Within this menu option, you can modify
the charges related to the account for an assignment. This can be done on a
single basis or you can perform a mass change. The change is meant to update or
remove charge types, organization, and or account number based on a billing
start date and end date. For example, if you have an organization switch
accounts mid-cycle, you can change the account information for the first half
of the billing cycle.
You can also use the bulk assigned account
change to remove information from an assignment.
This is a three-step process; the first
step is to verify that CES is setup properly. Your cairs.net administrator can
access your CES threads through System Admin - Service Management - Service
Manager - Reassign Accounts. They need to remove the checkmark from the
Disabled field to enable the thread to run on the next cycle.
The second step is to create a reassign
request. You will first enter in the general information for the request and
then you will create a search parameter to narrow down the number accounts that
you are changing. Since we have separated accounts into two types, there are
two links available one for call accounts the other for equipment and service
The bulk change for Call Accounts allows
you to change the site and/or organization for a particular account number.
The bulk change for Equipment and Service
Accounts allows you to change the site, organization and/or charge type for a
particular account number.