Overview

The Notify Account tab allows an operator to add free SMS to any installation. The total number of SMS entered by the operator expires one year from the entry date. If a user enters more than one record, all of the non-expired entries represent the total number of available SMS for the installation.

Option sdi002 must be on to use this feature. If this option is off when actions are complied, the actions that control this tab are not available in Action Profiles (program #1502).

Note: This feature is currently for Company 120.

This document covers the following topics:

Navigating to Notify Account

The Notify Account Tab

Viewing SMS Entries

Adding SMS Entries

Changing SMS Entries

Navigating to Notify Account

Use the following steps to navigate to the Action Plans tab:

1. From the main SBN toolbar, select Menu.

2. From the drop-down menu, select Go To.

3. In the Go To Program dialog box, type in "559" and press Enter.

w Data Entry Master and Basics opens.

4. Choose the Notify Account tab in the lower pane of Data Entry.

The Notify Account Tab

The following graphic shows the Notify Account tab with SMS entries displayed.

Field/Column Descriptions

The following table describes the fields and columns used in the Notify Account tab.

Field/Column	Description
Initial Count	The number of free SMS the operator initially assigned to the installation for the selected entry.
Remaining Count	The remaining number of SMS on the installation for the selected entry.
Price	Price per SMS, if any, customer is charged.
Total Remaining Count	Total remaining number of SMS for the installation. This number includes the Remaining Count for all entries.
Reason	Reason operator assigned free SMS to the installation.
User ID	ID of the user who entered the SMS entry. This field is read-only.
Create Date	Date the user entered the SMS entry for the installation. This field is read-only.
Expiration Date	Date the free SMS expire. This field defaults to one year after the operator created the entry.

Viewing SMS Entries

You can view the details of an SMS entry in the fields in the bottom pane.

Use the following steps to view the details of an entry:

1. Select the entry for which you want to view details.

2. Double-click your selection or choose Get.

w The fields in the bottom pane display the details of the selected entry.

Adding SMS Entries

Use the following steps to add a new entry:

1. Choose New.

w The fields in the bottom pane open for changes.

2. Complete the Initial Count and Reason fields. Complete the remaining fields, as desired.

3. Choose Save.

w SBN adds the entry to the list of defined SMS entries.

Changing SMS Entries

Use the following steps to change the details of an entry:

1. Select the entry you want to change.

2. Choose Change.

w The fields that can be changed open for changes in the bottom pane.

3. Enter changes, as needed.

4. Choose Save.

Related Programs

The following table lists programs related to the Notify Account tab.

Program	Number	Document Link	Description
Data Entry Master and Basics	559	Data Entry Master and Basics	The program from which you can access the Notify Account tab.

Button Functions

The following table displays the buttons, describes the shortcut keys, actions, and functionality.

Button	Name	Shortcut Key	Action	Description
	Get Record	alt+F1	559/671	View the details of the SMS entry.
	Change Record	F2	559/672	Change the SMS entry.
	New Record	F3	559/673	Create a new SMS entry.
	Previous Record	F4	559/674	Select last record.
	Next Record	F5	559/675	Select next record.
	Exit	Esc	559	Exit without saving.
	Save	Enter	559	Save existing record.