Note: Approve check box appears if the user does
not have the privilege Auto Approve Top Up.Top up screen is used to top up the plans having same rate plan.
To top up a plan:
On the Order Management module, click Top Up.
Retrieve details of the customer for whom you want to top up a plan. The customer details appear on the screen. The existing contracts with details like contract number, plan name, start date, and end date appear in the List of Existing Contracts grid.
Note: Future Dated Order grid with Top Up Request Date, Effective Date and Plan appears only if there are any Future Dated Orders.
Select the radio button against the contract number which needs a top up. The list of plans available in the contract appear in Plan Name drop down.
In the Plan Name drop-down, select the plan, which needs top up. The selected plan details like plan name, duration, price, and usage limit are displayed.
In the Salesman Code drop-down, select the employee (Note: Salesman code is captured in order to calculate commissions based on the bookings made by a salesman).
Enter notes, if any.
Select the Approve check box and click the Save button to top up the selected plan.
Note: Approve check box appears if the user does
not have the privilege Auto Approve Top Up.