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Find out how to create a new Wallet

CRM.COM Software allows you to create Wallets either manually or automatically. Wallets can be created manually via the Wallets Summary or Detail page. However they can also be created automatically in the following 2 instances:

  • On creating New Accounts Receivable
  • On using an Accounts Receivable on a Prepaid Subscription

In order for the system to automatically create Wallets, it will need to be defined in Wallets Definitions module. If an active Wallet Definition does not exist in the system then no wallets can be created at all.
Wallets are directly related to an Accounts Receivable. Even though an Accounts Receivable may be directly related with more than one wallets, only one Effective wallet (Life Cycle State) can be related to an Accounts Receivable at any given time. 

Creating a Wallet manually

  1. Login using your username and password
  2. Navigate to Finance Application > Wallets
  3. Click on Manage Wallets
    The Wallets Summary page is displayed
    Wallets - Summary Page 
  4. From the top menu click on the New
    The  Detail Page of the Wallets is displayed in Edit Mode
    Wallets - Main Information Section 
  5. Next to Account Receivable search for the Accounts Receivable by entering the Account receivable No and pressing Enter
    OR
  6. Alternatively you can click on the Find button.
    A modal Search window will open with various search options.
    1. Enter values according to the search field you would like to use
      Search for an Accounts Receivable using the available search fields 

  7. Click on Save
    The Wallet will be created with Life Cycle State: Effective
    Life Cycle State set to effective 

    If the selected account already has an Effective Wallet then a system error will be given informing you that you are not allowed to create a new wallet unless all the existing ones have Life Cycle State set to Cancelled
    Error message when trying to create a wallet for an Account Receivable that already has an effective wallet 

  8. Click on the Log Information tab
    Created by Process is set to : "Manually" 
    Log Information section, providing additional information on creation and cancellation process 

Creating a Wallet on creating a new Accounts Receivable

As stated above, via the Wallet Definitions the system can be configured to automatically create a wallet when creating a new Accounts Receivable. If the option is selected, then every time a new accounts receivable is created (by any process, i.e. via Accounts Receivable page or via Subscriptions page) then a Wallet will also be created.

The following validations are applied :

  • There exists an Active Wallet definition
  • The account is not related with an effective wallet

When the new wallet is created the following information will also be logged in the system:

  • Process name: "Create Accounts Receivable"
  • Entity name: "Accounts Receivable"
  • Entity value: The ID/No of the accounts receivable

Information on Wallet Creation process

Creating a Wallet on using an Accounts Receivable on Prepaid Subscription

Via the Wallet Definitions the system can also be configured to automatically create a wallet when an accounts receivable is used (new or existing) during the creation of a prepaid subscription or as the "to accounts receivable" during the execution of the change subscriber account action. 

The following validations are applied :

  • There exists an Active Wallet definition
  • The account is not related with an effective wallet

When the new wallet is created the following information will also be logged in the system:

  • Process name:  
    • "Become Subscriber"
      or 
    • "Change Subscriber Account "
  • Entity name: "Subscription Action"
  • Entity value: The Subscription Action Number
Wallets - Information on the wallet Process creation

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