Close an Account on Specific Date

  1. View the Account.
  2. In the Status box, set End Date to the specific date plus one so the customer will get service through the specific date. Overnight batch processing will then suspend the Account.
  3. Set the Reason to Expired.
    If the Reason is Customer Request, then the Account is Suspended only and remains that way until manual intervention. Customer Request allows for customers such as snowbirds who schedule in advance of leaving town for months.
  4. The Account will automatically close based on the Days to Wait Before Closing on the Account Profile.
    There is a delay because many times a customer gets suspended and change their mind. The delay saves on have to rebuild the Services if Provisioning is involved.