Account/AccountCreation - Revision history

Scarpenter: /* Wizard Screen 1: Data Definition */

2020-04-22T02:04:54Z

‎Wizard Screen 1: Data Definition

Scarpenter: /* Wizard Screen 1: Create Account */

2020-04-22T02:03:43Z

‎Wizard Screen 1: Create Account

Scarpenter: /* Wizard Screen 1: Create Account */

2020-04-22T02:02:36Z

‎Wizard Screen 1: Create Account

Scarpenter: /* Wizard Screen 1: Create Account */

2020-04-22T02:01:48Z

‎Wizard Screen 1: Create Account

Scarpenter: /* Create Customer Wizard - End User Accounts */

2018-02-26T04:23:05Z

‎Create Customer Wizard - End User Accounts

Dcowan: removed duplicate account billing day field definition

2017-11-15T02:32:10Z

removed duplicate account billing day field definition

Pdundas: /* Wizard Screen 1: Data Definition */

2017-01-10T03:03:03Z

‎Wizard Screen 1: Data Definition

Scarpenter: /* Wizard Screen 1: Data Definition */

2016-07-29T06:33:31Z

‎Wizard Screen 1: Data Definition

Scarpenter: /* Wizard Screen 1: Data Definition */

2016-07-29T06:26:19Z

‎Wizard Screen 1: Data Definition

Dcowan: fixed silly typo

2016-07-11T03:03:54Z

fixed silly typo

@@ Line 65: / Line 65: @@
 |CRM Export Ref || An optional field for an identifier from a legacy CRM.
 |-
-|Xero Account Name || Associate the customer with a Xero Account. Requires the [https://resources.emersion.com/display/EKB/Xero | Xero integration] to be enabled.
+|Xero Account Name || Link the customer with their Xero Account. Requires the [https://resources.emersion.com/display/EKB/Xero | Xero integration] to be enabled.
 |-
-| Auto Generate Cost Centre || Requires subscription to the [https://resources.emersion.com/display/EKB/Cost+Centres | Cost Centre] module. [https://resources.emersion.com/display/EKB/Auto+Generate+Cost+Centres+for+an+Account | Click here for the instructions on this setting].
+| Auto Generate Cost Centre || [https://resources.emersion.com/display/EKB/Auto+Generate+Cost+Centres+for+an+Account | Click here for the instructions on this setting].
 |}

@@ Line 65: / Line 65: @@
 |CRM Export Ref || An optional field for an identifier from a legacy CRM.
 |-
-|Xero Account Name || Associate the customer with a Xero Account. Requires subscription to the Xero integration module.
+|Xero Account Name || Associate the customer with a Xero Account. Requires the [https://resources.emersion.com/display/EKB/Xero | Xero integration] to be enabled.
 |-
 | Auto Generate Cost Centre || Requires subscription to the [https://resources.emersion.com/display/EKB/Cost+Centres | Cost Centre] module. [https://resources.emersion.com/display/EKB/Auto+Generate+Cost+Centres+for+an+Account | Click here for the instructions on this setting].

@@ Line 67: / Line 67: @@
 |Xero Account Name || Associate the customer with a Xero Account. Requires subscription to the Xero integration module.
 |-
-| Auto Generate Cost Centre || Requires subscription to the [https://resources.emersion.com/display/EKB/Cost+Centres | Cost Centre] module.  < /br>[https://resources.emersion.com/display/EKB/Auto+Generate+Cost+Centres+for+an+Account | Click here for the instructions on this setting].
+| Auto Generate Cost Centre || Requires subscription to the [https://resources.emersion.com/display/EKB/Cost+Centres | Cost Centre] module. [https://resources.emersion.com/display/EKB/Auto+Generate+Cost+Centres+for+an+Account | Click here for the instructions on this setting].
 |}

@@ Line 67: / Line 67: @@
 |Xero Account Name || Associate the customer with a Xero Account. Requires subscription to the Xero integration module.
 |-
-| Auto Generate Cost Centre || Requires subscription to the Cost Centre module.
+| Auto Generate Cost Centre || Requires subscription to the [https://resources.emersion.com/display/EKB/Cost+Centres | Cost Centre] module.  < /br>[https://resources.emersion.com/display/EKB/Auto+Generate+Cost+Centres+for+an+Account | Click here for the instructions on this setting].
 |}

@@ Line 3: / Line 3: @@
 Creating end user customers in Emersion is able to be achieved in a number of ways, including via the
-* [[End_User_Portal_and_Customer_Sign_Up_Portal | Sign up Portal]]
+* [https://resources.emersion.com/display/EKB/The+Sign+Up+Portal Sign Up Portal]
 * [[API]]
 * Cumulus

@@ Line 29: / Line 29: @@
 !Data field ||Description
 |-
-|style="width: 20%; |Account enterprise	|| style="width: 80%;"| An account can be an individual or organisation. Data collection on the following screens changes depending on your selection here.
+|style="width: 20%; |Account Enterprise	|| style="width: 80%;"| An account can be an individual or organisation. Data collection on the following screens changes depending on your selection here.
 |-
-|Account type	|| Select between Agent and End User if Agent module is enabled. Otherwise leave as End User. Note: If a person or company is both an Agent ''and'' a customer of yours, they will need two accounts, one for each type.
+|Account Type || Select between Agent and End User if Agent module is enabled. Otherwise leave as End User. Note: If a person or company is both an Agent ''and'' a customer of yours, they will need two accounts, one for each type.
 |-
-|Start Date     || This date is very important. Usage cannot be processed for services before this date. Services and accounts CAN be backdated for back-billing purposes. If you do not know the actual start date of the customer, or the start date is greater than 6 months in the past, provide the earliest date from when usage will be collected. This date will be the very first opening date of the account's first account invoice period. Usage received by Emersion before this date cannot be processed onto an invoice.
+|Start Date || This date is very important. Usage cannot be processed for services before this date. Services and accounts CAN be backdated for back-billing purposes. If you do not know the actual start date of the customer, or the start date is greater than 6 months in the past, provide the earliest date from when usage will be collected. This date will be the very first opening date of the account's first account invoice period. Usage received by Emersion before this date cannot be processed onto an invoice.
 |-
-|Account Profile     || If you have multiple [[Accounts/AccountProfiles|account profiles]] for the customer.
+|Account Profile || If you have multiple [[Accounts/AccountProfiles|account profiles]] for the customer.
 |-
-|Account Invoice Method     || Defined how the invoice will be sent to the customer.
+|Account Invoice Method || Defined how the invoice will be sent to the customer.
 |-
 |Account Invoice Template || All accounts must be allocated an invoice template from which their invoice will be created. If you have multiple invoice template layouts, choose the one for this customer or leave it as the default. The default template can be set globally by the service provider, overridden by the [[Accounts/AccountProfiles|account profile]] invoice setting or overridden for a given customer.
 |-
-|Account Billing Day || The actual day, within the month, that the customer [[AccountInvoicePeriod|Account Invoice Period]] will begin. This can be a default set globally by the service provider, overridden by the [[Accounts/AccountProfiles|account profile]] or overridden for a given customer.
+|Account Billing Day || The actual day, within the month, that the customer [[AccountInvoicePeriod|Account Invoice Period]] will begin. This can be a default set globally by the service provider, overridden by the [[Accounts/AccountProfiles|account profile]] or overridden for a given customer. As is standard in the Emersion platform, invoices are generated 2 days after the close of the invoice period. <br /> For example: If you set this value to 7, the customer's invoice will be generated on the 10th of every month (''being 2 days after the close of the account invoice period'') and providing you have opted for the standard 1 month period length as defined by the ''Period Length Months'' field below).
 |-
 |Invoice Itemisation || Defines if the invoice will include itemised usage records, or a summary only.
 |-
 |Automatically Allocate Payments To Invoices: || Define if payments received fgrom the customer are allocated to invoices automatically. By default, payments will be allocated to the oldest invoice that has an outstanding amount owing first.
 |-
 |Credit Limit || This is a credit limit for the account. It is used by the system in a number of ways, for example:

@@ Line 55: / Line 55: @@
 * The [[Provisioning/AutomaticSuspensionAndRestriction | automated suspension]] feature. This can be set globally by the service provider, overridden by the [[Accounts/AccountProfiles|account profile]] or overridden for a given customer.
 |-
-|Unbilled Credit Limit || This is the unbilled credit limit for the account. This can be set globally by the service provider, overridden by the [[Accounts/AccountProfiles|account profile]] or overridden for a given customer. If this is set, event notifications can be leveraged to send the customer an alert.
+|Unbilled Credit Limit || This is the unbilled credit limit for the account. This can be set globally by the service provider, overridden by the [[Accounts/AccountProfiles|account profile]] or overridden for a given customer. If this is set, the [[SystemEvents/EventTypes#Credit_Limit_Exceeded|'''Credit Limit Exceeded''' event notification]] can be leveraged to send the customer an alert.
 |-
 |Trading Due Days || This setting controls how many days after an invoice has been generated it will fall due. E.g.  If the customer's invoice is due 7 days after it is generated, enter "7". If the customer's invoice is due 14 days after the issue date, enter "14". This can be set globally by the service provider, overridden by the [[Accounts/AccountProfiles|account profile]] or overridden for a given customer.

@@ Line 76: / Line 76: @@
 When the user arrives at step 2 of the wizard, a new account record is saved in the system in a status of '''Preactive''' and is given a unique ID. This ID is the customer's account number. This activity can be seen by users in a blue notification below the main Cumulus menu.
-New accounts transition from '''Active''' to '''Active''' once all steps of the Create Customer Wizard has been completed. Should a user need to leave the wizard, or the user is thrown from the wizard for any reason at all, the account data up to the last save point is retained by the system. This means that users can exit the wizard and return at a later time without having to start the wizard from the beginning. If users know the account, they can pick up their place in the wizard where they left off.
+New accounts transition from '''Preactive''' to '''Active''' once all steps of the Create Customer Wizard has been completed. Should a user need to leave the wizard, or the user is thrown from the wizard for any reason at all, the account data up to the last save point is retained by the system. This means that users can exit the wizard and return at a later time without having to start the wizard from the beginning. If users know the account, they can pick up their place in the wizard where they left off.
 Step two of the Create Customer Wizard captures the information of the primary contact for the account. The fields on the screen can change based on your choices. The most obvious place where this happens is in the address section.  A complex address will capture more information than a simple or standard address, enabling Emersion to support address data from any other sources systems, such as legacy systems or Customer Relationship Management (CRM) systems.