Overview

You want the specific start date and end date a fixed rate plan or variable rate plan was assigned to a specific customer.

Solution

To acquire the start and end dates of all rate plans assigned to a customer for a specific date range, open a support request mentioning:

• The customer's account number.
• The date range you are interested in.

This report will be generated by CIS support.

<supportagent>

1. Run the query below:
   

   select rb.RateDescription, ra.Description , p.ProductCode, rd.RateAmt,
   rd.EffectiveDate, rd.ExpirationDate, rd.CreateDate
       from Customer c
       join RateTransition rt on rt.CustID = c.CustID
       join RateDetail rd on rd.RateTransitionID = rt.RateTransitionID
       join RateType ra on ra.RateTypeID = rd.RateTypeID
       join RateDescription rb on rb.RateDescID = rd.RateDescID
       join Product p on p.RateID = rt.RateID
       where 1=1
       and c.CustNo='<Account number provided>'
       and rd.EffectiveDate <= '<Date range start date>'
       and rd.ExpirationDate >= '<Date range end date>'

2. Share the query results with the customer in excel format. 

</supportagent>

Testing

An excel file with the requested information will be provided. Verify the rate plans provided correspond to the date range you have specified in your request.