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.
go to Water Table
filter on the old owner
go to Water Master
change Meter Status to Off (towards bottom of the screen)
Save
click Meter Master View button (towards bottom of the screen)
select the Serial Number, then Copy (this number will be used later)
put "prior" at the end of the serial number
Save
close the tab (this will take you back to the Water Master)
close this tab (this will take you back to the Water Table)
in the Water table, click Add
Constituent:
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:
populate the Map ID, then check the boxes for desired service
Water:
Rev Class: set this to the desired Class (this defaults to the most common Meter Type, and may need to be changed)
Meter: click Create New, then paste the Serial Number that you copied in an earlier step
select Meter Type from the dropdown (this should match your Rev Class)
Resident ID: this is the 2nd, 3rd, etc resident at this location. This number is a part of the new Account Number
Customer Type: Residential, Commercial, Industrial
Meter Status: A = Active, or I = Inactive (AV Fee)
Read Date: this is the date the new owner moved in
Current Reading: this is the reading as of the date the new owner moved in
Previous Reading: make this the same as the Current Reading
click Add
You are now ready to import readings for the next month.