1. Click
Configured Items.
2. In
the Navigation pane, select AS5300 Phones
3. Depending
on the amount of records you have within your database, the list may not
readily populate. To populate the list, perform one of the following actions:
·
Within the search box, type any portion of
the record and then click the magnifying glass.
·
Click the Show All button.
4. Within the list, double
click on the phone to access its detailed information.
5. Within the lower portion of
the Connectivity pane is the Account Management tab. If you are not already on the Account
Management tab, click on the tab. The
pane changes to display the accounts related to the different charge types for
the set.
6. At the top of the pane is a
Number dropdown list, click on the arrow to access a list of the telephone
numbers of the set. From the list,
select the number that you want to associate an account, the list will default
to the primary telephone number.
! Default from Primary Number – If you place a
checkmark in the box, all charges relating to any telephone number of the set
will automatically be associated to the account related to the primary
telephone number.
7. Click the row marked with
the asterisk to enter in a new account number for the equipment and services.
Complete the following fields, required fields are marked with an asterisk (*):
·
Charge Type* –
click the drop-down arrow to access a list, then select one of the following
choices:
·
All Charges –
bills the account for all charges
·
Recurring Charges -
bills the account for only recurring charges
·
One-time Charges –
bills the account for only one- time charges
·
Call Charges –
bills the account for charges related to call
·
Site* –
once you click any of the drop-down lists, the site name auto-populates with
the site selected on the General-Set Device window.
·
Subscriber Name –
click on the drop-down arrow to access a list, and from the list select the
appropriate subscriber
·
Organization – if
you have selected an account number associated to an organization, that
organization name populates within the field. This is a read only field.
·
Account Number* –
click the drop-down arrow to access a list of the account numbers and their
associated organizations. If an account
number is associated to multiple organizations, the account number appears in
the list multiple times, for example if account number 2424 is associated to
three different organizations, there are three appearances of the account
number within the drop-down. Each account number references the different
organization name.
From the list, select the
account number and organization responsible for the charges.
! When you create an account number, you can
assign it to an organization or to a subscriber; this designates the account as
official or unofficial. If you select an account with an organization, it is
most likely an Official Account. If you select an account where the
organization is blank, it is most likely an Unofficial account and associated
to a subscriber.
·
Billing Start Date* –
click the drop-down arrow to access a calendar, from the calendar select the
date to start the billing. To change the month and year click the right or left
arrow and once at the appropriate month and year, click the number to select
the date. The date populates in the box.
·
Billing End Date –
click the drop-down arrow to access a calendar, from the calendar select the
date to stop the billing for the equipment or service. To change the month and
year click the right or left arrow and once at the appropriate month and year,
click the number to select the date. The date populates in the box.
8. Within the Actions ribbon
group, click Save (to save and stay) to continue working with the set, or click
Save & Close (to save and exit) to return to the Set Management list.