Revenue class
Locations need the ability to change between revenue classes without impacting prior or future customers at that location. If a house (Residential) is bought & turned into a restaurant (Commercial), the change to Commercial makes all customers who have been there Commercial.
Phillip Allison
shared this idea
This request would require a major overhaul of how the software currently operates. Due to this fact, in addition to the number of votes, we are declining this request. As a workaround, we would suggest creating a new location with the different revenue class instead of changing the revenue class. That way the historical information would remain accurate. Another option is tracking by rate code versus Revenue Class. Rate codes are historically tracked on all financial and consumption records.
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Phillip Allison
commented
This is a home builder; while the service is in their name, they were Small Commercial and taxed. When the homeowner moves in, changing the Revenue Class to Residential and the Rate to a Residential rate also changes any previous accounts at the location to Residential. This distorts reporting as this customer is now Residential and taxed, which throws up a red flag.
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Phillip Allison
commented
Service rate too!
