care when adding a new service agreement to specify the appropriate CIS Division / SA Type as it will affect how the customer is billed, what rate can be specified, how overdue debt is collected, and much more. After the service agreement is activated, you may not change its SA type.

  • Use Requested by to define who requested the stop (e.g., Customer, Jane Smith ).
  • Click the Start button to start service. When you click this button, the Start Confirmation page appears.

The following points describe the fields in the stop service section (refer to How To for a description of how to perform common stop functions).

  • Use Stop Date to define the date on which you want service to stop.
  • Use Stop Method to define what you want to stop. Valid values are:
    • Stop Selected SAs. Use this method if you want to stop selected service agreements linked to the account.
    • Stop a Premise. Use this method if you want to stop ALL services at a premise.
    • Stop a SA. Use this method if you want to stop a specific SA.
    • Stop all Active SAs. Use this method if you want to stop ALL service agreements linked to the account.
  • If you have selected the Stop a Premise option, choose the Premise ID. You can optionally choose a specific premise if you selected the Stop Selected SAs option.
  • If you have selected the Stop a SA option, choose the SA ID.
  • Use Requested by to define who requested the stop (e.g., Customer, Jane Smith ).
  • Click the Stop button to stop service.
Note: Manual date entry is disabled on the start and stop dates and the date picker must be used when the Disable Manual Date Entry Option Type on the Customer Information Options Feature Configuration has been enabled.