Access Management and Billing (AMB)
- David Haskell (Unlicensed)
- Tony Browne (Unlicensed)
- Brendan Tobin (Deactivated)
Summary / TL:DR
This article serves as a reference page and will provide information to better understand AMB, or Access Management and Billing, type orders in Advantage.
12 min read
Note
Note that some field names and locations may vary slightly based on individual scripts used at Customer Activity.
Table of contents
Scripts
Agreement Summary
Access Service | An Access Service is a high level code which houses all the Access Items being offered. There is one Access Service per affiliate. |
Agreement ID | Unique identifier of the agreement. |
Agreement Status | The statuses of an agreement:
|
Service Period | The service length of time for the agreement. |
Start Date | The date the agreement first starts |
Expiry Date | Date the agreement will expire |
Final Expiry Date | Date the agreement will expire including any future terms |
Added on | Date and user who added the agreement |
Type | The agreement type categorizes an agreement as to how it is paid for:
|
Added On | Date the agreement was added to Advantage |
Term | Number associated with the amount of times a customer has renewed/ordered an agreement. For example, the first time the customer orders, the Term Number is 1. When the term renews, that new term is term 2. |
Version | Version number of the agreement. Each time a change is made to an agreement, a new version is created. |
Released? | Indicates if the agreement version has been released. |
Posted? | Indicates if the agreement version has been posted. |
Updated on | Date and user who last updated the agreement. |
Last Renewal Date | The date a renewal last took place |
Last Renewal Effort | The last renewal effort associated to the agreement. |
Last Renewal Promotion | The most recent renewal code assigned to the agreement during the renewal process. |
Times Renewed | The number of times the customer has renewed their agreement. |
Additional Agreement
Item Description | Displays the title of the Access Service the customer is subscribed to. |
Access Service Description | The description of the access service the agreement item is associated with. |
Access Item | Item number(s) that the agreement is for. |
Access Service | The Access service ID that the agreement is associated with. |
Subscription Type | A code for describing a group of similar subscriptions. |
Package | Displays the package item number if the agreement is part of a package. Click the hyperlink to get more information on the package. |
Billing Currency | The currency the order was billed in. |
Unit Price | The price per unit. |
Gross Amount | The gross amount of the agreement. |
Net Sales Amount | The net sales amount of the agreement. |
Current Term Versions
Note
These are the default customized columns from this screen. There are more columns available.
Show Unreleased Versions | When checked, will display unreleased versions in the list frame. |
Show Historical Versions | Displays historical versions in the list frame. |
Show Deleted/Canceled Components | When checked, will display deleted and/or cancelled components in the list frame. |
Hide Package Components | When checked, will hide package components in the list frame. |
Agreement Term | Term number associated with the transaction. |
Agreement Version | Version of the agreement associated with the transaction. |
Service Period | This is the length of time the service run for until it is either renewed or naturally expires. |
Agreement Status Description | The status of the agreement associated with the transaction. |
Module | Displays AMB for Access Management and Billing. |
Item Number | The Access Item that the agreement is associated with. |
Item Number Description | Displays the name of the access item. |
Billing Status Description | The billing status associated with the transaction. |
Unit Price | Shows the current price of the agreement. |
Renewal Handling | Displays the renewal flag for the agreement. |
Date Posted | The date the payment has posted for the agreement. |
Inquire | Agreement Access Points dialog box. |
Inquire Item | Item Overview dialog box (blue tower). |
Inquire Agreement | Access Agreement Entry dialog box. |
Bill-to Ship-to
In general, agreements only have a participant shown here as the bill-to customer.
Note
When searching for an account at Customer Activity, you are by default searching by the bill-to customer. This means that if the customer has different account numbers associated with their bill-to and ship-to, the agreement will only show up in Customer Activity if you are looking at the bill-to customer. Nothing for that agreement will display under the ship-to account number. You can change this search by selecting Receiving Customer as your Search By
Website Login
From this tab you can add, change or delete a login associated with the agreement.
Note
These are the default customized columns from this screen. There are more columns available.
Authentication ID | Unique identifier of the login. |
Auth Group Description | The authentication group associated with the agreement's login. Some affiliates have one auth group for their site, while others have multiple auth groups setup based on their infrastructure of their website. |
Auth Type | Displays the field to determine where the username/password will be displayed: If the Auth Type is L... If the Auth Type is E... |
Auth Type Description | Displays information related to the Authentication Value field. And will denote whether it is a customers email address or a website login ID. |
Authentication Value | The username the customer uses to log in to the website. Generally this will be the customer's email address. |
Email Address | If the Auth Type is L, this is the username for the website login. |
Password | If the Auth Type is E, this is the username for the website login. |
Record Status | The status of the login.
|
Last Login | Date and time of the last login the customer did on the website. |
Last Updated | Shows the date the displayed information was last updated |
Last Updated By Description | Name/identity of the last user to update the login record. |
Note
The field ‘Password’ contains the customer’s password for the website, however it should never be provided to the customer over the phone or by email for security purposes. Therefore, we don’t recommend adding this field to your display.
Auto-Charge Information
If the customer is not on automatic renewal, this will display:
To change or update a credit card on file, go here.
Email Addresses
These email addresses are used for the email fulfillment associated with an agreement. Customer's can add multiple email addresses to an agreement to receive emails to multiple email addresses. From this tab you can edit, change and add email addresses.
Note
These are the default customized columns from this screen. There are more columns available.
Customer Number | Customer number associated with the email address. |
Participant Name | Name of the agreement participant. |
Access Service | Item number associated with the access service. |
Access Item | Item number associated with the access item. |
Sequence | Unique identifier of the email address. |
Email Address | The email address on file for the agreement. |
Email Valid | Displays if the email address is a valid email. This flag changes if bounces are received from emails sent to that address. |
Email Status Description | The status of the email address.
|
Owning Org | Displays the owning org associated with the agreement. |
Last Updated | Displays the date the agreement was last edited. |
Last Updated By | Shows the name of the agent that last updated the account. |
Invoices / Payments
This is a condensed version of what is available from the Invoices & Payments screen used to display simplified information on basic transactions. It is recommended that when complicated transactions are involved to use the Invoices & Payments screen. From this tab you can Add Payment to an open invoice.
Note
These are the default customized columns from this screen. There are more columns available.
Trans. Date | Date of the transaction. |
Trans. Nbr | Order number of debit number of the transaction. |
Applied to | The order number or debit number the transaction was applied to. |
Source | The system name the transaction is associated with.
|
Trans. Type | The type of transaction.
|
Transaction Status Description | The status of the transaction. |
Total Amt. | The amount debited/credited. |
Remaining Amt. | The amount remaining that has not been paid/credited. |
Billing Currency | The currency the order was billed in. |
Payment Code | The type of credit card used for the transaction. |
Payment Nbr | The credit card number used for the transaction. This field is masked to only display the last 4 digits. If the payment is by check, the check number will display here. |
Credit or Debit | Shows if the transaction was a debit or credit. |
Posted | Displays if the transaction has been posted. |
Debit Fully Paid | Displays a Y if the debit is fully paid. N if not fully paid. |
Due Date | The date the payment is due. This is primarily used for when payments are spread out with installment billing. |
Payment Type | The type of payment used. CC = Credit Card. CK = Check. |
Install Bill Code | This will give the agents an idea of what payment terms the current agreement is under. i.e 10M would mean the invoice is payable over 10 monthly installments. |
Email Sent History
Note
These are the default customized columns from this screen. There are more columns available.
Email History by Owning Organization and Item Number | Shows e-mail fulfillment history records when checked. |
Unique ID | Unique identifier of the email sent. |
Email Address | The email address on file for the agreement. |
Date Sent | Date the email was originally sent to the customer. |
Time Sent | Time the email was originally sent to the customer. |
Status Description | The status of the email sent.
|
Bounce Reason | The reason for the bounce - currently all are recorded as Bounce. |
Email Subject | Description from Message Central of the email sent to the customer. Not necessarily the subject line of the email, this is controlled by what is entered in Message Central. |
Previous Terms
Every time the customer is rolled into a new term, the details of the old terms are available here. Use Inquire to display more information about the previous term.
Note
These are the default customized columns from this screen. There are more columns available.
Show Unreleased Versions | When checked, will display unreleased versions in the list frame. |
Show Historical Versions | Displays historical versions in the list frame. |
Show Deleted/Canceled Components | When checked, will display deleted and/or cancelled components in the list frame. |
Hide Package Components | When checked, will hide package components in the list frame. |
Agreement Term | Number associated with the amount of times a customer has renewed/ordered an agreement. For example, the first time the customer orders, the Term Number is 1. When the term renews, that new term is term 2. |
Agreement Version | Version of the agreement associated with the transaction. |
Agreement Status Description | The status of the agreement associated with the transaction. |
Module | Displays AMB for Access Management and Billing. |
Item Number | Item number associated with the agreement. |
Item Number Description | Displays the name of the access item. |
Customer Number | Customer number associated with the agreement. |
Billing Status Description | The billing status associated with the transaction. |
Renewal Future Terms
Use Inquire to display more information about the renewal future term. From this tab you can also perform modifications to this term.
Note
These are the default customized columns from this screen. There are more columns available.
Note
Future AMB terms can be Modified by selecting Add Version or Canceled by selecting Cancel/Return Selected Order Line from this tab.
Show Unreleased Versions | When checked, will display unreleased versions in the list frame. |
Show Historical Versions | Displays historical versions in the list frame. |
Show Deleted/Canceled Components | When checked, will display deleted and/or cancelled components in the list frame. |
Hide Package Components | When checked, will hide package components in the list frame. |
Agreement Term | Number associated with the amount of times a customer has renewed/ordered an agreement. For example, the first time the customer orders, the Term Number is 1. When the term renews, that new term is term 2. |
Agreement Version | Version of the agreement associated with the transaction. |
Agreement Status Description | The status of the agreement associated with the transaction. |
Module | Displays AMB for Access Management and Billing. |
Item Number | Item number associated with the agreement. |
Item Number Description | Displays the name of the access item. |
Customer Number | Customer number associated with the agreement. |
Billing Status Description | The billing status associated with the transaction. |
Original Order Lines
Wrap up
You should now have a better understanding of AMB, or Access Management and Billing, type orders in Advantage.
Still need help?
We know this can be frustrating. To get further help please open a Support ticket.
Related Content
FAQs - Change Customer Account Information in Advantage
FAQs - Billing Suspension Payment
Level up with a Masterclass
Advantage Customer Service: Account Maintenance
Advantage Customer Service: Invoices & Payments
Cannot find the article you’re looking for?
Suggest a new article here!