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Bulk Assigned Account Change

Topics Discussed Below

Creating a Call Account Bulk Change Request

Creating an Equipment and Service Account Change Request

Creating a Call Account Bulk Change Request

1.       Click the Accounting menu.

2.       Within the Navigation pane, click Accounts and then Bulk Accounts Change.

3.       Within the Actions pane, click the Call Accounts link

4.       The Call 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.

5.       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 information.

·         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 the request.

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.

6.   Next 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.

7.   Choose the new descriptor and type the search criteria into the field. Press Enter. Results matching your search criteria display.

8.   Once 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 accounts.

·         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 number.

·         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.

9.   Once you have completed the information, within the Show ribbon group, click the Reassign button.

10. A 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 the request.

11. You will receive another message that the request has been sent to CES for processing.

12. Alternately, you can click on the Run Now button within the Process ribbon group, to run the CES process immediately. 

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Creating an Equipment and Service Account Change Request

1.       Click the Accounting menu.

2.       Within the Navigation pane, click Accounts and then Bulk Accounts Change.

3.       Within the Actions pane, click the Equipment and Service Accounts link

4.       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.

5.       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 information.

·         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 the request.

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.

6.   Next 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.

7.   Choose the new descriptor and type the search criteria into the field. Press Enter. Results matching your search criteria display.

8.   Once 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 accounts.

·         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 number.

·         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.

9.   Once you have completed the information, within the Show ribbon group, click the Reassign button.

10. A 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 the request.

11. You will receive another message that the request has been sent to CES for processing.

12. Alternately, you can click on the Run Now button within the Process ribbon group, to run the CES process immediately. 

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