the Accounting menu.
the Navigation pane, click Accounts and then Unofficial
populate the Account list, you must either:
Within the search box, type the account
number or portion of the number and then click the magnifying glass.
Click the Show All button.
4. The Accounts list opens, displaying the
account matching your search criteria.
5. There are two ways to access the Status
Change Configuration window:
Within the Actions pane, click the Account
Status Change Configuration link
Within the list, double-click on the
account number to open the Accounts window. Within the Management ribbon group,
click the lower half of the Account Status button to access a drop-down
menu. From the menu, select Status Change Configuration
6. With either option, the Status Change
Configuration window opens. Within the lower pane click the field marked with
an asterisk, this row is used to add new information. Once you click the first
field, a new line displays allowing you to add multiple items at one time.
Complete the following information for each status change (required fields are
marked with an asterisk (*)):
Account Status *
– click the drop-down arrow to access a list and from the list, select the
account status that you want to configure
Work Flow Name
– click the drop-down arrow to access a list and from the list, select the work
flow that is associated with the change type.
Work Order Description
– type any information regarding the work order
Override Default Actions * - this
field defaults to include a checkmark to indicate that your users can override
the actions that the system performs when you change the status. For example,
when you change the status to closed the system automatically sets the delete
date for associated equipment and services. This setting allows your users to
override this and set the delete date themselves. By clicking the field you
remove the checkmark to indicate that the users cannot override the system
7. Within the Actions ribbon group, click
Save (to save and stay) or click Save & Close (to save and
exit) to return to the Accounts list.
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