Provisioning/AutomaticSuspensionAndRestriction/ExclusionMethods - Revision history

Scarpenter: /* Exclude a Group of Customers */

2014-12-18T05:47:46Z

‎Exclude a Group of Customers

Scarpenter: /* Exclude a Group of Customers */

2014-12-18T05:32:03Z

‎Exclude a Group of Customers

Scarpenter: /* Exclude a Group of Customers */

2014-12-18T05:14:13Z

‎Exclude a Group of Customers

Scarpenter: /* Exclude a Single Customer */

2014-12-18T04:56:06Z

‎Exclude a Single Customer

Scarpenter: /* Exclude a Single Customer */

2014-12-18T04:54:41Z

‎Exclude a Single Customer

Scarpenter: Created page with "== Omitting Customers from Auto-Suspension == If you wish to exclude customers from being subject to any automatic suspension or restriction activity due to non-payment, ther..."

2014-12-18T04:54:06Z

Created page with "== Omitting Customers from Auto-Suspension == If you wish to exclude customers from being subject to any automatic suspension or restriction activity due to non-payment, ther..."

New page

== Omitting Customers from Auto-Suspension ==

If you wish to exclude customers from being subject to any automatic suspension or restriction activity due to non-payment, there are two ways to do this in Cumulus.

* Exclude a group of customers
* Exclude a single customer

=== Exclude a Single Customer ===

If you wish to exclude a single customer, search for the customer you want to omit from auto-suspension and open the customer record.

From the Customer Screen:

# Click the ''Details'' tab.
# Click the''Edit Account Summary'' button to open the screen in edit mode.
# Change the ''Omit From Auto-Restrict'' setting to ''Yes''.
# ''Save'' the changes.

[file:customer-details-omit-from-auto-restrict.png]

=== Exclude a Group of Customers ===

@@ Line 28: / Line 28: @@
 # Select the automated suspension rule you wish to change. The page to configure the business rules will appear.
-# Under the ''Excluded Account Groups'' section, select an account group from the list of '''Available Account Groups'''. CTRL + CLICK will allow you to select multiple groups if you wish to add more than one group.
+# Under the '''Excluded Account Groups''' section, select an account group from the list of '''Available Account Groups'''. CTRL + CLICK will allow you to select multiple groups if you wish to add more than one group.
-# Once you have the groups selected, click the '' Exclude Account Group button.
+# Enter an optional exclusion reason if you want to enter a reason for excluding the group.

@@ Line 25: / Line 25: @@
 This will only work on account groups that distribution lists.
-'''Navigate: Admin > Account Groups'''
+'''Navigate: Admin > Settings > Automated Suspension'''
-You can either create a new account group, or edit an existing account group.
+# Select the automated suspension rule you wish to change. The page to configure the business rules will appear.
+# Under the ''Excluded Account Groups'' section, select an account group from the list of '''Available Account Groups'''. CTRL + CLICK will allow you to select multiple groups if you wish to add more than one group.
-# Select the account group you wish to modify
+# Once you have the groups selected, click the '' Exclude Account Group button.

← Older revision		Revision as of 05:14, 18 December 2014
Line 20:		Line 20:

	=== Exclude a Group of Customers ===		=== Exclude a Group of Customers ===
		+
		+	To exclude a group of customers from being subject to any Auto-restriction activity due to non payment, you can use the Account Groups for this purpose. By grouping customers into an Account group, then configuring the Account Group correctly, you can ensure any customer that is added to the Account Group will not be suspended or have services restricted for non-payment.
		+
		+	This will only work on account groups that distribution lists.
		+
		+	'''Navigate: Admin > Account Groups'''
		+
		+	You can either create a new account group, or edit an existing account group.
		+
		+	# Select the account group you wish to modify

@@ Line 12: / Line 12: @@
 From the Customer Screen:
-# Click the ''Details'' tab.
+# Click the '''Details''' tab.
-# Click the''Edit Account Summary'' button to open the screen in edit mode.
+# Click the '''Edit Account Summary''' button to open the screen in edit mode.
-# Change the ''Omit From Auto-Restrict'' setting to ''Yes''.
+# Change the '''Omit From Auto-Restrict''' setting to '''Yes'''.
-# ''Save'' the changes.
+# '''Save''' the changes.
 [[file:customer-details-omit-from-auto-restrict.png]]
 === Exclude a Group of Customers ===