Actor Account Close [S89]
Overview
This screen enables the user to close an actor account and to automatically take care of any data clearup in Zeus. Any actor roles will be deleted Any actor/depot links will be deleted Any tasks can be either deleted or re-assigned Any supplier accounts which are set for this person as an account manager are re-assigned Any supplier accounts which are set for this person as a field technician are re-assigned Any arrangements which are set for this person as an account manager are re-assigned Any arrangements which are set for this person as a field technician are re-assigned Any depots set with this actor as manager will be re-assigned The actor locked flag will be set Several actor flags will be reset to remove this actor from various dropdowns
Rules
Access (CRUD) permissions are controlled by 'Actor Maintain' permissions. Delete permissions are required.
Operation
This screen works as a wizard and has two distinct steps. Step 1 : View the actor details Decide what to do about pending tasks. You can either delete ALL their tasks OR re-assign their pending tasks to another staff member. If the actor is a field rep then the accounts for which they are a field rep (supplier and arrangement) will be re-assigned to the field rep of your choice. If the actor is an account manager then the accounts for which they are an account manager (supplier and arrangement) will be re-assigned to the account manager of your choice. Step 2 : Finish The actor has been made inactive and their data has been dealt with as described above. A link is provided to view the actor record.
Related Items
Screen Shot
Testers : Please put a useful screen shot here when this page is tested.