Articles

• Providing active gas accounts for New York

  Overview You request Aurea to provide active gas accounts for the New York region. You want the report to include the criteria Account #, Account Name, Utility, Rate/Product name, Rate/Product expirat...

• Providing PA completed enrollments for a date range

  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 ty...

• Get Customer Count & Revenue Per Product For Specified Period

  Overview You may need the customer count and revenue earned per product for audit or accounting purposes and this article mentions the method to get that report.   Solution Create a support ticket men...

• How to Get List Of Active Customers With Positive Balance Age & Negative Due Balance For A State

  Overview You may need a list of active customer accounts for a particular state with positive balance age (AccountsReceivable.BalAge) and negative due balance (AccountsReceivable.BalDue) with addresse...

• How To Find For Whom Contract Renewal Letters Were Sent or Not Sent From List of Customers

  Overview You may want to know, from a list of customers and a date since when contract renewal letters should have been sent, for whom the letters were sent and the other for whom the letters were not...

• Calculating Invoice Adjustments for a Customer After Re-Rating the Account

  Overview You may want to re-calculate adjustments to the invoice amounts of a customer for a certain period in the past, with different rates than were actually applied. This might be for customers wh...