Pipp/ Choice
Provides a payment arrangement to help customers pay their utility bills based on a percentage of their household income.
What is PIPP
Payment History WC has how many SubWork Centers: Name them.
What is Banking info, Payment History, Real Time Payment, Batch Payment. (4) SubWork Centers
This can be set to prevent further collection activity in CSM, they can only be set at the CA level?
What is Dunning Lock
In what work center can you view information about debits, credits, reversals, assistance pledges, and invoicing information?
What is Account Details Work Center
What is it called that allows customers to pay approximately the same amount monthly by leveling out high/low seasonal bills. To qualify for these programs, customers are validated against certain eligibility criteria.
What is Budget Billing Plan
There are 3 types of PIPP name all 3...
You would look here first when looking for a payment?
What is Payment History
Name 3 common reasons to set Dunning Locks
Total open balance for the account. e.g. If the customer is on an Installment Plan or BBP, all installments will be included here?
What is Open Amount
When customers with the opportunity to divide their debt into installments that are paid over a specific period of time
What is Installment Plans
There are 3 enrollment status' name them
If the customer’s payment was made through Kubra or FirsTech, we can find it in the?
What is Real Time Payment sub-work center
Dates will be populated automatically by the system as explained in the Dunning Locks Scenarios table. CSM Agents cannot change them. When something needs changed what needs completed?
What is BPEM
Amount which the customer needs to pay, and the due date is past due (Overdue Amounts).
What is Amount Due
When BBP is on the account how often if the amount of BBP adjusted?
What is Adjusted Quarterly
If you are on this ____ you cannot also have ___?
(fill in the blank)
What is PIPP and Choice
If a payment was not made through Kubra/Firstech, you can search for it using
What is Batch Payment sub-work center
How often can you waive an LPC per CA?
What is once per running year.
What is the amount which the customer needs to pay by the next due date.
What is Open and Payable
Name all Installment plans available
What is WHP, 1/6, 1/9, itemized
In what WorkCenter can you RET to STO?
Do you need to send an email to rescind?
What is Electric Choice---What is Done in SAP
A customer requests to transfer a credit from one of their Contract Accounts to another.
What is Debit/Credit Transfer
What is the navigation process to place a LPC waiver End Date on an CA?
What is Identification WC, CA acct# (click) on the Contract Account it will be Located under Dunning you can set the LPC Waiver End Date
When you provide information about financial transactions and record accounting data this is called?
What is General Ledger Accounts or G/L accounts
Name 5 common criteria for Account Balance Installment Plans Eligibility Criteria.
What is :
Residential customers.
Must have at least one active Contract.
No uncleared fraud charges or fraud blocks on account.
No uncleared returned payments.
Not enrolled in PIPP, AutoPay via KUBRA or Direct Debit.
None of the active Contracts can currently be disconnected for non-payment.
To rewrite an existing Installment Plan, the active Installment Plan must be cancelled first.
No active Installment Plans.
Accounts cannot have any Contract actively enrolled in Budget Billing Plan.