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Account Statuses

Overview

The following tables outline the details and properties of each account status.

Account Statuses

Provided below is a list of account statuses, their descriptions, and how the status may occur (i.e. manually or systematically).

Status Status Description How Status Occurs Source
Active Account is in good standing.

When account is initially created via CSR, UI, or API.

When queued to be in active status.

Manual

-or-

System
Registered Pending Activation1 Account has been registered via UI, but either account contact has not yet responded to an account activation email, or some other validation needs to occur. When an account is initially created via CSR, UI, or API, but requires a follow-up action. Manual
Permanent All plans under this account are never invoiced. When an account is initially created, via CRS or API. Manual
Deactivated Everything under the account status is disabled and all plan statuses are terminated.

When an admin user deactivates the account via UI or API.

After a pre-defined number of days, when all master plan instances are either suspended, cancelled, or terminated.

Manual

-or-

System
Archived2 Account is not operational.

When a CSR or admin user archives the account via UI or API.

When an account is systematically archived from a Deactivated status.

Manual

-or-

System
Temporary Service Ban Account is temporarily banned. However, there is no effect on account billing. Account can be temporarily banned by a CSR or an API. Manual
  1. The Registered Pending Activation status is only at the account level and does not impact the activation of plans.
  2. Deactivated accounts automatically get placed into an Archived status after 180 days.

Note: Per PCI compliance, Aria moves Deactivated accounts to an Archived status after 180 days, by default. When an account goes into an Archived status, the payment method is removed.

Account Status Properties

Status Status Code Create/Modify Master Plan Instance Automated Recur Bill Supported? Automated Electronic Collection? Order Creation Allowed? Order Invoice Allowed? Order Fulfillment Allowed?
Active 1 Yes Yes Yes Yes Yes Yes
Registered Pending Activation 32 Yes3 No Yes6 Yes6 Yes6&7 Yes
Permanent4 99 Yes No Yes Yes No Yes
Deactivated 0 No No No No No No
Archived -99 No No No No No No
Temporary Service Ban 51 No Yes5 Yes No Yes Yes
  1. All plans should be in a non-billable status.
  2. The Permanent status is intended for use by only your employees. Accounts in the Permanent status are never invoiced. Examples: you can use this status for testing purposes or for your employees to receive free services.
  3. Includes pre-existing order charges.
  4. Only if this parameter is set to True: Allow Billing Activity and Subscription Changes on Non-Operational Plans and Accounts (under Configuration > Client Settings > Miscellaneous Settings).
  5. Invoices queued for anniversary date will not be billed as this status does not generate a recurring bill.

 

Associated Client Parameters 

Days_Before_Deactivation

The Days Until Account Status is Changed from Suspended to Terminated client parameter (Configuration > Client Settings > Miscellaneous Settings) adjusts the number of days that a suspended account goes into a "Terminated" status. The default setting for this parameter is 60 days.

Gen_Final_Inv_On_Cancel_Or_Terminate_Pending_Status

The Generate Final Invoice on Pending Cancellation or Pending Termination Status client parameter (Configuration > Billing > Invoice Settings) controls when a final invoice is generated when an account is put into a "Pending Cancellation" or "Pending Termination" status.

Test_Acct_Live_Days

The Test Account "Days to Live" client parameter (Configuration > Client Settings > Miscellaneous Settings) adjusts the number of days that a "test account" goes into a "Terminated" status. The default setting for this parameter is 5 days.

 

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