Applying Organization Credit

Applying Organization Credit

1.0 Introduction

Organization Credit can be assigned to an organization by Keri Systems sales team (please contact the sales team to discuss applying Organization Credit). When this credit has been assigned to the organization it will then be available for the organization owner to assign to any system which is part of that organization.

The following steps will explain how to view the amount of organization credit there is available and then explains how to assign some of that credit to an associated system.

2.0 Viewing the Organization Credit

  1. Go to keri.aetheros.net.
  2. Log into Borealis with your username (registered e-mail) and password.

    Note:
     You must be the Organization Owner to view and assign Organization Credit.

  3. From the main menu on the left, click on Organizations.



  4. You will see any organizations that the operator is a member of (or an owner of).
  5. Click on the name of the Organization.



  6. On the right side of the screen you will see the organization credit information.



    - Assigned credit - This is the amount of credit which has already been assigned to one or more of the organization's systems.
    - Unassigned Credits - This is the amount of credit that is available to assign to one of the organization's systems.
    - Total Organization Credits - This is the total amount of credit that has been assigned to the organization.


3.0 Assign Organization Credit to a System

The following steps explain how to assign Unassigned credit to the selected system.
  1. Click on Organizations from the main menu.
  2. Click the Organization name that the system is associated with.
  3. The Organization screen will display a list of all systems that are associated with the selected organization.



  4. The organization details section displayed above will have basic details about the organization.



  5. On the right-side of the screen use the Actions drop-down menu for the system that you wish to assign organization credit.
  6. Select Add Credits.
  7. In the Amount field, enter the amount of Organization credit to assign to the selected site.
  8. Click the SAVE button.
  9. The organization credit will then be assigned to the system and the amount will be displayed in the assigned credit field.



  10. This credit can now be used by the system owner to pay for any Borealis payments that are due for that system.
    • Related Articles

    • Create a Borealis Organization

      1.0 Introduction Once you have created an operator account you will be able to log into the Borealis web portal. You will also be able to create a new organization (which is an enterprise management tool facilitating customers with tax exemption) and ...
    • Add an Organization User

      1.0 Introduction The following steps explain how to add an additional user to your Organization. Notes: You must be logged into Borealis as the Organization owner if you wish to add additional Organization users. The following steps assume you have ...