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Updating monthly fee for an account

Upasana Mukherjee
  • Updated

Overview

You want to update the service fee or monthly fee or monthly service charge for your customer to a specific amount. 

Solution

The monthly fee is also referred to as the monthly service charge or the monthly customer charge. It is included in a customer's invoice every month. If you wish to modify this value for a customer, create a support ticket indicating you wish to update the monthly fee with the following information:

  1. Customer account number.
  2. New monthly fee (amount).

<supportagent>

Note: The client Stream Energy can use the terms  "Service fee", "Monthly Fee" and "Monthly Service Charge" interchangeably in a ticket.

Prerequisites:

Steps

1. Fetch the rateID for a given account using the query below.
Replace the parameter custNo with the given account number.

select rateID from customer where custNo='4001648541'

2. Run the query below to get the most recent RateDetID corresponding to the account.

Replace the parameter r.rateID with the rateID found from the query result in the previous step (1).
The parameter RateDescID should always have the value 5000 to filter the entries with the rate description as "Monthly Service Charge".
The query result is likely to return several rows. The ordering ensures that the result returns the most recent RateDetID as the first row. Also, the maximum value of the RateDetID is the most recent entry in the table. Pick the RateDetID with the max value.

select r.RateAmt, r.RateDetID, r.createDate 
from RateDetail r 
where r.rateID=671041 
and RateDescID=5000
order by r.createDate desc;

3. Run the query below to update the monthly fee to the given value.
Replace the parameter RateAmt with the provided amount/monthly fee.

Replace the parameter RateDetID with the RateDetID value found from the query results in the previous step (2).

update rateDetail 
set RateAmt='5.95' 
where RateDetID=3389781;

</supportagent>

Testing

CIS Support will inform you when your request has been completed and the monthly fee for the specified account has been updated.