Overview

You want to transfer the transactions from one account to another.

Perhaps, you have an account that appears to have a credit balance, however, the LDC # is listed on multiple accounts in ISTA. You need the transactions moved to one account for each commodity.

Solution

Please create a support ticket specifying the source account number (where the transactions are to be transferred from) and the target account number (where the transactions are to be transferred) per commodity (if applicable).

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Prerequisites

• Access to the ISTA admin site

• Access to the client database

• Access to the client-specific CSR site 

Steps

The client may provide source and target account number per commodity (Gas, Electric). For example, accounts 3000130411 and 3001511738 (target) for Elec, accounts 3001511739 and 3001517072 (target) for Gas.  
If a commodity is not specified by the client, both source and target accounts are likely to belong to the same commodity. In case of any ambiguity, reach out to the client for clarification.

Transfer transaction

Locate the Premise number in the database

1. Access the client database of the customer who opened the request
2. Look up the CustId of the source account number that was supplied in the request:
   Select CustId from Customer where CustNo = '##';
   (Note that the account number [CustNo] is a string - use ' ')
3. Look up the Premise number for the customer ID:
   Select PremNo from Premise where CustId=##;
4. Copy the PremNo to use it below.

Move the transactions in the admin portal

Log in to the ISTA admin portal., and go to Tools > Premise Administration.

1. On the top-right corner of the page, select the client.
2. Copy the PremNo from above into the search box named Premise No, click List, then hit Enter.
   The Premise List should show the customer accounts corresponding to the requested source/target.
   Transactions can only be moved between the listed premises under the same PremNo.
3. Click the 'Show All' button to list out all the transactions for the customer.
4. Select the transactions that need to be moved using the checkbox beside the transactions.
5. Select the correct Premid in the Prem ID drop-down.
6. Click Set.

Transfer consumption

It is required to check if there is any unbilled consumption on the source account when there is a request for moving transactions between accounts.

Steps:

Looking up consumption 

1. Log in to the client-specific CSR site.
   Search for the source account using the given account number.
2. Navigate to the Utility Accounts tab. Note the displayed Service Period under the section Service Details.
3. Click on the View Transaction History icon.
4. Search for 867 transactions by choosing the date filters and Type as follows:
   Date From - Enter the start date noted in the date range for Service Period.
   Date To - Enter the client request date
   Type - 867
   Click on the Search button.
5. In the resultant information, note the values for the column Transaction #.
   Click on each transaction (icon magnifying glass) to expand the transaction details.
   In the details, check if a transaction is processed or not by looking up the column Process Date for a date value.
   If there is a value, it is processed. If there is no value, consider the transaction to be unprocessed.

•  If found as unprocessed, move the 867 transactions to the target account as per the steps listed above under the section 'Transfer transaction'.
•  If found as processed, the next step is to check if any unbilled consumption exists on the source account. This unbilled consumption needs to be mapped to the target customer account so it can get billed. Follow the steps under the sections Identifying unbilled consumption and Mapping consumption to the target account.
  
  

 Identifying unbilled consumption 

1. In CSR, navigate to Activity -> View Market Data from the menu.
2. On the resultant screen, enter the source account for the customer number, click on Search.
3. In the displayed information, in the grid for Consumption Information, click on the button All to get all the consumption.
4. In the resultant data, check if the Invoice column has a value or is empty for each listed consumption. 

• If there is a value (indicates the invoice number), it is a billed consumption. No further step needs to be taken and the client's request is fulfilled. 
• If found as empty, it denotes the consumption is unbilled.
  Note the Date From, Date To, meter number, ESI ID values for the unbilled consumption.

5. This step is applicable only if unbilled consumption is found.
Run the select query below and note the consumption id consid.
Replace the parameters datefrom, dateto, meterno, premno with the fetched values for Date From, Date To, meter number, ESI ID in the previous step.

Select co.consid, c.custno, c.custid, p.premno,
p.premid, m.meterno, co.*
from Customer c
join Premise p on p.CustID = c.CustID
join Meter m on m.PremID = p.PremID
join Consumption co on co.meterid = m.meterid
where  co.datefrom='2019-02-13 00:00:00.000' and
co.dateto='2019-03-15 00:00:00.000' and
m.meterno='60934276' and
p.premno='6665113240'

Mapping consumption to target account

This section is applicable only if unbilled consumption is found.

• Run the select query below to get the meterid for the target account.
  Replace the parameter custno with the customer account number of the target account.

select premid
from premise 
where custid = (select custid from customer where custno = '12345' )

• Run the select query below.
  Replace the parameter premid with the fetched premid above.
  In case multiple rows are returned (indicating multiple meters linked to the same premise), choose the open/active meter by checking the columns DateFrom, DateTo corresponding to the consumption date period (DateFrom, DateTo in step 4 under the section 'Identifying unbilled consumption').
  If the DateTo column has the value NULL, it would indicate an open meter with no expiry date listed for the meter.
  Note the meterid.

Select meterid 
from meter 
where premid = 34567

• Next, update consumption using the query below.
  Replace the parameters meterid and consid with the meterid of the target account and consumption id fetched above. 

Update consumption
Set meterid = 67897
Where consid = 32710882

Testing

Once the transactions have been moved, you can verify on the CSR site:

1. Enter the customer number on the search box:
   
   
   
2. Go to the Utility Accounts (ESI/LDC) tab.
3. Click View Transaction History.
   
   
   
4. Adjust the dates if needed, and click Search to see the transactions.
   
   
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