Prepare and print a work order for a Utility Billing customer. Printing also records a summary in the customer's work-order history.
Using this option
- Choose File > Work Order Add and select the customer. Check the displayed account and name.
- Complete the applicable order details: Date Order Taken, Taken by, Date Last Reading, Date to be Completed, Request made by, and contact telephone numbers.
- Enter any Name In, Turn On, Turn Off, Leave On, forwarding-address information, and Comments needed for the work.
- Use Print History to review earlier work orders. Choose Print to produce this work order, or Cancel to leave it unprinted. After finishing, you can select another customer.
Notes
The printed order includes available customer and service/meter information along with what you entered. The work-order history entry saves the print date and up to five lines from Comments. A fuller record is added to the customer notes.
The Turn On and Turn Off fields describe requested work; printing the order does not itself post a utility bill or collection. Review Customer separately when the completed work requires changes to the account.