Overview

You need to transition one or multiple accounts to new products.

<supportagent>

Prerequisites

• Access to the Jump server
• Access to the client database

</supportagent>

Solution

Transitioning accounts to a different product is not a process that can be completed in the CSR portal. This change needs to be performed in the database. To request one or multiple accounts to be transitioned to a new product, create a support ticket requesting the transition and including the following details:

• Account Number.
• Product Name.
• Date in which transition needs to take place.
• End date.

<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. Get the customer ID using the account number provided by the client. 
   

   use <client-specific schema>
   
   select CustID 
   from Customer 
   where CustNo='<account number>'

5. Get the productID using the product name provided by the client: 
   

   use <client-specific schema> 
       
   select ProductID
   from Product
   where productCode = '<Offer Product/Product Name>'

6. Log into QAT and run query QAT ID 1370 with the following parameters:
   
   • CustId: Acquired in step 4.
   • ProductId: Acquired in step 5.
   • SwitchDate: Provided by the client.
   • EndDate: Provided by the client.
7. If the account is a rate-ready account, submit the rate change to the utility.

</supportagent>

Testing

You will be notified by CIS Support once the accounts have transitioned to the specified product.