The Corporate Accounts window has two different views depending on whether you open it at the system-level or the customer-level. When you open this window at the system-level, the left pane lists all corporate accounts in your IDI platforms. Selecting a corporate account in the left pane displays the corporate account hierarchy in the right pane. When you open this window at the customer-level, there is only one pane which displays the corporate account hierarchy.
Managing Corporate Accounts at the System-level
From the system-level view you can use the right-click menu in the left pane to create a new corporate account.
(More)
To create a corporate account, the customer information for all entities to be included in the hierarchy must already be entered as regular customer accounts. See Adding a New Customer.
Once the customer information has been entered for each corporate entity, you can create the corporate hierarchy.
To add the parent (top of the corporate hierarchy):
From the Applications menu select Customer Management > Corporate Accounts. This displays the Corporate Accounts window.
Right-click in left pane (account list) and select New Root. This displays the New Corporate Account dialog box.
Enter the customer account number for the parent account and click OK. Perform a Customer Search if you need to look up the account number.
Click OK to add the corporate headquarters to the list of corporate accounts.
To add accounts under the root-level account.
Managing Corporate Accounts from the Corporate Hierarchy
For both the system-level and customer-level views, the right-click menu for the corporate hierarchy lets you:
Add child accounts under a selected parent.
(More)
Note
All customer accounts in a corporate account hierarchy must be in the same Bill Cycle and Billing Group.
Select a parent account in the Corporate structure.
Right-click on the account and select New Child.
(Show Picture)
Note
You cannot add accounts that have already been assigned to a different account.
Enter the customer account number.
Click OK.
Repeat until you have added all the accounts at that level. You can add as many accounts as is required.
Open the Customer window for a selected account.
(More)
You can open the customer account window for any level of the corporate account:
Right-click on the entity whose account information you want to access and select View. This displays the Customer window for that account.
Toggle an account between Invoice Responsible and Non-invoice Responsible.
(More)
Invoice-responsible accounts are responsible for paying the balances indicated on their records, as well as the balances for their dependent accounts that are designated as non-invoice responsible.
(More)
Child (non-invoice responsible) corporate account balances are tracked via the child account. For example, when a payment is entered on a corporate invoice-responsible parent account, at the time the payment is entered, based upon the parent balance and the child balances, any excess payment that is not required to pay the parent balance will be allocated as itemized payments to the child accounts and itemized negative payments on the parent account.
Payment
Account
Initial Balance
Notes
$100
A(parent)
$20
Entered manually or from file import
$50
B(NIR child 1)
$50
Auto-created
-$50
A(parent)
-$50
Auto-created
$30
C(NIR child 2)
$30
Auto-created
-$30
A(parent)
-$30
Auto-created
Child accounts are processed in order of account number. Over-due balances will be paid first. No consideration is given to invoice category.
You can determine which accounts are invoice-responsible in a corporate structure and which accounts are not via the Corporate Accounts view in the Customer window. From the menu bar, select Status > Corporate Accounts.
A green “i” denotes an account as invoice-responsible. If the green “i” has a red “/” through it, the account is non-invoice responsible. This means that another branch, division, or headquarters is responsible for paying that account’s bill. Non-invoice responsible accounts cannot have payments posted to them, but they can have adjustments posted to them.
To change the account from invoice responsible to non-invoice responsible, or vice versa, toggle between the two statuses.
Right-click on the account in the hierarchy and select Toggle.
Notes:
You cannot apply payments to a non-invoice responsible account.
You can apply adjustments to a non-invoice responsible account except adjustment types designated as “Apply to Debt”.
Display a flat (tabular summary) of the corporate account hierarchy.
(More)
You can display a summary of all accounts in the corporate account by right-clicking on the top-level account in the hierarchy and selecting View Flat Tree. This displays the Corp Account Results window which provides the following information for each account:
Account Number
Customer Name
Customer Address
Whether or not the account is invoice responsible
Date the account was established
Date the account was disconnected if applicable
Billing Status
Remove a selected account from the corporate account hierarchy.
(More)
You can remove a corporate entity from the hierarchy without losing the customer account information.
From the Corporate Accounts window, select the customer account from the accounts list.
Right-click on the entity whose account information you want to remove and select Remove. This displays a confirmation message.
Click OK.