HOW TO - Create A New District

Modified on Mon, 23 Sep 2013 15:42 by hmontgomery — Categorized as: Address Book, Water and Wastewater Services

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General Description

Default Menu Location Maintain --> Address Book --> Organizations

Function A district will be created using the organization screen

Steps

1. Name the district (depending on internal process, the Org and Address may be the same for Districts)

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2. Assign BillTo, ShipTo, and District Attributes (filling in each screen with any appropriate details)

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3. If tapping, you will also need to set up the builder tap fees. This process is covered in the following video: HOW TO - Set up Builder Tap Fees

4. The user will also need to set up a new contract for the district.