# About Account States

An account's state determines the actions you can perform on it, as well as certain MetraNet system behaviors.

Your system's Account States can vary, depending on how MetraNet has been configured. For your system, one or more of the states described here may be omitted. Also, the kinds of account activities allowed when an account is in any of these states can vary based on your system's configuration. See your system administrator for details regarding your MetraNet installation.

These are the default Account States provided with MetraNet:

Account State | Placement | Description
Pending Active Approval (Optional) | Automatic | The Account Administrator has created the account, but it needs supervisor approval to be considered active.
Active | Manual (Automatic if Pending Active Approval is not used) | The account has been approved and is in a normal state, ready to receive usage.
Suspended | Manual | The account is no longer in an Active state, but can easily be restored to Active (use this state when the account holder is on a leave of absence, or if there is another temporary situation where the account will not log usage).
Pending Final Bill | Manual | The Account Administrator has closed the account, but the account's final bill has not yet been generated. After the system generates the final bill, the account will be closed.
Closed | Automatic | The account is no longer active and no longer receives usage or charges.
Archived | Automatic | The account is closed, and in most cases will not be visible in MetraCare or in MetraView.

| Note | The Placement column indicates how the account is placed in the state. Automatic placement indicates that the MetraNet system places the account in the state. For instance, if your configuration uses Pending Active Approval, MetraNet places an account in this state when you create the account. With Closed or Archived, MetraNet changes the account to this state after a specified period. Manual indicates an Account Administrator or CSR needs to perform an action in order to place an account into the indicated state.

Also, depending on an account's current state, there are only certain permitted state transitions. For example, an account cannot (normally) go from Active to Closed directly: it must first go to the intermediate state of Pending Final Bill. This diagram illustrates how an account goes from one state to another (this order can be customized for your system):

The kinds of account activities allowed when an account is in any of these states can vary, based on your system's configuration. However, the following table shows each account activity, and how it can be restricted by the account's state. It also shows the default configuration (how each state will behave if MetraNet's default configuration is not changed after installation). See Examples of Account States for details.

Account Activity | Description | MetraNet Default Configuration
Rate Usage | The system applies usage data to the account and rates its usage. | Account State | Default Configuration (Yours May Vary)
Pending Active Approval | Allowed
Active | Allowed
Suspended | Not Allowed
Pending Final Bill | Allowed
Closed | Allowed
Archived | Not Allowed
Generate Recurring Charge | The system applies recurring charges to the account, such as periodic subscription fees, recurring fees for services, etc. | Pending Active Approval | Allowed
Active | Allowed
Suspended | Allowed
Pending Final Bill | Allowed
Closed | Not Allowed
Archived | Not Allowed
Generate Non-Recurring Charge | The system applies one time charges to the account such as setup and/or termination fees. | Pending Active Approval | Allowed
Active | Allowed
Suspended | Allowed
Pending Final Bill | Allowed
Closed | Not Allowed
Archived | Not Allowed
Generate Discount | The system applies discounts to the account's bill. | Pending Active Approval | Allowed
Active | Allowed
Suspended | Allowed
Pending Final Bill | Allowed
Closed | Not Allowed
Archived | Not Allowed
Apply Credits | The system allows CSRs or Account Administrators to apply credits and to the account, and/or approve credit requests. | Pending Active Approval | Allowed
Active | Allowed
Suspended | Allowed
Pending Final Bill | Allowed
Closed | Not Allowed
Archived | Not Allowed
Subscribe to Product Offerings | The system allows the account to subscribe to product offerings and/or participate in group subscriptions. | Pending Active Approval | Allowed
Active | Allowed
Suspended | Not Allowed
Pending Final Bill | Not Allowed
Closed | Not Allowed
Archived | Not Allowed
Add Charges | The system allows CSRs or Account Administrators to add charges to the account. | Pending Active Approval | Allowed
Active | Allowed
Suspended | Allowed
Pending Final Bill | Allowed
Closed | Not Allowed
Archived | Not Allowed
Generate Invoices | The system will continue to produce invoices for the account. | Pending Active Approval | Allowed
Active | Allowed
Suspended | Not Allowed
Pending Final Bill | Allowed
Closed | Allowed
Archived | Not Allowed
Account Appears in Account Manager | In Account Manager, the account is visible in an account hierarchy and can be located in searches. | Pending Active Approval | Allowed
Active | Allowed
Suspended | Allowed
Pending Final Bill | Allowed
Closed | Allowed
Archived | Not Allowed
Log Into MetraView | The account can log into MetraView. | Pending Active Approval | Allowed
Active | Allowed
Suspended | Allowed
Pending Final Bill | Allowed
Closed | Allowed
Archived | Not Allowed
Log Into Account Manager | The account can log into Account Manager. | Pending Active Approval | Allowed
Active | Allowed
Suspended | Not Allowed
Pending Final Bill | Allowed
Closed | Not Allowed
Archived | Not Allowed