Pitney Bowes DM800, DM900 manual Account Structure and Hierarchy

DM800™, DM900™ Digital Mailing System Operating Guide

Account

Structure and

Hierarchy

Your mailing machine has 25 standard accounts. You have the option to increase your accounts to 100 or 300 accounts. Only your chargeable level accounts are counted towards your account total. (Chargeable accounts are explained in the next section.)

If you need information on how to structure your accounts, refer to the Account Structure and Hierarchy section in this chapter.

You can structure your accounts in single or multiple levels. For example, you can divide a top level department (account) into two or more major sec- tions or subaccounts. You can further divide these subaccounts into two or more sections or subsubaccounts. The following examples demonstrate some of the ways in which you can structure your accounts.

•When you create a top level account, you can charge funds and pieces to that account. This is the working (chargeable) account because at this point it does not have any subordinate accounts:

EXAMPLE:

Account - Engineering

•If you create subaccounts for the original account, they become the end links in the account chain and identify the departments where you dis- perse funds:

EXAMPLE:

Account - Engineering, Subaccount - Software

Account - Engineering, Subaccount - Industrial Design

•The original Account now serves as an administrative account that owns and contains totals for the lower subaccounts.

•If you create subsubaccounts for subaccounts, the subsubaccounts become the end links and identify the departments that are charged for postage.

EXAMPLES:

Account - Engineering, Subaccount - Software,

Subsubaccount - Software Testing

Account - Engineering, Subaccount - Software,

Subsubaccount - Software Design

Account - Engineering, Subaccount - Industrial Design,

Subsubaccount - Graphics and Layout

Account - Engineering, Subaccount - Industrial Design,

Subsubaccount - User Friendly Testing

When accounts are linked (account/subaccount, or account/subaccount/ subsubaccount) they become a set and are treated as one separate account, with one account number and one password. The existing account number and password are rolled down to the subaccount when the first subaccount is created. When you create another subaccount to this account, you create another linked set of accounts with a different account number and password.

SV60861 Rev. F 7-11