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learning center  >  CONFIGURED ITEMS - SET MANAGEMENT  >  Set Devices  >  Account Mgmt - Vers 14

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Sets

Account Management

The new account management option is available in version 14.

The Account Management tab displays the different account numbers that are associated to the set.  Each account number can be responsible for different charges. 

At the top of the pane is a dropdown box, this box allows you to select the different buttons appearances on the set.  The pane will change to display the appropriate account information. 

There are 3 different types of charges you can associated to the set; one-time, recurring and call charges.  For each charge type, you can associate a different account.  This allows you to have up to 3 different accounts associated to the set.

Adding an Account

1.     Click Configured Items.

2.     In the Navigation pane, select Set Management > Configured Sets.

3.     Depending on the amount of records you have 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 and then click the magnifying glass.

·         Click the Show All button.

4.   The Configured Sets list opens, displaying all existing sets. Double-click the set to modify.

5.   The Set Management window opens.

6.   Within the lower portion of the Device Properties/Account Management pane is the Account Management tab.  If you are not already on the Account Management tab, click on the tab.  The pane changes to display the accounts related to the different charge types for the set. 

7.   At the top of the pane is a Number dropdown list, click on the arrow to access a list of the telephone numbers of the set.  From the list, select the number that you want to associate an account, the list will default to the primary telephone number. 

! Default from Primary Number – If you place a checkmark in the box, all charges relating to any telephone number of the set will automatically be associated to the account related to the primary telephone number. 

8.   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 for all charges

·         Recurring Charges - bills the account for only recurring charges

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

·         Call Charges – bills the account for charges related to call

·         Site* – once you click any of the drop-down lists, the site name auto-populates with the site selected on the General-Set Device window.

·         Subscriber Name – click on the drop-down arrow to access a list, and from the list select the appropriate 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.

·         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.

·         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.

9.   Within the Actions ribbon group, click Save (to save and stay) to continue working with the set, or click Save & Close (to save and exit) to return to the Set Management list.


Delete an Account

1.     Click Configured Items.

2.     In the Navigation pane, select Set Management > Configured Sets.

3.     Depending on the amount of records you have 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 and then click the magnifying glass.

·         Click the Show All button.

4.   The Configured Sets list opens, displaying all existing sets. Double-click the set to modify.

5.   The Set Management window opens.

6.   Within the lower portion of the Device Properties/Account Management pane is the Account Management tab.  If you are not already on the Account Management tab, click on the tab.  The pane changes to display the accounts related to the different charge types for the set. 

7.   At the top of the pane is a Number dropdown list, click on the arrow to access a list of the telephone numbers of the set, from the list select the telephone to modify.  The pane changes to display the account number associated to the telephone number. 

! Delete Date When you are deleting an account you can manually set the Delete Date or Billing End Date.  This allows you to set the end date in the future or past.  If you do not fill out the billing end date, cairs will automatically stop the billing the date you delete the account from the set. 

8.   Within the list, right click on the selector box next to the charge type, a small popup menu opens, within the box click Delete.

9.   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.

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

 

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