End and Edit Active Services
- Aliena Somers
Pathway: Customer > Search > Accounts
End a Service
The following process should be used when ending a service.
A warning message triggers if a pending change for a future date (for the selected service) already exists. Select Yes to Continue. NOTE: Ending the service will overwrite all of its pending future changes.
From the Customer’s Account, right-click on the banner for the ending service and select Edit.
Select a Reason Code for why the service is ending (this helps with reporting) and enter an End Date.
Select the Removal check box if equipment removal is required.
Select a Route for equipment pickup to be placed on.
Enter a Removal Date and add any Work Order Notes that may apply.
Upon receiving authorized consent (refer to your company’s policies on requirements), enter the name of the person who requested the cancellation in the Requested By field.
Click Save.
The banner for the service will display in red in the Active Services section of the customer’s account leading up until the End Date. After the end date has passed the service will be archived in the account’s history and will no longer display in the Active Services section for the account.
Edit a Service
The following process applies to editing an existing service.
From the Customer’s account, right-click on the banner of the active service and select Edit.
Select a Reason Code for the adjustment and enter a Start Date.
Edit the desired fields.
Select Save.
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