Difference between revisions of "Account/AccountCreation"

Revision as of 09:00, 25 February 2016

Introduction

Creating customers is done via the a simple-to-use wizard-like interface.

This article focuses on creating End User customers. While the process is similar for other types of accounts, firlds and steps may vary for other account types. If you want to know how to create retail service providers, non-retail billers, Agents or other types of accounts, go here and select from the relevant list of account types.

To create a new customer:

Nav: Customer > Create Customer to start the wizard.

The wizard will follow a series of steps to assist you with creating an account, entering required and optional information.

The information and fields presented in the wizard are different depending on whether you are creating an Organisation or Individual account.

Definitions

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

The actual day, within the month, that the customer invoice period will begin.

Credit Limit (Default Parent Value Used - Can be overwritten)

This is a credit limit for the account. It is used by the system in a variety of ways, such as (but not limited to):

• Notification (Events) to the service provider or customer when the credit limit is exceeded.
• The auto top-Up feature.
• The automated suspension feature.

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 Steps

Create Account

• 

  New Account

Primary Contact

• 

  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.

Billing Contact

• 

  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.

Secondary Contact

• 

  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.

Payment Method

(Retail SP's only)

See Automated Payment

Point of Sale

(Retail SP's only)

• 

  Point Of Sale 1

• 

  Point Of Sale 2

• 

  Point Of Sale 3

See Point of Sale for further details

Order Package / Service

(Retail SP's only)

• 

  Create Order

See New Order