You want the specific start date and end date a fixed rate plan or variable rate plan was assigned to a specific customer.
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.
- 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>'
- Share the query results with the customer in excel format.
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.