Navigate Account
This section explains how to view account information to identify errors requiring reprocessing. Users cannot modify accounts in Aria Allegro because the data is read-only; related objects are managed in core Aria or external CRM applications. Make changes in core Aria or the external CRM application; these updates reflect automatically in Aria Allegro via the data feed engine.
Use the Accounts section in Aria Allegro to view account information and identify errors that require reprocessing. Account data in Aria Allegro is read-only. To modify account data, make your changes in core Aria or your external Customer Relationship Management (CRM) application. Aria Allegro receives these updates automatically through the data feed engine.
This topic covers:
- Account search
- Account subscription data
- Usage billing data
- Account activity
- Account Search
- Account search lets you find and select an account to set as the context. You can then navigate all account and subscription data for that account.
- Account Subscription Data
- This article explains how Aria Allegro represents each Master Plan Instance as a subscription object and how users can navigate an account’s subscriptions, service units, price units, and related contract data through the Subscriptions workspace. It details the key attributes, statuses, effective dates, and navigation behaviors of subscription, plan instance, service unit, price unit, and discount unit views used for usage processing and pricing analysis.
- Usage Billing Data
- This article explains how to access and interpret Usage Billing Data in Aria Allegro, focusing on balances, billing profiles, and bill units at the account level. It details how balance groups track currency, allowance, and accumulator resources, how billing profiles manage billing cycles and key dates, and how bill units represent individual usage billing cycles for monetized records.
- Account Activity
- This article explains how to use the Account Activity view in Aria Allegro to see account-specific sync, usage, and billing data that mirror broader Usage Operations and Aria Sync views but are scoped to a single account. It walks through accessing this view and its tabs—Sync Activity, Monetized Usage Summary, Monetized Usage, Monetized Non-Usage, and Billing Aggregated Usage—to provide a complete picture of an individual account’s monetized and aggregated records.