Shortcut icon to find out the amount the budget starts at
What is Deposit Icon
100
Tow types of agreements offered in Long Island by reps
What is Negotiated Standard and Min Agreement
100
This is the path to change a rate (maintain billing determinants on a account)
What is Actions, Acct actions, Maintenance, maintain billing determinants
100
This Symbol is used to search as a wildcard
What is ?
200
use this button to quickly view the current rate on an account as well as to see if the customer is CASH only
What is Account details
200
This is the path to ADDa customer to Budget Billing
What is Object, account object, Select program, highlight budget billing, actions, Schedule Program request
200
This is the path to offer or view payment agreements in CSS
What is Actions, Acct actions, Collections, maintain payment agreement
200
A customer with a rate of Gas 140 res space heat would be enrolled on residential reduced rate if we changed the rate to this
What is 140R Residential Reduced rate space heat
200
A direct hit contains this word when seaching for customer accts
What is Number - Acct # - ph # - meter number
300
This is the path to add an account contact
What is Actions Acct actions add Acct contact
300
This is the short cut to VIEW budget history from the Bill account window ( When using it you need to Select the budget line from financial activity window) in order for it to highlight. 43025-58107
What is Budget bill Icon -
300
An agreement that is offered but the customer failed to sign it or make the down payment is none as this
What is REFUSED
300
A customer with a rate of Gas 120 res gen use would be enrolled on residential reduced rate if we changed the rate to this
What is 120R residential reduced rate gen use
300
What is the big three
What is Customer , premise , AND BILL ACCT
400
This is the path to add a customer contact
What is Contact Icon - Actions Add
400
The navigation path to view Budget billing info for a customer already on the budget program
What is Object, Acct object, Select Program, highlight budget bill, Actions - (view- Stop Maintain, View budget history and deferred balance)
400
A deferred payment agreement is offered for this time Frame
What is 10 months
400
A customer with a rate of Gas 137 res water heat Transp would be enrolled on residential reduced rate if we changed the rate to this
What is gas 137R Residential Reduced Water heat transp.
400
WHICH OF THE BIG THREE ARE THE BEST TO USE WHEN SPEAKING TO THE CUSTOMER
What is bILL ACCOUNT
500
This is the path to update a customers phone no# or mailing address from the bill account window
What is maintain bill account - Actions acct actions, Maintenance, maintain bill account
500
The budget is reviewed every _________ to determine if it should be raised or lowered before the settlement month
What is Every 3 months
500
A customer who is offered an agreement can go on Budget billing if they do this ?
What is Check the box on the agreement form. The rep will enroll once signed, received and down payment is made
500
In order to change the rate using maintain billing determinants (Acctions , Acct Actions,Maintenance, Maintain billing determinants) - you still need to do these steps to change to a NEW Rate
What is highlight row- click change and select new corresponding rate
500
You do this to only view/lookup ONLY long island accounts from the retrieval screen and the 5 letter code that confirms that you are working on a long island acct