Sending a Future Dated Drop Transaction

Learn how to send a future dated drop transaction from the CSR site.

To send a drop from the CSR site, do the following:

1. For a customer account, go to the Utility Accounts (ESI / LDC) tab.
2. Click on the Create Market transaction icon ).

   
   
   

3. On the Step 1: Select Transaction page, if the account is for a Texas customer, then choose the Move-out Request (814_24) radio button, else if the account is for a non-Texas customer choose Drop transaction (814_D) radio button.
4. Click .

   
   
   

5. On the Transaction: Move-Out Request page (Transaction: Create Drop page for non Texas customers), if the transaction needs to be future dated, select the checkbox Future Date Transaction.
6. Click .