Registering a Child Account with Responsibility Level 2, 3, or 4 for a Trial Plan after the Parent Account was Created using a Credit Card or an Electronic Check (ACH)

Best Practices

This is the recommended process to follow to register a child account with responsibility level 2, 3, or 4 for a trial plan after the parent account was created using a credit card or an electronic check:

1. Create the child account.
2. After the completion of the trial period, Aria automatically does the following:
   1. For a plan that is free, then rolls over to a different paid plan:
      • Assign the paid plan to the child account.
   2. For a plan that is initially free, then becomes paid:
      • Update the child account to the rollover status specified in the plan in Aria6.
      • Set the child account’s billing dates based on the date on which the trial period was completed.

For both types of plans mentioned above:

• Generate an invoice for the child account.
• Transfer the child account’s balance to the parent account.
• Generate an invoice for the parent account.
• Collect the payment from the parent account.
• Send the statement to the parent account holder.

Assumptions

The process described in this flow for registering a child account with responsibility level 2, 3, or 4 for a trial plan after the parent account was created using a credit card or an electronic check deals with:

• Creating an account with no orders.
• Making the child account’s billing date different from the parent account’s billing date.

Preconditions

Create your Trial Plans with the Desired Account Statuses

Use Aria6 to create trial plans. For each trial plan, you must do the following:

• For a plan that is free, then rolls over to a different paid plan, specify:
  • The number of free months that you are offering in the trial plan.
  • The status that an account should have when a customer registers for the trial plan.

• The paid plan to which the trial plan rolls over.

• For a plan that is initially free, then becomes paid, specify:
  • The number of free days or months that you are offering.
  • The status that an account should have when a customer registers for the trial plan.
  • The status that an account should have after the trial period is over and the paid plan goes into effect.

Postconditions

At the end of the account registration process described in the flow for registering a child account with responsibility level 2, 3, or 4 for a trial plan after the parent account was created using a credit card or an electronic check:

• A new child account exists with a trial plan assigned.
• After the completion of the trial period:
  • The child account’s billing dates are set.
  • A payment is collected from the parent account.
  • The parent account holder receives a statement.
  • If collection fails, the account goes into dunning.

Process Flow Diagram

The diagram below illustrates the recommended process for registering a child account with responsibility level 2, 3, or 4 for a trial plan after the parent account was created using a credit card or an electronic check:

Instructions

Follow the steps below to register a child account with responsibility level 2, 3, or 4 for a trial plan after the parent account was created using a credit card or an electronic check:

Step 1. Use the create_acct_complete call to create a child account.

Precondition: A customer visits your website to create a child account with responsibility level 2, 3, or 4 after the parent account was already created.

1. Set the client_no field to your Aria‐assigned ID number.
2. Set the auth_key field to your Aria‐assigned authorization key.
3. Leave the status_cd field blank. The account status is automatically set based on the status specified in the plan that the customer selected.
4. Set the do_full_invoicing field to false. This prevents the account from being invoiced at this point.
5. Set the resp_level_cd field to 2, 3, or 4.
6. Set the senior_acct_no field to the account number of the parent account.
7. Set the master_plan_no field to the number of the master plan that the customer selected for the child account.
8. Set the userid field to the customer’s user ID.
9. Set the password field to the customer’s password.
10. Set additional fields based on your company’s requirements.

Postcondition: The account is created and an account number is returned.

 
Step 2. Repeat Step 1 for each additional child account that the customer added.

Step 3. After completion of the trial period, Aria automatically does the following:

1. For a plan that is free, then rolls over to a different paid plan:

• Assigns the paid plan to the child account.

2. For a plan that is initially free, then becomes paid:

• Updates the child account to the rollover status specified in the plan in Aria6.
• Sets the child account’s billing dates based on the date when the trial period was completed.

3. For both types of plans mentioned above:

• Generates an invoice for the child account.
• Transfers the child account’s balance to the parent account.
• Generates an invoice for the parent account.
• Collects the payment from the parent account.
• Sends the statement to the parent account holder.