Future Bill or Start Date Information-1559

Introduction

• Use when a customer requests to start or to stop a service on a future date

• Future Start Date cannot be more than 60 days out

Resolution Steps

When Services are Pending and the Future Start Date is Today

• Do not wait for nightly processing to complete and check-in the work order
  
  
  1. Change Existing work order
  
  
  1. Enter twice thru Order Summary [OS] to reach work order check-in
  
  
  1. Complete the work order, this will turn on the requested service

Creatimg a Work Order with a Future Bill Date

1. Finish placing your order on the Order Entry [ES] screen as usual and edit the Sales Date field to reflect the requested
   
   Example: 
   today is 10/12/23 but the customer wants the service added or removed on 11/10/23, enter 11/10/23 in the 
   Sales Date
    field
2. Continue processing the work order as you normally would and on the [SW] screen and schedule the order as Office Only

1. At the Work Order Check-in Screen:
    
   • Select the Future Bill button and enter Installer ID number
   
   
   • Verify the Start Bill Date field reflects the bill date entered earlier on the [ES] screen
   
   
   • Enter to save the Future Bill date work order
2. Confirm that the order status is listed as Future Start
   
   
   • In BOLT go to the Work Order tab and click on the magnifying glass next to the Work Order
   
   
   • Look for the date in the Start/Stop Bill date area on the right-hand side
   
   
   • In ICOMS go to the Work Order Scheduling [WO] screen and highlight the Future Start work order
   
   
   • Click Select, then click View 2 on the left
   
   
   • Look for the date in the Start Bill Date field on left-hand side

Making Changes on Account with a Future Bill Date

1. Screen shot or write down the detail of the pending future bill work order

1. Cancel the pending future bill date work order

1. Create a newly requested work order
    
   • If the new work order is an Office Only, complete the new work order
2. Re-enter the Future Bill date work order