Overview

 You request Aurea to provide a list of completed enrollments for the PA region for a specific date range with the following details:
Account number, customer name, premise type, commodity type, and account status

Solution

Please raise a support ticket with us specifying the details that you are looking to get (if different from the mentioned criteria). We will share the requested information with you.

<supportagent>

Prerequisites:

• Access to the Client database

Steps:

1. Run the select query below to get the information.
   Replace the parameter CreateDate with the given date range.
   Among the requested details, since PremiseType is similar to CommodityType, only PremiseType is included in the query result. The additional information CustomerType is included for clarity.
   

   select distinct
   ecp.CustomerAccountNumber [AccountNumber], 
   ec.CustName [CustomerName],
   ct2.Description [CustomerType], 
   ecp.premtype [PremiseType],
   ps.Status [AccountStatus]
   from enrollcustomer ec
   join EnrollCustomerPremise ECP on ecp.enrollcustid  = ec.enrollcustid
   Join customertype ct on ct.custtype = ec.custtype
   Join customertype ct2 on ct2.customertypeid = ct.category
   join enrollstatus es on ec.EnrollStatusID = es.EnrollStatusID
   join premise p on p.premno = ecp.esiID
   join premisestatus ps on p.statusID = ps.premisestatusID
   where ecp.state = 'PA' 
   and ec.CreateDate between '01/01/2021' and '04/01/2021'
   order by ecp.CustomerAccountNumber

2. Share the query result with the client.

</supportagent>