Service Summary View

Account Information

Note

An Account Information section provides a record for the account that is similar to the service records already displayed. It includes account level contracts, plans and features. If no active contracts, plans or features are assigned at the account level, the Account section will not be displayed.

Account-level Plans and Feature SKU’s displayed are determined by the Catalog Group configuration via Manage > Settings > Catalog Display. These settings default to Plans and Features respectively, and may be edited as needed. See Customer Care Settings.

Services

This area lists all services on the account. For accounts with many services you can use the service search to find a specific one, or reduce the list to a select few. Partial numbers are accepted. Each service record contains the following elements:

• Service Name: Name configured for the service (if available).

• Service Type

• Service Badges: A badge is displayed when the service is:

  • Primary Service

  • Hot-lined

  • Suspended

  • Active Port

• Service Number: A link that takes you to the Service Detail page for the service.

• Handset: If a handset is assigned to the service, the handset name is displayed. A more info icon next to the handset description displays a pop-up with device information.

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• Contract: If the service has an active contract, the following information is displayed:

  • Contract description

  • Start Date

  • End Date

  • An Early Termination Fee (ETF) calculator is provided for contracts with a term commitment. The calculator can be used to determine the ETF for contracts with a flat fee penalty, a prorated fee penalty, or a combination of both.

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    The Account Summary Service Summary view provides an Early Termination Fee (ETF) calculator for contracts with a term commitment. The calculator can be used to determine the ETF for contracts with a flat fee penalty, a prorated fee penalty, or a combination of both.

    Click on the calendar and pick the current date or a future date for the calculation. Estimated ETF will be displayed when the penalty can be estimated.

    

    Notes:

    • If a contract with a Term Commitment has an MRC Multiplier fee, the calculator will not be displayed.

    • If a contract has any type of commitment other than a Term Commitment, the calculator will not be displayed.

    • If a contract has multiple terms, the Estimated ETF applies the Term commitment only.

• Installment Plans (if any)

• Plan: Displays the catalog item on the service associated to the Catalog Group named Plans. This is the same mechanism already used in Desktop Client and Customer Care to display which SKU is considered the service’s Plan.

• Features: Displays any catalog items associated with the Catalog Group configured in the Feature SKU configuration (see Setup below).

• Quicklinks are available by clicking at the top right for each service.

  Note

  Services that have been disconnected within the active bill period are included on the page.