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Account Status Types are configured in Setup / Users & Accounts / Accounts / Status Types |
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The information in this panel reflects the currently selected account status type. From here you can change account status type details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).
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Name: a unique name for the status (e.g. Active, Suspended, Canceled)
Default: sets the status type as the default account status (automatically selected option) when creating a new account
Status: the base system status, detailed below:
Billable: permits recurring service charges to be applied to the account while the account is in the status. A service in a particular package on the account can have its own status set to a non-billable state if you need to prevent recurring billing for particular services but not the entire account
Canceled: canceled is a non-billable status that is permanent. Accounts set to a canceled status cannot transition back to any other status (e.g. back to an active status)
Non-Billable: prevents recurring service charges from being applied to the account while the account is in the status. All other charges are still applicable, such as one-time charges and transition charges
Prevent Changes: prevents account settings from being altered when an account is the status. The only setting that can be altered while an account is in a an unchangeable status is the 'Account Status' setting on the account
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This section displays where the selected account status type is used in the system. By default, the reference data is displayed in a summary format to indicate where the account status type is in use, however the Entity drop down field can be used to view the exact system objects that the account status type is configured on.