Manual Association of a Reseller with an End-Customer
- Panagiotis Papanastasiou
The "Get Hierarchy" action is using the MPNID info, that is kept on the subscriptions, for finding out which are the indirect resellers as well as for associating tenants with these resellers. However, this process cannot cover the following scenarios:
- If a tenant has no active subscriptions in the MS partner center, he is not related to a reseller and is displayed as a direct customer in the results set.
- If a reseller is not related to at least one subscription in the MS partner center, he is not collected from the "Get Hierarchy" process.
As a result, our tool is not able to import tenants below their resellers if there isn't at least one subscription that "binds" them. To cover this scenario, we allow you to manually associate tenants with indirect resellers using the "Reseller Actions" menu:
- You can add a new reseller in the matrix list of "Get Hierarchy" using the "Add Reseller" action
- You can assign tenants to a reseller using the "Assign Reseller" action
These actions will allow you to define missing relations between tenants and indirect resellers in the case where there isn't a subscription to relate them.
Add Reseller
Firstly, you are able to create a reseller entry in the matrix list of "Get Hierarchy" via the "Reseller Actions" drop-down button where there are 2 options "Add Reseller" and "Assign to Reseller".
By clicking the "Add Reseller" option, a popup will be displayed and you will be able to set the:
- Reseller Name which will be a text field,
- MPNID which will be a numeric field.
Both Reseller Name and MPNID will be mandatory fields because the "Get Hierarchy" will relate BSS resellers based on MPNID.
The popup that will be displayed when clicking "Add Reseller" is the following:
You can "Save" or cancel his action, from the upper right corner (X) of the popup.
When you have successfully created the reseller, after saving the pop-up window, with a refresh on the "Get Hierarchy" page, another check will be applied. If there is:
- a BSS Account with the same MPNID or
- none BSS Account has this MPNID
- or more than 2 BSS Accounts have the same MPNID
the corresponding information will be displayed in the "Related BSS Account" field.
Delete Created Reseller
You also have the option to delete a created Reseller in order to correct any mistakes made during the creation. This action will be available only to manually-created resellers who have no end customers assigned to them, and without making any validation on whether he has or do not have a connection to a BSS Account.
When you will select "delete" the following popup will be displayed in order to confirm the action. After the deletion, the page will refresh, and the reseller will not be displayed in the matrix list.
However, if you select to "delete" a reseller but the reseller has end customers, you will be notified with the corresponding message:
Assign End-Customers to Reseller
The action of assigning an end customer to a reseller can now be utilized either if you have manually created a reseller or the "Get Services Definition" has automatically created a reseller. You can assign more than one end customer if only they have no subscriptions in MPC. To do so, please select the end customers' check-boxes from the matrix list and then click on the "Assign to Reseller" drop-down button.
If you have selected an end customer with one or more subscriptions in MPC, an error message will be displayed when clicking the button, and no customers will be assigned. The error message will be "Customer(s) with subscriptions cannot be assigned to a reseller. Please try again. "
When the error above is displayed on the page, the page will be refreshed and the former selected accounts will be displayed in the matrix list unselected.
In case none of the end customers have subscriptions and are able to be assigned, on "Assign to Reseller", a pop-up window with a drop-down menu will be displayed. In that menu, all the resellers displayed in the "Get Hierarchy" matrix list, will appear (either retrieved from MPC or manually created), for you to choose.
Upon choosing a reseller and clicking on the Assign button, the process ends and the selected end customers will be displayed as the chosen reseller's end customers, inside the corresponding matrix list column.
De-assign End-Customers from Reseller
Additionally, you are able to de-assign the end customers that have been manually assigned to a reseller. Just go to the end customers column and click the "View(#)" hyperlink which will redirect you to the end customers page of the particular reseller. Select the check-boxes of the end customers you wish to de-assign and then click the De-assign button.
However, you will not be able to de-assign end customers that got related to a reseller via the "Get Hierarchy" action and have one or more subscriptions. If you select an end customer that cannot be de-assigned, this error message will appear "Only manually related customer(s) can be de-assigned. Please try again.".