UB> Account Search

Account Search Window

 

Summary

 

The Account Search window (UB> Account Search) is used to open, create or final a Utility Billing module customer account. The window will display all customer records with a UB module account as well as all of the UB customer accounts associated with each customer record. Enter information into the search criteria fields and click the Search button to filter the customers that display in the window. The customer records that are attached to a UB module account and that match the search criteria will load in the window. Highlight a UB customer account and click the Edit button to open the account in the Account Maintenance window.

 

Click here for information on the Account Maintenance window.

 

You can modify the lot and customer record information associated with a UB customer account using the Account Maintenance window and the changes will update to the entire database. You can also modify a customer record using the Customer window (SS> Maintenance> Customer) or the Lot window (SS> Maintenance> Lot). Changes to the Customer or Lot window will update all UB customer accounts attached to the customer record or the lot.

 

Click here for information on the Customer window.

Click here for information on the Lot window.

 

Highlight a UB account and click the Final the Current Account Button to final the selected account. This will launch the Final Account Wizard and calculate the final billing on the UB customer account.

 

Click here for information on the Final Account Wizard.

 

Click the Excel Export button if you would like to create an MS Excel spreadsheet of the information that displays in the window. Click the CVS Export button to export the data to a .cvs file.

 

Click here for information on working with Cirrus Data Grids.

 

Step by Step

 

1     Open the Account Search window (UB> Account Search).

 

2     Filter the displayed accounts. 

 

  • Enter information in the search criteria fields and click the Search button to filter the customer accounts that display in the window.
    • Each tab displays a different set of search criteria fields. Click the Advanced Search button to expand the search criteria and display additional search fields.
    • For example, the Driver's License field on the Customer tab is used to filter the customer records that display in the window by a drivers’ license number. A drivers’ license number is attached to a UB customer account using the Account Maintenance window (UB> Maintenance> Account> People tab> Customer sub-tab> Driver's License Number field).
  • The Account Search window allows you to launch the Final Account Wizard and modify existing UB customer accounts.
  • Highlight a customer account and click FINAL CURRENT ACCOUNT to launch the Final Account Wizard. The Final Account Wizard is used final a Utility billing customer account. 
  • Highlight a UB customer account and click EDIT to open the selected customer account.
    • If account details are edited via drill-down to another maintenance screen, the user will need to click REFRESH after saving the edit in order for the edit to display in the data grid.
  • Click CREATE ACCOUNT to close the search window and open the Account Maintenance window. Click here for information on UB Account Maintenance.