Issuing A Termination Request

Topic:

Issuing A Termination Request

Learn how to issue a termination request from the system

Review the video together with the steps outlined below, then use the button provided to continue to the next topic.

To use this function you must have email functionality (SMTP) set up and a contact set up within suppliers for termination requests.

  1. Go to the Customer and open ‘Contracts and Tenders’
  2. Find the accepted contract you wish to update (usually in the registering or live tab)
  3. Under ‘Actions’ select ‘Go’ and ‘View Contract Details’
  4. On the left-hand side go to ‘Terminations’
  5. Tick the meters you wish to send a termination notification for.
  6. Click ‘Issue Termination’
  7. This will now have sent an email to your supplier’s termination team asking them to confirm successful termination for this meter.
  8. Update the status to ‘Issued’ and input the ‘Date Notification sent’ field then ‘save details’.