Reassigning Billing Accounts

Billing Account Screen

Editing a Customer or Billing Account

Deleting a Customer or Billing Account

Suspend Customer or Billing Accounts

Reinstate Customer or Billing Accounts

Inactivate Customer or Billing Accounts

Searching for an Account

When an invoiced customer purchases some or all of another PennDOT business partner, also invoiced, it will be necessary to create new or reassign existing billing accounts.

To reassign billing accounts from one owner to another:

1.      Search for and open the Business Partner billing account for the business partner for the seller. The Billing Account Information screen appears.

2.      Click the Reassign billing account button. The Billing Account selection page displays for the customer from which the billing accounts are being reassigned.

3.      Select one or more of the billing accounts to be reassigned.

4.      In the Reassign To section, enter the customer number for the new owner or click the Lookup icon to select one from the lookup screen. The New Customer Number appears.

5.      Click Save. The reassigned billing accounts display in the Reassign To billing section account list.

Clicking Cancel on this screen stops the account reassignment process.

Clicking OK displays the 'In Process EPS Application' page listing active EPS applications currently using the billing account number being reassigned.

Clicking OK displays the 'Edit Billing Account' page with all fields in display-only mode.