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Removing a contract and installation from a premise w/no trace history.

Former Member
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A garbage contract & installation needs to be deleted from the account.    Deleting 2 years of invoices and then having to rebill for storm water, water and sewer would cause reconciliation issues because these invoices are from prior years.

Customer should never have had a garbage installation moved in.  How can this be done without (reversing 2 years of invoicing) without affecting revenue distribution? 

I had suggested just moving out garbage, note the account and issue the customer a manual bill.  Then someone stated that when you perform a move in on an address, ALL available installations associated with the premise come up whether the previous account’s installations are active or otherwise (closed and/or moved out)....Is this true?

1 ACCEPTED SOLUTION

william_eastman
Advisor
Advisor
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Camille:

You cannot undo this if billing and contracts exist.  reversal of all transactions is the only 'undo' method.

As to the follow-up issue, the installation can be excluded if you end the contract as move-out without move-in (normally used for demolition situation).  You can also implement enhancements in the new contract process to exclude certain installations from being processed.

regards,

bill.

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2 REPLIES 2

william_eastman
Advisor
Advisor
0 Kudos

Camille:

You cannot undo this if billing and contracts exist.  reversal of all transactions is the only 'undo' method.

As to the follow-up issue, the installation can be excluded if you end the contract as move-out without move-in (normally used for demolition situation).  You can also implement enhancements in the new contract process to exclude certain installations from being processed.

regards,

bill.

0 Kudos

Thanks for your help William.  I will implement option2 because the premise is not a demolition but we do want to move out that garbage installation for the current customer.  Now what type of enhancement/configuration needs to be done to prevent a garbage installation from being moved in for future tenants?  Would a flag for a deletion on the installation work?  Would the enhancement be on the contract account # or the contract #?