ADM Consumer Balance Top Off – Operator
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Introduction

New functionality has been added in ADM that allows operators to ‘top-off’ one or more Consumer account balance(s). This will quickly add funds to their accounts at a predetermined maximum amount.

Note: This is for adjusting the balance on GMA accounts and not subsidy top-offs which will be a different feature.

***IMPORTANT: If you do not already have BALREASON reason codes added to your organization for providing reason codes for Consumer balance adjustments, follow the steps below to create them prior to starting a top off.

 

Operator Adds One or More Balance Reason Codes

  1. Click the Admin tab in ADM.
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  1. Select Category from the drop-down menu. The Category Create screen will display.

  2. Enter a Name for the new category.

  3. Select the Type of category.

Note: For Consumer account balance adjustments, the Type is BALREASON.

  1. Click Save to save the new reason code.

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Operator Performs a Top Off to Consumer(s) Balance

To get to the admin view of the Consumer screen in ADM, follow these steps:

  1. Click the Admin tab in ADM.

  2. Select Consumer from the drop-down menu. The Consumer Search screen will display.
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  3. Filter the Consumers by:
  • Name
  • Email
  • Scancode
  • Market ID
  • Any location(s)
  1. Select one or more Consumers from the search results in the grid.
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  1. Click the red Actions button.

  2. Select Bulk Top-Off from the drop-down menu.
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  1. The Bulk Top Off popup window will display. Enter the top off Amount. The top off amount will change the selected Consumer balances to the amount you entered.

Note: If any Consumer balances are already more that this amount, they will not receive additional funds as they are greater than the top off amount.
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  1. Select the Reason for the top off.

Note: If you do not have any BALREASON reason codes already created, see the initial steps of this article before performing a top off. These types of reason codes are used when adjusting the balance on a Consumer account.
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  1. Click Save and the top off will begin processing. A popup window will display when the top off has completed, letting you know that you will receive an email.

  2. Click OK to close the window.

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  3. When the top off processing is complete, you will receive an email with the results of your top  off and a link to ADM to check your detailed Bulk Top Off report.

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Operator Reviews the Detailed Top Off Report in ADM

  1. Click the Reports List tab.

  2. Select the Bulk Top Off report from the Report List.
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  1. Select the Date (date range) and click Run Report.
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  1. Click Download to download the detailed top off results for one of the submitted dates.
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