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Bulk Assigned Account Change

Bulk Assigned Account Change

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 accounts.

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. 

Viewing Requests

You can view the list of pending and completed requests by accessing the Bulk Accounts Change list. Click Accounting then Bulk Accounts Change, the list of request will not populate right away, you can either click Show All or type a search parameter into the field and click on the magnifying glass to populate the list.  The list displays the Reassign Parameters, Status, and New Charge Type among several other fields of information.  The information displayed is read only. 

 

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