Working With Corporate Accounts

Access this page from the Customer menu by choosing ACCOUNT > Corporate Accounts.

From this page you can view any one of the following by clicking the associated link:

• Summary Information

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• Balances

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• Unbilled Usage

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• Tickets

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Editing an Account

The edit button gives you the following options:

• between invoice/not invoice responsible - Green = Responsible, Red = Not Responsible

  Toggle

  

• This provides a form to search for the account to be added as a child.

  Add children

  

• Remove an account

• This provides a form for specifying the new parent account.

  Change the parent of an account

  

• Drag and drop to adjust the position of an account.

Changing the Market on a Root Account

The Corporate Account page lets users update the market for the corporate structure.

Selecting Change Market displays a dialog with the current Market for the account. The Change button will become enabled once the value is changed to another market.

Note:

When editing a corporate account from the Account Details page, the Market remains noneditable. When you click the more information icon next to the market field, a message is displayed to let you know the market can be edited from the corporate account page.

Tickets Management

This view includes tickets for the account being viewed, plus tickets of child and grandchild accounts. To see all tickets for a corporate structure, view the top-level account in the structure.

The view shows all open tickets in flat grid. You can change the view to include closed tickets. The tickets will be listed in a grid, in order by create date.

• You can resort the grid by clicking on the headers

• Columns include the customer account information plus the ticket number, title, type, status, priority, create date and process time

• Ticket ID links to the ticket in the Tickets module (opens in new tab)

• The Preview icon opens a preview of the Ticket

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  The search box lets you search for tickets containing specific text in the title or description. More Options provides additional search criteria to support searching for tickets created within a specific date range.

Cloning Accounts

Hover on a row to display the cloning icon

Clicking the icon displays the Clone Corporate Account page.

Aggregating Not Invoice Responsible Child Balances to the Invoice Responsible Parent

A global configuration setting in Admin Console Business Rules lets you aggregate NIR child balances to the IR parent as part of the bill run.

When this setting is used:

• NIR child charges are aggregated up to the IR Parent’s current balance bucket

• A new Account Transaction Type Corporate Rollup Offset is applied to offset the individual balance on the child account after it has been aggregated to the parent

• NIR children have a current balance of zero after billing completes

• Parent balances represent self and child accounts

• Related displays in Customer Care provide a clearer presentation of Corporate Account Roll-ups

  Note the following considerations for existing balances after applying this setting:

• Child debit balances remain until payments or adjustments offset them

• Pre-existing credit balances remain until offset by adjustments