If an account is inactive or closed, that information appears in the account bar.
Changing the status of an account affects services, products, and hierarchical groups. For more information, see:
To change the account status:
From the Actions menu, click Account status.
The Account Status dialog box appears.
From the Status list, select an account status.
Do one of the following:
Keep the default Effective immediately.
Select Defer the action until, and enter the date.
Select Backdate the action to, and enter the date.
From the Account Status Change list, select the reason.
(Optional) Enter a note.
Click Save.
Inactivating an account inactivates all active products in the account. Reactivating an inactive account reactivates all products that were active when the account was active. Products that were inactive when the account was active remain inactive.
Closing an account cancels all the account's products and services. Reactivating a closed account does not reinstate the canceled products. To regain the canceled products, the account must repurchase the deals that contain them.
Individual products and services can be inactivated or terminated without affecting an account's other products and services. See "Working with Assets" for more information on how to inactivate or remove products from a customer's account.
By default, changing the status of the parent account's services in a hierarchical account group changes the status of all child accounts' services in the group, independent of their type of bill unit (paying or nonpaying).
See "Account Hierarchies" for more information on managing organizational hierarchies.