Post Sale Scenarios

CREDIT FAILED
Business credit did not pass/ personal credit did not pass- This is common with APGE, Cirro, Green Mountain

INCORRECT ACCOUNT NUMBER
Mistyping the account number

ACCOUNT NOT ACTIVE
The account number was terminated, and the customer was assigned a new account number. We
will need to obtain the correct account number and inform the supplier.

SUBMITTED TO SUPPLIER
Contract and deal info has been sent to the supplier, awaiting a confirmation

ACCEPTED BY SUPPLIER
The golden ticket to the sale being completed. The supplier has accepted the agreements in the
contract.

MISSING BILL COPY
Missing the actual bill copy or not a clean bill (ie. too old or past due balance)ejected by Supplier - Supplier rejected for a certain reason. See notes for reason.

TPV FAILED
TPV did not pass for not matching customer/ contract information

CONTRACT EXPIRED
Contract date expired

REJECTED/POOR LOAD FACTOR
Customers load factor does not meet the suppliers load factor minimum

DROPPED OTHER
Customer dropped, possible move or non-payment or requested cancel

NOT FIRST IN
Not the first one with a signed contract submitted to the utility on this account

ACCOUNT REINSTATEMENT
Customer agrees to get back on their contract with supplier after its dropped.

ACCOUNT BLOCKED
Account is Blocked per the Utility, meaning the customer put a block on the account and no action can be taken on this account until the block is remove

MISSING SIGNATURE
Need’s clients signature

MISSING CONTRACT DATA
Missing something on the contract, maybe customer info or term agreements

PENDING TPV REVIEW
TPV is on file but needs to be reviewed by team

INCORRECT TAX ID
Incorrect tax ID number

INCORRECT BILL COPY
Account numbers do not match on the contract to the bill

INCORRECT TPV
Maybe the wrong TPV for the file/ TPV info did not match to the contract

REJECTED
Not Accepted- the supplier may not have stated why, we ask for more details