Chargeback Team Maintenance

If you edit this topic, review Chargeback Team Maintenance Database Information.

Menu Path: Accounts Receivable Images\bluerarw.gif Module Setup Images\bluerarw.gif Chargebacks Images\bluerarw.gif Chargeback Team Maintenance

Purpose

Overview

Use Chargeback Team Maintenance to define valid chargeback teams and users that are assigned to those teams.

Chargeback team members only have access to billing customers that are in their team(s) when running the following programs:

Every billing customer must be assigned to a chargeback team.

Adding Chargeback Teams

To add a new chargeback team:

  1. Click the New button in the ribbon.

  2. Enter a chargeback team name in the Chargeback Team field.

  3. Enter a description of the chargeback team in the Description field.

  4. Select users to add to the chargeback team in the Eligible Members grid, and then click Add. You can also double-click a user to add it, or click Add All to add all users.

  5. Click the OK button in the ribbon. The chargeback team is created.

Updating Chargeback Teams

To update a chargeback team:

  1. Display the chargeback team you want to update.

  2. Click the Update button in the ribbon.

  3. Update the chargeback team information as necessary. To remove a team member, select the user ID in the Team Members grid, and then click Remove. You can also double-click a user ID to remove it, or click Remove All to remove all users.

  4. Click the OK button in the ribbon. The chargeback team is updated.

Deleting Chargeback Teams

To delete a chargeback team:

  1. Display the chargeback team you want to delete.

  2. Click the Delete button in the ribbon.

  3. Click the OK button in the ribbon. The chargeback team is deleted.

Note You cannot delete a chargeback team if it has already been assigned to a billing customer.

Changing Billing Customer’s Team Assignment

To change the chargeback team for a specific billing customer:

  1. Select the chargeback team to which the customer is currently assigned.

  2. Click the Show Data button in the ribbon.

  3. Click the Update button in the ribbon.

  4. Double-click the cell in the Team column in the Billing Customers grid for the billing customer that you want to move to a different chargeback team.

  5. Double-click a new chargeback team for the customer.

  6. Click the OK button in the ribbon. The chargeback team is updated.

To change all of the billing customers in a chargeback team to another chargeback team:

  1. Select the chargeback team from which you want to transfer.

  2. Click the Global Update button in the ribbon. The Team Selection window appears.

  3. Select the chargeback team to which you want to transfer.

  4. Click the OK button in the ribbon. The Warning dialog box appears, and asks you to confirm whether you want to assign all customers to the selected team.

  5. Click the Yes button. The update is completed.

For database information for this window, see Chargeback Team Maintenance Database Information.

Ribbon Home Tab Buttons

Button

Description

Exit

Click this button to close the Chargeback Team Maintenance window.

New

Click this button to create a new chargeback team.

Update

Click this button to update the selected chargeback team.

Delete

Click this button to delete the selected chargeback team.

Show Data

Click this button to display all billing customer information in the Billing Customers grid for the selected chargeback team.

OK

Click this button to accept an action. This button is only available if you click the New, Update, or Delete button in the ribbon.

Cancel

Click this button to cancel an action. This button is only available if you click the New, Update, or Delete button in the ribbon.

First

Click this button to display the first chargeback team.

Prev

Click this button to display the previous chargeback team.

Next

Click this button to display the next chargeback team.

Last

Click this button to display the last chargeback team.

Global Update

Click this button to display Team Selection, which allows you to a select a chargeback team to which to assign all customers that are currently assigned to the selected customer.

Fields and Buttons

Field or Button

Description

Chargeback Team

Enter a chargeback team name, or click the Lookup button to select an existing chargeback team.

Description

Enter a description of the chargeback team.

Main Tab Fields and Buttons

Field or Button

Description

Eligible Members

This grid displays the user ID's of people that can be added to the chargeback team. A user is only listed if the Allowed to Process Chargebacks check box is selected for their user ID in User Extended Options

Add

Click this button to add the selected user ID in the Eligible Members grid to the Team Members grid.

Add All

Click this button to add all user ID's in the Eligible Members grid to the Team Members grid.

Remove

Click this button to remove the selected user ID in the Team Members grid.

Remove All

Click this button to remove all user ID's from the Team Members grid.

Team Members

This grid displays the user ID's of people in the selected chargeback team.

Billing Customers

This grid displays billing customer information for the customers assigned to the selected chargeback team (after you click the Show Data button in the ribbon). This grid includes the following columns:

  • Billing Customer Name - This column displays the name for each billing customer assigned to the chargeback team.

  • Billing Cust Code - This column displays the customer code for each billing customer assigned to the chargeback team.

  • City - This column displays the city for each billing customer assigned to the chargeback team.

  • State - This column displays the state for each billing customer assigned to the chargeback team.

  • Postal Code - This column displays the postal code for each billing customer assigned to the chargeback team.

  • Team - Enter the chargeback team assigned to each billing customer or double-click to select a chargeback team for the customer. You can only change the chargeback team for customers if you are creating or updating a chargeback team.

  • Division - This column displays the chargeback division assigned to each billing customer.

  • Group - This column displays the chargeback group assigned to each billing customer.

Double-click a customer to display Customer Maintenance, which allows you to view and update information for the customer.

Note If you are not authorized to use Customer Maintenance, the Customer Inquiry window appears instead, and allows you to view information for the customer.