The Main page contains core account information. Open this page using .
Description of Page
Basic information about the Account and the Account ID are displayed on every tab in this page. These values only appear after the account exists on the database. The Account ID is a system-assigned random number that stays with an account for life.
A "check digit" is displayed adjacent to the account ID. This is for information purposes only, and is not needed to operate the system. The following points describe how the check digit is calculated for an Account ID equal to 0011883422.
Calculate the sum of the first and every alternate digit in the account id. A = 14 = 0+1+8+3+2
Calculate the sum of the second and every alternate digit in the Account ID and multiply by 2. For example, B = 30 = (0 + 1 + 8 + 4 + 2) * 2
Add A and B. For example, C = 44 = 14 + 30
Count the number of digits used to calculate B that are greater than 4. For example, D = 1 since only 8 is greater than 4.
Multiply D by 9. For example, E = 9 = 1 x 9
Subtract E from C. For example, F = 35 = 44 - 9
Subtract the units position of F from 10 to find the check digit. For example, check digit = 5 = 10 - 5 (5 is subtracted from 10 because F = 35 and there the units position is 5).
Technical note. The above is calculated in the common routine called CIPCACDN.
Set Up Date is the date the account was initially set up. This is purely informational.
Currency Code defines the currency in which the account's financial transactions are expressed. All rates and payments associated with this account must be denominated in this currency.
Default note. The currency defaults from the Installation Record and may be overridden here.
Account Typeplays a part in:
The account's default collection class and when the overdue monitor reviews an account. Refer to How Does The Overdue Monitor Work for more information about how and when an account's debt is reviewed.
And several other functions. Refer to and Setting Up Account Types for more information.
Default note. The account type defaults from Installation Options - Account (Person Account Type) and may be overridden at will.
Division defines the jurisdiction that governs this account. You may only select Divisions associated with the account's account type. This field is updated behind the scenes every time an obligation is activated (the system uses the division associated with the obligation's obligation type). If you have assigned a division and do not want the system to change it when an obligation is activated, turn on Protect division.
Division governs many functions. An account's division impacts its subsequent bill due dates, collections review dates, the roles assigned to To Do entries, and the calendar of workdays. Refer Setting Up Account Types for more information.
Access Group controls which users are allowed to view and update this account's information (including bills, obligations, payments, locations, …). The system defaults this value from the user's default access group. Refer to The Big Picture of Row Security for a complete description of how account security is implemented in the system.
The optional Account Management Group controls the roles assigned to To Do entries associated with an account. Refer to Setting Up Account Management Groups for more information.
Enter a Comment to define unusual information about the account. If this field is populated, an alert will highlight such in the Alert Zone.
Bill Cycle controls when a bill is produced for an account. The route the system takes to do this update is as follows:
If you have assigned a bill cycle and do not want the system to change the bill cycle when an obligation is activated, turn on Protect Bill Cycle.
Mailing Location ID defines the address on bills for persons who have their bill sent to the account's mailing location. This field may be updated behind the scenes when an obligation is activated. The word "may" is used because the system will only update an account's mailing location if there are no active obligations currently linked to the account. Refer to Account - Person Information for more information about how to define where a person has their correspondence and bills sent.
If you do not want the mailing location to change when an obligation is activated, turn on Protect Mailing Location.
If you want to stall billing until after some future date, enter the date in Bill After.
If user should review the account's printed bills before they are sent to the taxpayer, enter the user ID of the individual who reviews the bill in Bill Print Intercept.
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