Page Comparison

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This screen allows you to add, edit and delete the package statuses that you will can set on account-packages. You can create as many statuses as you require (pre-active, active, suspended, etc.). The package statuses you create can be configured to be billable or non-billable, meaning recurring charges related to an account-package can be disabled or enabled based on the status that the account-package is set to. Statuses can also be set with the 'Prevent Changes' option, preventing account-packages from being modified while the account-package remains in the given status. A Canceled package status is present configured by default . An in the system, any account-package switched to the Canceled status is permanently canceled and cannot be switched back to any other status.

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The information in this panel reflects the currently selected status. From here you can change status 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).

Edit Account Package Status Type Fields and Options:

• Name: a friendly unique name that describes the package status. This is the value that system users will see when changing an account's package status, e.g. Active, Suspended, Canceled

• Prevent Changes: prevents account-package settings from being altered when an account-package is in a status configured with this option. The only setting that can be altered while an account-package is in an unchangeable status is the 'Status' field on the account-package. Account-packages that are in un-editable states may still be billable

• Status: allows you to define the package status as a billable or non-billable status

  • Billable: If an account-package is in a billable state then recurring charges related to the account-services within the account-package will be applied as normal, provided the account-services are not set to a non-billable service status

  • Non-Billable: An account-package set to a non-billable status will prevent recurring account-service charges from being applied. All other charges will still apply, such as one-time or transition charges that are configured on the package frequency
    Canceled: this is a non-billable status that is configured by default on the 'Canceled' account package status and cannot be configured on any user defined account package status. Account-packages in a canceled status cannot transition back to any other status. E.g. you cannot change a canceled package back to an active status, 'Canceled' is a permanent state

References tab

This section indicates displays where the selected package status is used in use within the system. A Filter References field is present which allows you to filter down to the references that you wish to seeBy default, the reference data is displayed in a summary format to indicate where the status is in use, however the Entity drop down field can be used to view the exact system entities that the package status is configured on.