Simultaneously Registering a Parent Account and a Child Account with Responsibility Level 2, 3, or 4 for a Trial Plan Using the Net Terms Payment Method

Best Practices

This is the recommended process to follow to simultaneously register a parent account and a child account with responsibility level 2, 3, or 4 for a trial plan using the net terms payment method:

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.
3. For both types of plans mentioned above:

Assumptions

The process described in this flow for simultaneously registering a parent account and a child account with responsibility level 2, 3, or 4 for a trial plan using the net terms payment method deals with:

• Creating an account with no orders.

Preconditions

Create your Trial Plans with the Desired Account Statuses

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 electronic check payment flow for simultaneously registering a parent account and a child account with responsibility level 2, 3, or 4 for a trial plan:

• A parent account and one or more new child accounts exist.
• 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 simultaneously registering a parent account and a child account with responsibility level 2, 3, or 4 for a trial plan using the net terms payment method:

Instructions

It is recommended that you follow the steps listed below to register an account for a customer who is signing up for a parent account and a child account with responsibility level 2 at the same time for a trial plan:

Step 1. Use the create_acct_complete call to create the parent account.

Precondition: A customer visits your website and signs up for a parent account and one or more child accounts in the same sitting.

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 master_plan_no field to the number of the master plan that the customer selected for the child account.
6. Set the userid field to the customer’s user ID.
7. Set the password field to the customer’s password.
8. Set additional fields based on your company’s requirements.

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

Step 2. Use the create_acct_complete call to create a child account.

Precondition: A customer visits your website and signs up for a parent account and one or more child accounts in the same sitting.

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

Step 4. 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 parent and child accounts.

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

• Updates the parent and child accounts to the rollover status specified in the plan in Aria6.
• Sets the parent and child accounts’ billing dates based on the date on which the trial period was completed.

3. For both types of plans mentioned above:

• Sends the statement to the parent account holder.