Click the Accounting menu.
Within the Navigation pane, click Accounts and then Bulk
Within the Actions pane, click the Equipment and Service
The Equipment & Service Accounts window opens. There are two
panes of information. The top pane holds the new values while the bottom pane
is the existing information that you are changing.
You need to follow a few rules before you submit a request:
Use the Advanced Search options. If you click the Show All
button, all the records within the lower pane will change to the new
The site name must be the same in both panes.
It is a good idea to make a backup of your database before you run
6. To start the
request process, within the header of the lower pane, click the double arrow
next to the magnifying glass. This opens the advanced search options.
to each search field is a search criteria descriptor such as Contains, Equal
to, Begins With, etc. This descriptor tells the system how to look for the
information within the fields. You can select a different descriptor by
clicking the field’s descriptor button.
the new descriptor and type the search criteria into the field. Press Enter.
Results matching your search criteria display.
your results appear in the lower pane, you can enter in the new information
within the top pane, complete the following information for the account change
(required fields are marked with an asterisk (*)):
Charge Type* – this
field auto-populates with Call Charges since you are dealing with call
Site* – this field needs to be the same
as the field within the lower pane. Click the drop-down arrow to access a list,
from the list select the site name.
Organization – if you
are changing the organization information, click the drop-down arrow to access
the list of the organizations, from the list select the new organization. The
lowest level of the organization is listed first, after the two ~~ the complete
path to the organization is displayed, each level is separated by a >.
! If the
organization you selected, is associated to an account, the account number
auto-populates in the account number field (official accounts only.)
Account Number – if you
are changing the account number for the assignment, click the drop-down arrow
to access the list of account numbers, from the list select the new account
Billing Start Date* – this
populates with the current date, to change the date click the drop-down arrow
to access a calendar, from the calendar select the new date. To change the
month and year click the right or left arrow, and once at the appropriate month
and year, click the number to select the date. The date populates in the box.
Billing End Date – click
the drop-down arrow to access a calendar and from the calendar, select the
billing end date. To change the month and year, click the right or left arrow,
and once at the appropriate month and year, click the number to select the
date. The date populates in the box.
you have completed the information, within the Show ribbon group, click the Unassign
message box displays with the total number of records that are going to be
modified, within the box click Yes to continue with the request or No to cancel
will receive another message that the request has been sent to CES for
you can click on the Run Now button within the Process ribbon group, to run the
CES process immediately.
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