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Package Statuses are configured in Setup / Product Catalog / Package / Package Status |
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The Account Package Status Types panel on the left of this screen allows you to select existing package statuses to view and edit on the Edit Account Package Status Type panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.
Actions
Info | Description |
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 | Deletes the selected account package status. Statuses that are in use cannot be deleted |
 | Adds a new account package status |
Edit Account Package Status Type Panel
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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Name: a 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
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