1.
Click the Accounting menu.
2.
In the Navigation pane, click Calls
and then Active Calls.
Before
the list populates, you need to create a search parameter.
3.
Click the double drop-down arrow to the
right of the magnifying glass. The screen changes to display the advanced
search options within the top pane. Here are a few basic rules when creating a
search parameter, to narrow the field:
·
Next to each search field are search
criteria descriptors: Contains, Equal to, Between. These descriptors tell the
system how to look for the information. You can select a different descriptor
by clicking the field’s descriptor button.
·
You can create a basic search parameter,
for example, searching for a subscriber. Within the subscriber field, type the
name or a portion of the name.
·
You can create a search parameter that
includes multiple items, for example, you can search for a site and
organization. To do so, type the name or a portion of the name within each
field.
·
Pay close attention to the Call Date
field. The Date field allows you to remove the information relating to call
records for a portion of the billing cycle. For example, the call record had a
subscriber for the first 10 days of the cycle and a different subscriber for
the remainder; you can remove the wrong subscriber for the first 10 days of the
cycle or vice versa.
Once
you have entered the search parameters, the search string displays within the
text box next to Show All.
4. To view the results of the search, click the
magnifying glass next to the text box.
When
you are creating a search parameter, you are creating the list of call records
with the wrong directory or account information.
5. Within the Actions pane, click the Remove
Call Ownership link. A message box displays saying that this a time
consuming operation and are you sure you want to proceed. Click the Yes button
to proceed or the No button to cancel the operation.
6. If the call records are already associated
with a bill, the bill for the account number needs to be rolled back.
7. Once the call records are free of the wrong
information you can now update the set and perform a call record update.
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