About Account States

An account's state determines the actions you can perform on it, as well as certain MetraNet system behaviors.

Your system's Account States can vary, depending on how MetraNet has been configured. For your system, one or more of the states described here may be omitted. Also, the kinds of account activities allowed when an account is in any of these states can vary based on your system's configuration. See your system administrator for details regarding your MetraNet installation.

These are the default Account States provided with MetraNet:

Account State

Placement

Description

Pending Active Approval (Optional)

Automatic

The Account Administrator has created the account, but it needs supervisor approval to be considered active.

Active

Manual (Automatic if Pending Active Approval is not used)

The account has been approved and is in a normal state, ready to receive usage.

Suspended

Manual

The account is no longer in an Active state, but can easily be restored to Active (use this state when the account holder is on a leave of absence, or if there is another temporary situation where the account will not log usage).

Pending Final Bill

Manual

The Account Administrator has closed the account, but the account's final bill has not yet been generated. After the system generates the final bill, the account will be closed.

Closed

Automatic

The account is no longer active and no longer receives usage or charges.

Archived

Automatic

The account is closed, and in most cases will not be visible in MetraCare or in MetraView.

Note

The Placement column indicates how the account is placed in the state.

Automatic placement indicates that the MetraNet system places the account in the state. For instance, if your configuration uses Pending Active Approval, MetraNet places an account in this state when you create the account. With Closed or Archived, MetraNet changes the account to this state after a specified period.

Manual indicates an Account Administrator or CSR needs to perform an action in order to place an account into the indicated state.

Also, depending on an account's current state, there are only certain permitted state transitions. For example, an account cannot (normally) go from Active to Closed directly: it must first go to the intermediate state of Pending Final Bill. This diagram illustrates how an account goes from one state to another (this order can be customized for your system):

The kinds of account activities allowed when an account is in any of these states can vary, based on your system's configuration. However, the following table shows each account activity, and how it can be restricted by the account's state. It also shows the default configuration (how each state will behave if MetraNet's default configuration is not changed after installation). See Examples of Account States for details.

Account Activity

Description

MetraNet Default Configuration

Rate Usage

The system applies usage data to the account and rates its usage.

Account State

Default Configuration (Yours May Vary)

Pending Active Approval

Allowed

Active

Allowed

Suspended

Not Allowed

Pending Final Bill

Allowed

Closed

Allowed

Archived

Not Allowed

Generate Recurring Charge

The system applies recurring charges to the account, such as periodic subscription fees, recurring fees for services, etc.

Pending Active Approval

Allowed

Active

Allowed

Suspended

Allowed

Pending Final Bill

Allowed

Closed

Not Allowed

Archived

Not Allowed

Generate Non-Recurring Charge

The system applies one time charges to the account such as setup and/or termination fees.

Pending Active Approval

Allowed

Active

Allowed

Suspended

Allowed

Pending Final Bill

Allowed

Closed

Not Allowed

Archived

Not Allowed

Generate Discount

The system applies discounts to the account's bill.

Pending Active Approval

Allowed

Active

Allowed

Suspended

Allowed

Pending Final Bill

Allowed

Closed

Not Allowed

Archived

Not Allowed

Apply Credits

The system allows CSRs or Account Administrators to apply credits and to the account, and/or approve credit requests.

Pending Active Approval

Allowed

Active

Allowed

Suspended

Allowed

Pending Final Bill

Allowed

Closed

Not Allowed

Archived

Not Allowed

Subscribe to Product Offerings

The system allows the account to subscribe to product offerings and/or participate in group subscriptions.

Pending Active Approval

Allowed

Active

Allowed

Suspended

Not Allowed

Pending Final Bill

Not Allowed

Closed

Not Allowed

Archived

Not Allowed

Add Charges

The system allows CSRs or Account Administrators to add charges to the account.

Pending Active Approval

Allowed

Active

Allowed

Suspended

Allowed

Pending Final Bill

Allowed

Closed

Not Allowed

Archived

Not Allowed

Generate Invoices

The system will continue to produce invoices for the account.

Pending Active Approval

Allowed

Active

Allowed

Suspended

Not Allowed

Pending Final Bill

Allowed

Closed

Allowed

Archived

Not Allowed

Account Appears in Account Manager

In Account Manager, the account is visible in an account hierarchy and can be located in searches.

Pending Active Approval

Allowed

Active

Allowed

Suspended

Allowed

Pending Final Bill

Allowed

Closed

Allowed

Archived

Not Allowed

Log Into MetraView

The account can log into MetraView.

Pending Active Approval

Allowed

Active

Allowed

Suspended

Allowed

Pending Final Bill

Allowed

Closed

Allowed

Archived

Not Allowed

Log Into Account Manager

The account can log into Account Manager.

Pending Active Approval

Allowed

Active

Allowed

Suspended

Not Allowed

Pending Final Bill

Allowed

Closed

Not Allowed

Archived

Not Allowed