Background:
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Update the ticket subject to “Payoff Quote - [customer name]”
Update the request type to ‘Billing and Payments’
Update the ‘Request Participants’ field to: DL-EverBright-Pricing_Analytics@nexteraenergy.com and Laura Miller.Miller@nexteraenergy.com
Send for approval:
Take a screenshot of Payoff quote and attach it to the Jira ticket
Select ‘reply to customer’ and send the following note to the pricing department:
“++Pricing and Laura Miller for approval
Hello,
Account Services is seeking approval for the attached pay-off quote. Please review and reply all with approval or denial of the payoff quote”
Once pricing approves the pay-off amount, support will reply to Account Services and the ticket can be closed
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