Energy Provider - Details

Use this process to enter the energy provider providing services requested by the customer.

Process Steps:

The Energy Provider - Details page displays.

1. In the Dates section:

• • Enter the Effective Begin Date (required).
  • Enter the Reported On (required).
  • Enter the date the verification was received in the Verification Received On field (required).
  • Enter the End Date.
  • Enter the date the actual change occurred in the Date Change Occurred field (required)

2. In the Billing Information section:

• • Select the appropriate option from the Name of the person in the household on the bill dropdown menu.
  • Enter the First Name.
  • Enter the Middle Name.
  • Enter the Last Name.
  • Enter the Account number on the bill.
  • Enter the Actual Bill Amount.

3. In the Vendor Details section:

• • Select an option from the Utility bill automatically withdrawn from account or debit / credit payment made monthly dropdown menu.
  • Select an option from the Direct Pay Reason dropdown menu.
  • Click the magnifying glass next to the Vendor Field to search for existing Vendors known to the VaCMS.
  • • Enter search criteria.
    • Click Search.
    • Select the radio button next to Vendor you wish to use.
    • Click Submit.
  • The Vendor’s information displays.

4. Click Save + Continue.

Results of the Procedure:

The energy Provider-Details are recorded.

Updated 10/03/2016