Difference between revisions of "Account/AccountCreation"

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As of release ''3.20'' we have introduced a new account creation ''wizard''. This wizard, along with the following field definitions, should simply the entry of new customer accounts and prevent data entry issues.
 
As of release ''3.20'' we have introduced a new account creation ''wizard''. This wizard, along with the following field definitions, should simply the entry of new customer accounts and prevent data entry issues.
  
−
Note: Depending on what level of account you have (Wholesale or Retail Service Provider), you will notice slightly different form details
+
The wizard will follow a series of ''steps'' to assist you with creating an account, entering the both the required information, and further (optional) information, if necessary.
  
−
=== Field Definitions (Account Type: ''Service Provider'') ===
+
These wizard steps are different depending on whether you are a wholesaler or a retail provider...
  
−
* Choose Account Type
+
;Wholesaler
−
  Wholesalers cannot create End User accounts. As a result, the only option available is '''Organisation'''.
+
:<code>Create Account >  Primary Contact  >  Billing Contact  > Secondary Contact  >  Payment Method<sup>'''*'''</sup>  >  Point of Sale  >  Order Package/Service</code>
  
−
* Account Type
+
;Retail Provider (SP)
−
  As per above, you can only create a '''Service Provider'''.
+
:<code>Create Account >  Primary Contact  >  Billing Contact  > Secondary Contact</code>
  
−
* Start Date
+
<sup>'''*'''</sup> ''Payment options only available to EPS subscribers. Enquires on automated payment processing may be directed to our [[mailto:sales@emersion.com.au Sales Team]].''
−
  This date is very important. You need to provide the earliest account start date as possible. This date will be the very first opening date of the account's first account invoice period. As services are able to be ''backdated'', you need to ensure the account start date pre-dates the earliest service start date.
 
  
−
* Account Invoice Template
 
−
  All parent account's will have a default invoice template configured. There is also the possibility that you have configured multiple templates for different customers. This drop down list allows you to select which invoice layout will be used for the newly created account.
 
  
−
Note:  
+
=== Wizard Step: ''Create Account'' ===
  
−
* Account Billing Day (Default Parent Value Used - Can be overwritten)
+
<br />
−
  The actual day, within the month, that the customer invoice period will being
 
  
−
* Credit Limit (Default Parent Value Used - Can be overwritten)
+
; '''Choose Account Type'''
−
  A visual attribute only at this stage. Not used by the billing system currently
+
:Wholesalers cannot create End User accounts. As a result, the only option available is '''Organisation'''.
  
−
* Trading Due Days (Default Parent Value Used - Can be overwritten)
 
−
  As above
 
  
−
* Period Length Months (Default Parent Value Used - Can be overwritten)
+
; '''Account Type'''
−
  The amount of time that passes between invoice periods.
+
:As per above, you can only create a '''Service Provider'''.
−
  ''Example: If you set the '''Account Billing Day''' to 1 & the '''Period Length Months''' to 1, the customer will receive an invoice on the 3rd of every month (2 days after the close of the invoice period)''
 
  
−
* Align Pkgs to Acct (Default Parent Value Used - Can be overwritten)
 
−
  This flag will align any newly created packages to the underlying account invoice period for the given customer. This will ensure all access fees and usage fees are aligned to when an invoice is rendered. Note: This attribute is not mandatory.
 
  
−
  It is important to note that some packages specifically will not want this setting turned on. For instance, you might have ADSL bundles which are aligned to the underlying account invoice period, but then you might sell a Domain Registration, which is implicitly 2 years regardless, and doesn’t get aligned to anything, Emersion does have support for this, but you will need to have the package plan attributes setup in the system by our staff.
+
; '''Start Date'''
 +
:This date is very important. You need to provide the earliest account start date as possible. This date will be the very first opening date of the account's first account invoice period. As services are able to be ''backdated'', you need to ensure the account start date pre-dates the earliest service start date.
  
−
*
 
  
 +
; '''Account Invoice Template'''
 +
:All parent account's will have a default invoice template configured. There is also the possibility that you have configured multiple templates for different customers. This drop down list allows you to select which invoice layout will be used for the newly created account.
  
  
−
=== Field Definitions (Account Type: End User) ===
+
; '''Account Billing Day (Default Parent Value Used - Can be overwritten)'''
 +
:The actual day, within the month, that the customer invoice period will being
 +
 
 +
 
 +
; '''Credit Limit (Default Parent Value Used - Can be overwritten)'''
 +
:A visual attribute only at this stage. Not used by the billing system currently
 +
 
 +
 
 +
; '''Trading Due Days (Default Parent Value Used - Can be overwritten)'''
 +
:As above
 +
 
 +
 
 +
; '''Period Length Months (Default Parent Value Used - Can be overwritten)'''
 +
:The amount of time that passes between invoice periods.
 +
:''Example: If you set the '''Account Billing Day''' to 1 & the '''Period Length Months''' to 1, the customer will receive an invoice on the 3rd of every month (2 days after the close of the invoice period)''
 +
 
 +
 
 +
; '''Align Pkgs to Acct (Default Parent Value Used - Can be overwritten)'''
 +
:This flag will align any newly created packages to the underlying account invoice period for the given customer. This will ensure all access fees and usage fees are aligned to when an invoice is rendered. Note: This attribute is not mandatory.
 +
 
 +
:It is important to note that some packages specifically will not want this setting turned on. For instance, you might have ADSL bundles which are aligned to the underlying account invoice period, but then you might sell a Domain Registration, which is implicitly 2 years regardless, and doesn’t get aligned to anything, Emersion does have support for this, but you will need to have the package plan attributes setup in the system by our staff.
 +
 
 +
 
 +
;'''Phone Number'''
 +
:A standard phone number. Will be attached to the account's organisation details
 +
 
 +
 
 +
;'''Fax Number'''
 +
:A standard fax number. Will be attached to the account's organisation details
 +
 
 +
 
 +
;'''Email Address'''
 +
:A standard email address. Will be attached to the account's organisation details
 +
 
 +
 
 +
;'''Website'''
 +
:A standard URL. Will be attached to the account's organisation details
 +
 
 +
 
 +
=== Wizard Step: ''Primary Contact'' ===
 +
 
 +
<br />
 +
 
 +
=== Wizard Step: ''Billing Contact'' ===
 +
 
 +
<br />
 +
 
 +
=== Wizard Step: ''Secondary Contact'' ===
 +
 
 +
<br />
 +
 
 +
=== Wizard Step: ''Payment Method'' ===
 +
(''Retail SP's only'')
 +
 
 +
<br />
 +
 
 +
=== Wizard Step: ''Point of Sale'' ===
 +
(''Retail SP's only'')
 +
 
 +
<br />
 +
 
 +
=== Wizard Step: ''Order Package / Service'' ===
 +
(''Retail SP's only'')

Revision as of 16:04, 15 February 2011

Introduction

As of release 3.20 we have introduced a new account creation wizard. This wizard, along with the following field definitions, should simply the entry of new customer accounts and prevent data entry issues.

The wizard will follow a series of steps to assist you with creating an account, entering the both the required information, and further (optional) information, if necessary.

These wizard steps are different depending on whether you are a wholesaler or a retail provider...

Wholesaler
Create Account > Primary Contact > Billing Contact > Secondary Contact > Payment Method* > Point of Sale > Order Package/Service
Retail Provider (SP)
Create Account > Primary Contact > Billing Contact > Secondary Contact

* Payment options only available to EPS subscribers. Enquires on automated payment processing may be directed to our [Sales Team].


Wizard Step: Create Account


Choose Account Type
Wholesalers cannot create End User accounts. As a result, the only option available is Organisation.


Account Type
As per above, you can only create a Service Provider.


Start Date
This date is very important. You need to provide the earliest account start date as possible. This date will be the very first opening date of the account's first account invoice period. As services are able to be backdated, you need to ensure the account start date pre-dates the earliest service start date.


Account Invoice Template
All parent account's will have a default invoice template configured. There is also the possibility that you have configured multiple templates for different customers. This drop down list allows you to select which invoice layout will be used for the newly created account.


Account Billing Day (Default Parent Value Used - Can be overwritten)
The actual day, within the month, that the customer invoice period will being


Credit Limit (Default Parent Value Used - Can be overwritten)
A visual attribute only at this stage. Not used by the billing system currently


Trading Due Days (Default Parent Value Used - Can be overwritten)
As above


Period Length Months (Default Parent Value Used - Can be overwritten)
The amount of time that passes between invoice periods.
Example: If you set the Account Billing Day to 1 & the Period Length Months to 1, the customer will receive an invoice on the 3rd of every month (2 days after the close of the invoice period)


Align Pkgs to Acct (Default Parent Value Used - Can be overwritten)
This flag will align any newly created packages to the underlying account invoice period for the given customer. This will ensure all access fees and usage fees are aligned to when an invoice is rendered. Note: This attribute is not mandatory.
It is important to note that some packages specifically will not want this setting turned on. For instance, you might have ADSL bundles which are aligned to the underlying account invoice period, but then you might sell a Domain Registration, which is implicitly 2 years regardless, and doesn’t get aligned to anything, Emersion does have support for this, but you will need to have the package plan attributes setup in the system by our staff.


Phone Number
A standard phone number. Will be attached to the account's organisation details


Fax Number
A standard fax number. Will be attached to the account's organisation details


Email Address
A standard email address. Will be attached to the account's organisation details


Website
A standard URL. Will be attached to the account's organisation details


Wizard Step: Primary Contact


Wizard Step: Billing Contact


Wizard Step: Secondary Contact


Wizard Step: Payment Method

(Retail SP's only)


Wizard Step: Point of Sale

(Retail SP's only)


Wizard Step: Order Package / Service

(Retail SP's only)

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