Account Status Types Screen

Overview

Account status types allow to you define what statuses an account can be in. When creating account status types you can specify if the status is billable or non-billable and if account settings can be modified or not while the account is in the particular status. The available settings are explained in more detail below.

Prerequisites

Account status types can be setup immediately, there are no prerequisite configuration steps.

Account Status Types Panel

The Account Status Types panel on the left of this screen allows you to select existing status types to view and edit on the Edit Account 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

Icon	Description

Icon	Description
Open	Deletes the account status type if not in use
Open	Adds a new account status type

Edit Account Status Type Panel

The information in this panel reflects the currently selected account status type. From here you can change account status type details (note: fields with a magenta left border are required).

Account Status Types Fields:

• 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. Only one status type can be set as Default

• 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. An account-service in a particular account-package 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. Or the account-package can be set to non-billable to prevent all account-services in the package from being billed

  • 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: this setting is not currently supported for accounts. Setting an account to a non-billable will not currently prevent billing of the account. If you wish to prevent an account from being billed for a period of time you can switch the account to use another bill group (e.g. setup a ‘do not bill’ bill group and configure the account to use it), or simply access the current bill group the account is under, click on the Accounts tab and then click on the ‘Exclude’ checkbox next to the account name. When the account is ready to be billed again simply uncheck the ‘Exclude’ checkbox and when the bill run is executed all unbilled charges for the account will be caught up to the end date specified on the bill run

• 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 an unchangeable status is the 'Account Status' setting on the account

References tab

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.

Guides

Adding Account Status Types

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

2. Under the Add Account Status Type heading on the right specify the account status type details

3. Click Save

Editing Account Status Types

1. Under the Account Status Types heading on the left click the status type you wish to edit

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

3. Click Save when you have finished making changes

Deleting Account Status Types

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

2. Under the same Account Status Types heading click the  icon

3. On the confirmation dialog that appears select Yes