Adding a Member to the Master Account
Prerequisites
To add a member to the master account, you should have:
-
Accounts within the same banking division and person hierarchy where the value of the Invoice Group Account characteristic type is set to N
-
Accounts with active contracts
Note: You cannot add an account as a member to a master account
if that account is already a member of another master during that
overlapping period.
Procedure
To add a member to the master account:
- Access the Invoicing Group Maintenance - Add/Edit screen.
-
In the Search Accounts to Add zone,
click the Broadcast () icon corresponding to the account
that you want to add to the master account.
The Add Member zone appears.
-
Enter the date from when you want the charges for the member
account to appear on the bill of the master account in the Effective Start Date field.
Note: The effective start date should be earlier than or equal to the member account's contract end date.
-
Click Save.
The account is added to the master account. The contracts at the member level are duplicated at the master level.Note: Once a contract is duplicated at the master level, you need to activate the contract at the master level. Otherwise, the charges will be billed to the member account instead of the master account.
Related Topics
For more information on... | See... |
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How to access the Invoicing Group Maintenance - Add/Edit screen | Viewing the Master Account Details |
Search Accounts to Add zone | Search Accounts to Add |
Add Member zone | Add Member |