Release 14.0

Accessing an Account's Visual Account Hierarchy

4.  Access an account, and click on the "View Account Hierarchy" link.

Account Hierarchy Overlay Screen

The Account Hierarchy Overlay screen displays. The selected account card (highlighted in blue), is visually represented with other account cards that comprise its account hierarchy makeup. As Parents' parents and Children's children are displayed - Up to four (4) levels of account hierarchy are displayed at any time without the need to scroll on a 1024 X 768 resolution.

Each account card in the hierarchy displays the following:

5. A colored dot indicating the account's current status:

   	Active or Permanent
   	Registered Pending Activation or Temporary Service Ban
   	Deactivated or Archived

6. Company Name, or First and Last Name of Account Contact if Company Name is not available. If there is no value for either of these first two variables, then the user will see the Account User ID.
7. A numerical value indicating the number of child accounts directly associated to the selected or highlighted account.
8. Payment Responsibility; Self Pay, Parent Pay, or Mixed (a combination of Self Pay, and Parent Pay).
9. Account Currency.
10. Full Balance owed.

Account Card's "View Details" Link

11. Clicking on an account card's "View Details" link opens a window that displays the account's:
    1. Account Number
    2. Last Invoice Date
    3. Last Invoice Amount
    4. Service Credits currency amount available on the account
    5. Number of Master / Supplemental Plan instances subscribed to by the account
12. Clicking on an account card's >View Details>Last Invoice Amount>"PAYMENTS" link returns the user to the Aria application to access the account's "Payments & Credits" screen. From here, a user can view the account's recent payments and initiate a payment, or perform other account actions using the screen tabs at the top of the screen, and / or navigation menu to the left.
    
13. Clicking on a selected account card's >View Details>Plan Instances>"View All" link returns the user to the Aria application to access the account's "Plans" screen. From here, a user can view an account's plan detail, plan payment responsibility, or perform other account actions using the screen tabs at the top of the screen, and / or navigation menu to the left.
    
14. To return to the Account Hierarchy Overlay screen, first click on the "Account Overview" tab within the Accounts menu.
15. Then click on the account's "View Account Hierarchy" link.

Navigating Through Other Accounts on the Account Hierarchy Overlay Screen

16. Click on another Account Card displayed on the Account Hierarchy Overlay screen.
17. The original account card selected is now outlined in orange.
18. The new account card selected is now highlighted in blue.
19. Any children accounts associated with the newly selected account card are displayed.

20. Click on an account card's "View Account" link to return to the Aria Application to view the account's "Account Overview" screen.
    
21. Click on the account's "View Account Hierarchy" link.
    
22. The Account Hierarchy Overlay screen displays showing the account hierarchy for this account. Click on any Parent or Children account cards of the selected account to expand the selected accounts' account hierarchy tree.
    
23. Click on the Account Overlay screen's "X" at any time to close, and return to the original selected account's "Account Overview" screen in the Aria Application.