Editing the Member Account Assignment Details
Procedure
You can edit the member account assignment details from both the Invoicing Group Maintenance - Add/Edit and Invoicing Group Information screens. To edit the member account assignment details:
-
Do either of the following:
If you want to Then Edit the member account assignment details from the Invoicing Group Maintenance - Add/Edit screen -
Access the Invoicing Group Maintenance - Add/Edit screen.
-
In the Member Accounts zone, click the Broadcast (
) icon
corresponding to the member account whose assignment details you want
to edit.
Edit the member account assignment details from the Invoicing Group Information screen -
Access the Invoicing Group Information screen.
-
In the Selected Member Account zone, click the Broadcast (
) icon corresponding to the member
account whose assignment details you want to edit.
The Edit Member Account Assignment zone appears. -
-
Modify the effective start and end dates, if required.
Note:
The effective start date should be earlier than or equal to the member account's contract end date. And, the effective end date cannot be earlier than the effective start date.
If a bill is already generated for the master account, you cannot modify the effective start and end dates.
-
Click Save.
The changes are saved.
Related Topics
| For more information on... | See... |
|---|---|
| How to access the Invoicing Group Maintenance - Add/Edit screen | Viewing the Master Account Details |
| How to access the Invoicing Group Information screen | Viewing the Member Account Details |
| Edit Member Account Assignment zone | Edit Member Account Assignment |