These instructions may be useful when a resident changes for a particular property/meter, and you want the new water/sewer charges to be billed to the new owner.


First, you will need to inactivate the old customer

  1. go to Water Table
  2. filter the Constituent name column on the old owner
  3. select the record, right-click, select View Water Master
  4. change Meter Status to Off (towards bottom of the screen)
  5. Save
  6. click Meter Master View button (towards bottom of the screen)
  7. select the Serial Number, then Copy (this number will be used later)
  8. put "prior" at the end of the serial number
  9. Save
  10. close the browser tab (this will take you back to the Water Master)
  11. close this browser tab (this will take you back to the Water Table)


In the Water table, click Add (top-right)


Constituent: 

  1. click the magnifying glass to search for the new owner. If the owner doesn't exist in the system, click Create New, then fill out the required fields


Real Estate: 

  1. populate the Map ID (search by Meter Address)
  2. check the boxes for desired service (Water, Sewer, etc)


Water: 

  1. Rev Class: set this to the desired Class (this defaults to the most common Meter Type, and may need to be changed to residential or commercial)
  2. Meter: click Create New, then paste the Serial Number that you copied from Step 7 when you inactivated the old customer. Then select Meter Type from the dropdown (this should match your Rev Class)
  3. Resident ID: this is the 2nd, 3rd, etc resident at this location. This number is a part of the new Account Number (this isn't required)
  4. Customer Type: Residential, Commercial, Industrial
  5. Meter Status: A = Active, or I = Inactive (AV Fee)
  6. Read Date: this is the date the new owner moved in
  7. Current Reading: this is the reading as of the date the new owner moved in
  8. Previous Reading: make this the same as the Current Reading
  9. click Add


You are now ready to import readings for the next month.