The Active Account Zone lists all accounts related to the
person in context. In addition, accounts linked to this person's children
also appear in this zone, and if a child has children, the grandchildren's
accounts are included. In fact, the system will look for accounts
up to five levels deep (meaning that the great, great grandchildren's
accounts will be included in this zone).
Note:
Only accounts linked to child persons with a
financial relationship are shown. When you set up a taxpayer hierarchy,
you can define both subsidiaries and "key contacts" (i.e., individuals
that you contact at a company). As described above, this zone will
include accounts related to these subsidiaries and key contacts. However,
you might not want to include the personal accounts related to the
key contacts in this zone. You can control which accounts appear in
this zone when you set up a hierarchy. You do this by turning on the
Financial Relationship switch for those
persons whose accounts
should be included.
The following columns are displayed in the grid:
-
Account Info
- This column contains the standard account information.
-
Current Balance
- This column contains the account's current balance.
-
Last Billed Info
- This column contains information about the last completed bill
sent to the account.
-
Last Contact Info
- This column contains information about the last customer contact
associated with the account's main taxpayer.
Copyright © 2007, 2016, Oracle and/or its affiliates. All rights reserved. Documentation build: 2.5.2016 10:21:45 [T1_1454696505000]