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Switch Customers to Previous Rate Classes

Overview

A customer(s) may have inadvertently been moved to a rate class from where they need to be rolled back to the previous one.

 

Solution

Provide the customer's account numbers for whom the active rate classes have to be deleted and rolled back to the previous rate class.

<supportagent>

  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. Select the client-specific database and perform the following steps for each account number.
  5. Find the CustID from the Customer table for an account number, like this
    select CustID, * from Customer where CustNo='<client provided account number>'
  6. Find the most recent RateTransition applied to the account like this
    select RateTransitionID, * from RateTransition where CustID=<obtained from Step 5> order by RateTransitionID desc
    Also, check if the RateTransition right after the most recent one is a valid one and has a SwitchDate in the past and an EndDate in the future or else the customer will have no rate attached to their account after the most recent RateTransition is deleted.
  7. Find the corresponding row in RateDetail with the above RateTransitionID like this
    select * from RateDetail where RateTransitionID=<obtained from Step 6>
  8. If the next RateTransition row has valid dates, then delete the target row in RateDetailRateTransitionwith
    delete from RateDetail where RateTransitionID=<obtained from Step 6>
    delete from RateTransition where RateTransitionID=<obtained from Step 6>    
  9. If the RateTransition table doesn't have valid dates, then highlight this to the client by sharing the date range of the next RateTransition row and ask for the date range to be used for the next RateTransition.

</supportagent>

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  1. Priyanka Bhotika

  2. Posted

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