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Summary
Vacation Status represents a scheduled period during which Account or UserPackage User-Package activity is suspended. Vacation Vacation status can be used for Users who are relocating or for Seasonal Businesses.
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Before an Account can be set to Vacation Status, the Vacation Status must be created. Follow the steps below to create the 'Vacation' Account Status Type.
Click the Setup tab
Under the Accounts and Roles section select Account Status Types
Click the Add button
Enter a descriptive name for the User Status Type in the Name field, in this case Vacation
From the Status pick list select the appropriate option:
Active – the default setting – Accounts will be provisioned and billed when in this state
Canceled – will cancel the account and all packages associated with it. Accounts are not provisioned or billed when in this state
Suspended – will place the account in a suspended state. Packages and configuration options associated with the account will not be affected but rather suspended until manually changed. This is ideal in a VoIP implementation where an account is past due and you want to suspend service until the balance is updated. This will prevent the system from removing the account configuration from your Softswitch. Furthermore, accounts will still be provisioned but not billed when in this state
Image URL (optional): define the path to an image that will appear on Overview tab page of the User's account when this status set
Show in Account Status: check this option if you want to list accounts that are in vacation status under the Account Statistics section of the left sidebar
Click Save to save the account status type
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To permit a UserPackage to be set to Vacation Status, the Vacation Status must first be created. Follow the steps below to create the 'Vacation' UserPackage Status Type.
Click the Setup tab
Click UserPackage Status Types
Click the Add button
Enter a descriptive name for the UserPackage Status Type in the Name field, in this case Vacation
From the Status pick list select the appropriate option
Click Save to save the UserPackage Status Type
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Navigate to the User's Account
Select the Tools tab
Under the Account Settings section select Status
From the Status drop down menu, select Vacation
Click Save
Select Immediately With No Transaction and then click Save
Note: By selecting "Immediately With No Transaction" it is ensured that no further transactions will be applied to the account UNTIL the account is reactivated
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Navigate to the User's Account
Select the Tools tab
Under Account Settings heading select Status
From the Status drop down menu select Enabled
Click Save
Specify when to reactivate the Account and click Save
Note: Because the initial selection to place the Account on VACATION was "Immediately With No Transaction" the options presented here will change nothing, except if the SPECIFIC [glossary_exclude] DATE [/glossary_exclude] is selected which selects the date the account status change is to occur on.
Putting a UserPackage on Vacation
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Navigate to the User's Account
On the Overview tab page under the Packages section click to select the Package(s) you wish to place on vacation
Once the package is selected press the Status button
On the page that loads select 'Vacation' in the User Package Status Type drop down list
Click Save
Select Immediately With No Transaction and then click Save
Note: By selecting "Immediately With No Transaction" it is ensured that no further transactions will be applied to the account UNTIL the account is reactivated
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Navigate to the User's Account
On the Overview tab page under the Packages section click to select the Package(s) you wish to re-activate
Note: if the Package(s) on Vacation are not shown click on the "Status" heading and ensure the filter box is empty and then click enter
Once the package is selected press the Status button
On the page that loads select 'Enable' in the User Package Status Type drop down list
Specify when to reactivate the package and click Save
Note: Because the initial selection to place the Account on VACATION was "Immediately With No Transaction" the options presented here will change nothing, except if the SPECIFIC [glossary_exclude] DATE [/glossary_exclude] is selected which selects the date the account status change is to occur on
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Using the above method enables the scheduled automatic status change for the User's Account or UserPackage User-Package with NO transactions for the Vacation Period.