Account Code Groups and Account Codes

Account Code Groups are defined for each customer who uses Account Codes. These groups are used to classify and group a customer's call detail records. They may be further broken down by Account Codes, which can be assigned to specific users/groups and/or departments. You can assign one Account Code Group to any given product and multiple Account Codes to any given Account Code Group.

You can also specify whether or not the Account Codes assigned to a specific Account Code Group are verified or not:

• Verified - Indicates the Account Codes assigned to this group are verified at the switch. A length must be specified that defines the maximum length that is allowed for the Account Codes assigned to this Account Code Group.

• Not Verified - Indicates the Account Codes assigned to this group are NOT verified at the switch. A length is not specified for this type of Account Code Group and the Account Codes assigned to this group can be any length, up to a maximum length of 10.

  The Account Codes function lets you:

• Create Account Code Groups for a specific customer.

• Edit the information defined for a specific Account Code Group.

• Assign Account Codes to a specific Account Code Group.

• Edit the information defined for a specific Account Code within an Account Code Group.

  To access the Account Codes function:

1. On the Applications menu, click Customer Management > Customer Search. This displays the Customer Search window.

2. Enter the desired search criteria and click Search. The search results are displayed in the Customer Search window.

   Note

   If only one customer matches the specified search criteria, the Customer Search window is bypassed and the Customer # window is automatically displayed for that customer. In this scenario, skip the next bullet.

3. Either double-click the desired customer or right-click on the desired customer and select View Customer. This displays the Customer # window.

4. From the menu bar select Account > Account Codes. This displays the Account Codes window.

   

   The Account Codes window is divided into two sections:

   The top half of the window is used to define the Account Code Groups for the current customer. When the Account Codes window is initially displayed, all Account Code Groups currently assigned to the customer are displayed in the top half of the window.

   The following information is displayed for each Account Code Group:

   Account Code Group	Unique identification number assigned to the Account Code Group.
   Name	Name assigned to the Account Code Group.
   Type	Contains one of the following values: "Verified" - Account Codes assigned to the group are verified by the switch. "Non-Verified" - Account Codes assigned to the group are not verified by the switch.
   Length	If Type is "Verified" - Maximum length allowed for Account Codes assigned to the group. If Type is "Non-Verified" - Contains the value "N/A".

From this portion of the Account Codes window, you can add a new Account Code Group for the current customer or modify an existing Account Code Group.

The bottom half of the window is used to assign Account Codes to each of the Account Code Groups displayed in the top half of the window. When the Account Codes window is initially displayed, this portion of the window is blank. To view the Account Codes assigned to a particular Account Code Group, click on that Account Code Group in the top portion of the window. All Account Codes assigned to the selected Account Code Group are displayed on the bottom half of the window.

The following information is displayed for each Account Code:

From this portion of the window, you can add a new Account Code to the Account Code Group selected in the top half of the window, modify an existing Account Code, or delete an existing Account Code.