Account Search

Search for an Account

To search for an account:

1. Click the Accounts switch (the Usage/Account toggle) in the navigation pane. The navigation bar adjusts for Accounts view.
2. The activity pane displays the account search results. A default search runs automatically, showing the most recent accounts at the top of the table.
3. Click the ID link in an account row to set that account as the active context. The navigation options in the navigation bar become available for the selected account.

[Screenshot: Account search results with an account selected as context—suggested filename: allegro-account-search-context-selected.png]

To return to the account search page at any time, click the Home link in the navigation bar.

Account Search Filters

Use the following filters to narrow your account search results:

• Account Number—Search by exact account number.
• Client Account ID—Search by exact client account ID linked to the account.
• Account Status—Search by exact Aria Allegro account status, selected from the dropdown.
• Billing Status—Search by exact core Aria account billing status. All core Aria status values are supported.
• Parent ID—Search accounts within a hierarchy by exact parent ID.
• User ID—For accounts with self-care access enabled, search by user ID.
• Account Type—Search by account type. DIRECT_CUSTOMER is the default account type unless specified otherwise.

Click the column sort attributes in the results table to sort ascending or descending.

Key attributes to review for usage processing include:

• Status—The current Aria Allegro status of the account.
• Billing Status—The current core Aria billing status of the account.
• Billing Status Reason—The reason associated with the core Aria billing status.
• Effective Date—The date the account becomes effective. Aria Allegro cannot process usage records dated before this date.
• Currency—The currency associated with the account's primary currency.
• Has Children—A flag indicating whether the account is a parent in an account hierarchy.

Account Overview

The account data displayed in the search results row also appears on the Account tab when you select an account. This tab provides a summary of the account's core attributes.

[Screenshot: Account tab showing account overview data—suggested filename: allegro-account-overview-tab.png]

Account Hierarchy

Aria Allegro displays account hierarchy data inherited from core Aria. Aria Allegro does not restrict the depth or width of the hierarchy.

The account hierarchy view displays two levels by default. Click any node to expand additional levels. If no node link appears below an account, that account is a leaf node in the hierarchy.

[Screenshot: Account hierarchy view showing node tiles—suggested filename: allegro-account-hierarchy-view.png]

Key points for the account hierarchy view:

• Each account in the hierarchy appears as a tile displaying key attributes for identification.
• The tile header bar uses color to indicate node status:
  • Active accounts appear in Aria Blue.
  • Inactive accounts appear in yellow.
  • Closed or cancelled accounts appear in grey.
• The color legends also act as filters. Click a color legend to display only accounts with that status.