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Account Status Types

Last Updated: Aug 21, 2020

Account Status Types are configured in Setup / Users & Accounts / Accounts / Status Types

Overview

Account status types allow to you define what statuses an account can be in. When creating account status types you can specify if the status is billable and if account settings can be modified while the account is in the status. The available settings are explained in more detail below.

Prerequisites

Account status types can be setup immediately, there are no prerequisite configuration steps.

Account Status Types Panel

The Account Status Types panel on the left of this screen allows you to select existing status types to view and edit on the Edit Account Status Type panel to the right. Actions are also available in this panel which are shown as icons above the Filter text box. The available actions are described below.

Actions

Icon

Description

Deletes the account status type if not in use

Adds a new account status type

Edit Account Status Type Panel

The information in this panel reflects the currently selected account status type. From here you can change account status type details (fields will display a red left border if a value is required and purple text if the field is read-only and cannot be modified).

Account Status Types Fields:

  • Name: a unique name for the status (e.g. Active, Suspended, Canceled)

  • Default: sets the status type as the default account status (automatically selected option) when creating a new account

  • Status: the base system status, detailed below:

    • Billable: permits recurring service charges to be applied to the account while the account is in the status. A service in a particular package on the account can have its own status set to a non-billable state if you need to prevent recurring billing for particular services but not the entire account

    • Non-Billable: prevents recurring service charges from being applied to the account while the account is in the status. All other charges are still applicable, such as one-time charges and transition charges

    • Canceled: canceled is a non-billable status that is permanent. Accounts set to a canceled status cannot transition back to any other status (e.g. back to an active status)

  • Prevent Changes: prevents account settings from being altered when an account is the status. The only setting that can be altered while an account is in a unchangeable status is the 'Account Status' setting on the account

References tab

This section displays where the selected account status type is used in the system. By default the reference data is displayed in a summary format to indicate where the account status type is in use, however the Entity drop down field can be used to view the exact system objects that the account status type is configured on.