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Revision as of 10:02, 4 April 2011
Contents
Account Creation
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
- Retail Provider (SP)
Create Account > Primary Contact > Billing Contact > Secondary Contact > Payment Method* > Point of Sale > Order Package/Service
* Payment options only available to EPS subscribers. Enquires on automated payment processing may be directed to our [Sales Team].
Wizard Step: Create Account
- Screenshots
New Account
Important field definitions are listed below. If you don't understand what these fields mean, please contact Support for clarification...
- 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 Profile
- Account Profiles are a very important aspect of the Emersion system if you wish an account to be acted upon by our System Events system. You will more than likely have at least 1 account profile pre-configured for you by Emersion Support/Operation when you were on boarded, however there is a chance you may need to create one first. Simply select which profile to use for the new account.
(eg. An account with no profile set will not have invoicse automatically sent by email)
- 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
- Screenshots
Primary Contact
Primary Contact is a mandatory entity that is attached to the new account you are creating.
The process for creating Primary Contact details has not changed.
Wizard Step: Billing Contact
- Screenshots
Billing Contact 1
Billing Contact 2
Billing Contact is a mandatory entity that is attached to the new account you are creating.
The process for creating Billing Contact details has not changed.
Wizard Step: Secondary Contact
- Screenshots
Secondary Contact 1
Secondary Contact 2
Secondary Contact 3
Secondary Contact is NOT a mandatory entity that is attached to the new account you are creating.
The process for creating Secondary Contact details has not changed.
Wizard Step: Payment Method
(Retail SP's only)
See PaymentInfo/AutomatedPayment
Wizard Step: Point of Sale
(Retail SP's only)
- Screenshots
Point Of Sale 1
Point Of Sale 2
Point Of Sale 3
See Account/PointOfSale for further details
Wizard Step: Order Package / Service
(Retail SP's only)
- Screenshots
Create Order
