Page Comparison

Overview

This screen allows you to add, edit and delete the package statuses that you 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 configured by default 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).

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This section displays where the selected package status is used in the system. By 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.

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Guides

Adding an Account Package Status

1. Under the Account Package Status Types heading on the left click the  icon

2. Under the Add Account Package Status Type heading on the right specify the package status details

3. Click Save

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Editing an Account Package Status

1. Under the Account Package Status Types heading on the left click the package status in the list that you wish to edit

2. Under the Edit Account Package Status Type heading on the right modify the package status details

3. Click Save to save your changes

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Deleting an Account Package Status

1. Under the Account Package Status Types heading on the left select the package status you wish to delete

2. Under the same Account Package Status Type heading on the left click the  icon

3. On the confirmation dialog that appears select Yes