Overview

You want to apply a credit of a particular amount to one or more customer accounts.

Solution

• Apply credit to a single customer account
• Apply credit to multiple customer accounts in bulk

Apply credit to a single customer account

Below are the steps to apply the credit for one customer account:

1. Login to your CSR site.
2. Search for the customer using their account number using the top search bar
3. Go to Activity > Adjustments. This will open a new tab.
4. Add the appropriate values for the various fields and click Add Adjustment:

This entry can be seen by searching for the customer and going to the AR / Billing tab.

Apply credit to multiple customer accounts in bulk

If you want to apply credit for multiple customers in bulk, then open a Support ticket with the list of customer numbers and the below information:

1. Adjustment Type
2. Adjustment Reason
3. Credit Amount
4. Referenced Invoice
5. Check Number
6. Description (i.e., reason for credit)

The first 3 fields are mandatory. The different available values for the first 2 fields can be found by following the first 3 steps from the previous section. If any of the remaining fields are not applicable, then mention that in the Support ticket.

<supportagent>

Get the customer IDs of the customers specified by the client and the Adjustment Type ID:

1. Login to the Jump server 10.185.40.141.
2. Open Microsoft SSMS and connect to aes.cons.com.
3. Select New Query in the top bar.
4. Get the customer IDs:

use <client specific database>;
select custID from Customer where CustNo IN ('<customer number 1', 'customer number 2', ...);

Copy the customer IDs into an Excel sheet and save them.

1. Get the ID for the Adjustment Type specified by the client:

use <client specific database>;
select ARAdjTypeID from ARAdjustmentType where Description = '<client provided Adjustment Type>';

Perform the bulk update:

1. Login to QAT.
2. Click Query Management.
3. Enter 883 in the Id field.
4. Click Search.
5. Scroll to the bottom of the page and create a CSV file using the column names as mentioned. The previously saved customer IDs will be used here:

1. Run the query.

</supportagent>