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Official Account - Authorization Codes

You can associate authorization codes to each account number. Generally, subscribers use authorization codes to make calls that incur a charge. If the account number in not responsible for call charges, you cannot bill for those charges. Be sure the checkbox for Call Charges is marked on the Billing Account button.

Since an Official Account is not associated with a subscriber, the authorization code has to belong to the organization.

Cairs.net can generate authorization codes automatically or you can manually enter in the codes. If you choose to have cairs.net generate the codes, you have to designate how many digits and the increment. To learn more about this see System Admin System Settings Auto Number Setup.

Viewing an Accounts Authorization Codes

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts, then Official Accounts.

3.     Depending on the amount of records within your database, the list may not readily populate, to populate the list perform one of the following actions:

·         Within the search box, type any portion of the record, this could be the account number, organization name, site name, etc. and then click the magnifying glass.

·         Click the Show All button.

4.   The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.   Within the Show ribbon group, click the upper portion of the Authorization Codes button. There are two ways to populate the list:

·         Within the search box, type the authorization code or portion of the code and then click the magnifying glass.

·         Click the Show All button.

6.   The window displays a list of the authorization codes associated to the account. 

Adding an Authorization Code (within an Acct Number)

1.    Click the Accounting menu.

2.    Within the Navigation pane, click Accounts, then Official Accounts.

3.    To populate the Account list, you must either:

·         Within the search box, type the account number or portion of the number and then click the magnifying glass.

·         Click the Show All button.

4.    The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.    Click the lower portion of the Authorization Code button to access a drop-down menu. From the menu, select New Auto Auth Code.

6.    A new authorization code displays at the top of the list within the lower pane.

! Once you create a new authorization code, you can go into Accounting -> Authorization Codes to populate the remaining information. Once saved, you can refresh the screen within the account to see the complete information.

7.    Within the Actions ribbon group, click Save (to save and stay) to continue working with the account, or click Save & Close (to save and exit) to return to the Accounts list.

Deleting an Authorization Code (within an Acct Number)

1.     Click the Accounting menu.

2.     Within the Navigation pane, click Accounts, then Official Accounts.

3.     Depending on the amount of records within your database, the list may not readily populate, to populate the list perform one of the following actions:

·         Within the search box, type any portion of the record, this could be the account number, organization name, site name, etc. and then click the magnifying glass.

·         Click the Show All button.

4.   The Accounts list opens, displaying the account matching your search criteria. Double-click the account. The Accounts window opens.

5.   Within the Show ribbon group, click the upper portion of the Authorization Codes button. If the list does not populate, there are two ways to populate the list:

·         Within the search box, type the authorization code or portion of the code and then click the magnifying glass.

·         Click the Show All button.

6.   The window displays a list of the authorization codes associated to the account. Within the list, right-click the selector box next to the authorization code and click Delete.  Once selected, cairs.net draws a line through the item allowing you to delete multiple items at once.

7.   If you do not want to delete an item, right-click the record to access a pop-up menu and click Undelete.

8.   Once you select Undelete, a message box displays verifying that you really want to keep the item. Click Yes within the box to continue or No to cancel the operation.

9.   Within the Actions Ribbon group, click Save (to save and stay) to continue working with accounts, or click Save & Close (to save and exit) to return to the Accounts list.

 

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