Overview

You want the credits and adjustments for GA and North East Markets for a particular month as per a specific set of requirements. Your requirements may include Customer account #, Customer Name, LDC number, Utility name, Bill Type, Credit/Adjustment amount, the month of credit.

Solution

Please raise a support ticket with us (if not already done) specifying the date range or month (and year) and the exact set of requirements for which you want the credits and adjustments.

<supportagent>

Prerequisites:

• Access to the Client database

Steps:

1. Run the query below to fetch the requested information.
   Adjust the dates for the parameter ARAdjDate according to the month (and year) or date range provided by the client.
   The alias UAN is the requested LDC Account Number. The alias LDC Name is the requested Utility Name.
   

   Select Distinct 
   Custno [Customer Account Number],
   CustName [Customer Name],
   Premno [UAN],
   LDCShortName [LDC Name],
   ARAdjAmt [Adjustment Amount],
   ARAdjDate,
   BT.Description [Bill Type]
   From ARAdjustment AR
   Join Customer C on C.custid=AR.custid
   Join Premise P on P.custid=c.custid
   Join LDC L on L.LDCID=P.TDSP
   Join CustomerAdditionalinfo Cai on Cai.custid=C.custid
   Join Billingtype Bt on Bt.billingtypeid=Cai.billingtypeid
   join address a on a.addrid = p.addrid
   Where 1=1
   and a.state = 'GA'
   --and a.state <> 'GA' --To get the NorthEast/non-GA accounts.
   --Note: Can run the query with "<> 'GA'" parameters separately as per client requirements
   And Convert(Date, ARAdjDate) Between '2021-04-01' and '2021-04-30'
   Order by ARAdjDate

2. Share the query result with the client.

</supportagent>