Next Account ID Number Sequencing

See attached document for complete details. 

Attached is a document explaining Next Account ID Number Sequencing in Global Settings. It goes through different scenarios of configuration and the results they produce in ASPIRE.

• Related Articles

• Duplicate Account Identification and Removal

  See attached document for complete details. The attached document outlines the process for identifying duplicate accounts, disassociating related contracts and merging with main account, and removing or inactivating the duplicate accounts.

• ASPIRE Change Tracking

  See attached document for complete details. This document will identify the areas within ASPIRE that track changes to particular parts of a contract or account. Table of Contents Contract Changes Equipment records’ History tab Collateral records’ ...

• Bulk Pool ID Update

  Bulk Pool ID Update There are various situations in which updating the Pool ID will allow you to process updates in Bulk through the Tasks > Bulk Contract Processing function in ASPIRE. The Pool ID can be used to select the contracts for update. ...

• Automation and Contract Profiles Training

  Please see the attachments for detailed information, recording available from within the Vimeo weblink Three Attachments available + a link for the Recorded Training: 1. Detailed notes that accompany the Recording, titled "Detailed Notes - Automation ...

• Account Status Field in Account Work Queues

  When I bring up an Account work queue, the Account Status is either blank, “Approved” or “Active”. What do each of these mean and how does it get changed? Does “Active” indicate that the account is attached to a contract? The Account Status is set on ...