Master Account Management

Creating is Subaccount is almost identical to creating a regular customer/site/system record. Begin by opening the Master Account record.  1.  On the customer tree of the Master Account, click on the Sub Accounts menu option, right-click and selec...

Since Master Accounts have no Site records, when converting a regular Customer into a Master Account, any Site records that were on the customer tree for the regular Customer will automatically be converted into Subaccounts and are attached to the M...

There are two methods for creating a new Master Account.  One method is to create a regular customer and then convert it into a Master Account.  This option requires more steps in the process.  The Master Account is created the same as when creating...

All Recurring Rate Changes, either increases or decreases are performed by using using one of two methods: The  Company Rate Change  program found within the Client Management module.   Manually increasing a recurring line from a Subaccou...

Working with Master Accounts and Subaccounts within the Customer Explorer is a different than working with a regular Customer/Site account.  Notice on the Master Account Customer Explorer there is not a Site customer tree option; a new menu tree opt...

All Recurring Rate Changes, either increases or decreases are performed by using the Company Rate Change program found within the Client Management module.  For more information on Rate Changes, refer to the Company Rate Change topics. ...

Master Accounts are a customer structure designed to accommodate customers with a large number of Site locations.  The structure of a Master Account contains an additional level called a Subaccount.  Attached to each Master Account are one or more S...

Opening the Customer Explorer for a Master Account may be done by using the normal search methods for Customer/Site type Customers or by searching from the Master Account List by navigating to the Master Account Mgmt option within the Client Managem...

Below is a list of the setup tables which are key elements on Master Accounts, Subaccounts, Sites and  Systems. ...

Once a Master Account has been created, you may setup a list of default rates to be used when creating new Recurring Lines for one of the Subaccounts.  Follow the instructions below. 1.  Open the Master Account for which default RMR rates will be se...

For a User to be able to create or modify customer related information (Master Accounts and Subaccounts), certain security privileges must be granted to the User through the User Group Security options within SedonaSetup.  The following User Group S...

Master Accounts cannot be Deleted or Changed to a Standard Customer.  The Only way to Remove a Master Account is either by manual cancellation or using the Cancellation Queue.  Master Account When trying to Delete a Master Account, a Warnin...