Change Bill Source

This option allows you to change an account’s bill source. For example, you might change an account from weekly to monthly billing because he or she has turned 18. Because accounts are organized in the system by company and bill source, Change Bill Source will also move all payments, open items, and other records for the account to the new bill source.

Note: Before running this utility, be sure that there are no open billing runs for the current or new bill source.

To change the bill source for a account:

• Select Change Bill Source from the Account menu to display the Change Bill Source screen.

  

• Select Change and complete the following fields.

  Field	Type	What to enter
  IMPORT FILE	yes/no	Indicate whether to import a file. The default setting is No.
  FILE NAME	open (30)	The name of the file containing the information to change an account's bill source. The file must be pipe delimited (|) and stored in the default directory. It should contain four fields in the following format: CompanyID | AccountID | Current BillSourceID | New BillSourceID
  READ OPTION	predefined	Specifies whether to commit or edit the import file. If you choose Edit, the file will be imported and processed, but no updates will be made (this allows you to review the report for errors before committing). If you choose Commit, the file will be imported and the updates will be applied.
  COMPANY	setup	Enter the company to which this account belongs.
  ACCOUNT	setup	Enter the account number.
  CURRENT BILL SOURCE	display	The current bill source for this account is displayed.
  NEW BILL SOURCE	setup	Enter the new bill source that will be assigned to this account.

• Select Accept to process the bill source change. You can then change another bill source or select Exit to exit to the main menu.