Installation and Maintenance Manual
Configuring system functionality
168
Installation and Maintenance Manual v4/0615/10
Using Account Codes
Account Codes can be used to identify outgoing external calls made for a specific project or client, for
example. A code of 1234, for example, can be used to identify an external call made in relation to the
new office project being managed by the Office Administrator. This code will be displayed with the Call
Logging output, please refer to page 10 for further information, and can be reported on via Vision.
Firstly, you will need to create the Account Code that the User must dial. This is done via a Contact.
1
In Manager select Contacts
2
Select the Add button
3
In the Name field enter the text you wish to use to identify this contact/account code, eg New
Office Project
4
You may wish to tick the Ex Directory field so that this Contact is not displayed within the Directory
on a PCS IP Phone, Navigate, PCS 60 or 50.
5
Select Apply when ready
6
Select the Organisation page
7
In the Account (our ref) field enter the code to be dialled by the User, eg 1234
8
Select Update or Apply when ready
A Dial Plan entry must then be created to allow the User to dial the Account Code and make an external
call. (For further information on working with Dial Plans please refer to page 130.)
9
In Manager select Dial Plans
10
Select the Dial Plan being used by the User, eg Standard
11
Select Add Dial Plan Entry
12
In the Number Match field enter the digits to be dialled by
the User eg *95
13
From the Action list box select Dial Account
14
In the Translate To field enter
%r
15
Ensure the relevant Time Plan has been selected eg
Standard
16
Ensure the entry is pointing to the relevant LCR Plan eg Standard
17
Select Update or Apply when ready
To dial an external number with the Account Code the User must now enter the following on their
extension:
Dial Plan entry Account Code*telephone number
eg *951234*01923289398
Users can be forced to enter an Account Code with every external call as follows:
1
In Manager select Users
2
Select the User required
3
Select the Telephony page
4
Tick the Require Account Coding field
5
Select Update or Apply when ready
Please refer to the relevant user manual for details on how t
o make a call from the User’s handset when
Require Account Coding is enabled. Users of an analogue handset must use a Dial Plan entry as
explained above unless they are using the PCS 60 partner to make the call.
