05.1 Account

Definition: What is it?

The 'Account' sub menu is used to enter the basic details required for setting up a new billing account or  editing an existing one.

What is it used for?

It is used to create or update the following details for a Billing Account:

• Billing Account Identification
• Party to be Billed (NOTE: Do some investigation here since in demo data this is blank and the roles sub menu is used instead to link the billing account to the party......)
• Billing Account Limit (NOTE: This is how much credit the customer will be given eg $5000)
• Currency to be used for Billing Account
• Start and End Dates 

NOTE: There are currently two ways to add a party to a billing account.

1. Enter a party id in the Party to be Billed field
2. Use the 'Roles' sub menu to add a party id with the role of 'Bill To Customer'

If using the first method then when you press the update button this removes the party id from this field and automatically creates the party under the Roles sub menu with the role of 'Bill To Customer'

What's on the screen?

To do

How do I create a new Billing Account?

NOTE TO CHECK: If the party doesnt have the role 'Bill To Customer' is it automatically added when the billing account is created or will the creation fail?...........

Example: To create a new Billing Account

How do I update an existing Billing Account?

Billing Account details can be updated. A key field that may need to be updated is the actual Billing Account Limit if a customer reduces or improves their credit rating

How do I delete a Billing Account?