Document number: 18016

 

Updating a Site Profile Status

The Account Manager should review and resolve all Open cases with the case owner prior to updating the Site Profile status. Prior to changing the status, please check the following:

• Is there a contact still linked as a Project Bill To or Ship To contact? If so, this contact will need to be "unlinked". For detailed information, see the following documents:
  
  • For information about "unlinking", see document 18011 — Unlinking a record in Vantive.
  • For information about changing the status of a Bill To or Ship To contact, see document 18002 — How to update a contact status.

The Account Manager changes the status to "Inactive Pending A/R". The status change triggers a notification to Finance.

Finance reviews the customer's receivables history and, upon completion of the review, changes the Site Profile status to "Inactive". The status change to "Inactive" does the following:

• Deletes all Site Contacts from the Site Profile
• Changes all associated Licensed Products and Componenets to "Inactive".
• Triggers a notification to the Account Manager of the status change.

If the customer has no other active Site Profiles, the Customer Profile status will also be set to "Inactive".

 

 

 

 

 

Created by the PeopleSoft Knowledge Management Team.
Copyright © 1998 All rights reserved.
Created: pjb 07/13/1998
Revised: pjb 07/15/1999