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Adding customer account under Master Account

Upasana Mukherjee
  • Updated

Overview

You want to include a set of accounts under a Master Account for a customer. This is so the customer can locate the accounts under the master account when they access the online portal (CSR site).

 

 

Solution

Open a Support ticket with the accounts that need to be linked to the Master Account. We will include the set of given accounts under the given Master Account and inform you once done.

 

<supportagent>

Pre-requisite

Steps

1. Run the following select query to get the CustID for the given accounts and Master Account.
Note the CustID column for each account and Master Account in the query result.

select * 
from Customer 
where custNo in ('003301368', '004285458')

2. Run the following update query for each given account that needs to be included under the given Master Account.
Replace the parameters MasterCustID and BillCustID with the CustID value for the Master Account found from the previous step.

Replace the parameter CustID with the CustID value for a given account from the previous step.

Update Customer 
SET MasterCustID = 1731393, BillCustID = 1731393 
where CustID = 2136074

3. Run the following select query for each given account that needs to be included under the given Master Account.
Replace the parameter CustID with the CustID value for a given account found in step 1.
Note the CustomerHierarchyID column value in the query result.

select * from CustomerHierarchy 
where custid = 2136074 
order by customerhierarchyid

Applicable for client Spark Energy
In case the query result returns multiple rows, it is required to pick the CustomerHierarchyID from the row where the below conditions are both true:

  • MasterCustID and RootCustID values are both non-null and not 10001, and
  • the Depth and SortOrder values are the highest.

4.  Run the following update query for each given account that needs to be included under the given Master Account.
Replace the parameters MasterCustID and RootCustID with the CustID value for the Master Account found from step 1.
Replace the parameter CustomerHierarchyID with the CustomerHierarchyID value for a given account from the previous step.

Update CustomerHierarchy 
set rootcustid = 1731393, mastercustid = 1731393 
where CustomerHierarchyID = 3087866

</supportagent>

 

Testing

Once we confirm that the given accounts have been added to the Master Account, you can verify in the CSR site that the invoices from the accounts reflect on the Master Account.

Steps

  • Log into the CSR site. Search for the Master Account.
  • Navigate to the tab AR Summary. Under Master AR Summary, the child accounts are displayed with the columns Balance, Current.
  • Click on a particular Master Invoice # to display the child Invoice # and invoice details. This same child invoice will be found in the corresponding child account as well.