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learning center  >  CONFIGURED ITEMS - CELL PHONES  >  Accounts for Equipment and Services

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Cell Phones

Topics Discussed Below

Adding an Account for Equipment and Services

Deleting an Account

Adding an Account for Equipment and Services

You can associate a few different account numbers to this set for the different charge types associated with your equipment and services. For example, you can a separate account numbers for recurring and one-time charges.  Alternatively, you can have one account number for all charges associated with the equipment, services, and calls. 

1.       Click the Configured Items menu.

2.       In the Navigation pane, select Cell Phone.

3.       Before the Cell Phone list populates, you must either:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.       The Cell Phone lists opens, displaying all existing phones.

5.       Double-click the phone to modify. The General – Cell Phone window opens.

6.       Within the Accounts for Equipment and Services pane, click the row marked with the asterisk to enter in a new account number for the equipment and services. Complete the following fields, required fields are marked with an asterisk (*):

·         Charge Type* – click the drop-down arrow to access a list, then select one of the following choices:

·         All Charges – bills the account number for recurring, one-time and call charges

·         Recurring Charges - bills the account for only recurring charges

·         One-time Charges – bills the account for only one- time charges

·         Default for Call Charges – if you assign any telephone numbers to a button, this is the default account number that incurs the call charges.

! If you choose to assign an account number as a default for call charges, you can still assign separate account numbers for certain buttons.  The selections within the Accounts for Calls tab overrides the selection made within this pane.  

·         Site* – once you click any of the drop-down lists, the site name auto-populates with the site selected in the Cell Phone Information pane.

·         Account Number* – click the drop-down arrow to access a list of the account numbers and their associated organizations.  If an account number is associated to multiple organizations, the account number appears in the list multiple times, for example if account number 2424 is associated to three different organizations, there are three appearances of the account number within the drop-down. Each account number references the different organization name. 

·         From the list, select the account number and organization responsible for the charges. 

! When you create an account number, you can assign it to an organization or to a subscriber; this designates the account as official or unofficial. If you select an account with an organization, it is most likely an Official Account. If you select an account where the organization is blank, it is most likely an Unofficial account and associated to a subscriber.

·         Organization – if you have selected an account number associated to an organization, that organization name populates within the field. This is a read only field.

·         Billing Start Date* – click the drop-down arrow to access a calendar, from the calendar select the date to start the billing. 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, from the calendar select the date to stop the billing for the equipment or service. 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.

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

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Deleting an Account

1.       Click the Configured Items menu.

2.       In the Navigation pane, select Cell Phone.

3.       Before the Cell Phone list populates, you must either:

·         Within the search box, type any portion of the record and then click the magnifying glass.

·         Click the Show All button.

4.       The Cell Phone lists opens, displaying all existing phones.

5.       Double-click the phone to modify. The General – Cell Phone window opens.

6.       Within the Accounts for Equipment and Services pane, find the account to delete and right click on the selector box next to the charge type, a small popup menu opens, within the box click Delete.

7.       Once you click Delete, a message box appears verifying that you really want to delete the account. Click Yes within the box to continue or No to cancel the operation.

8.       Once selected, cairs.net draws a line through the item allowing you to delete multiple items at once.

9.       If you do not want to delete an item, right-click the record to access a popup menu, from the popup, click Undelete.

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

11.   Within the Actions ribbon group, click Save (to save and stay) to continue working with the cell phone, or click Save & Close (to save and exit).

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