An account must have at least one row on the account / person table and at least one account / person must be marked as being the main customer. Please see column notes for the account / person table for inter-field validation in respect of the various switches (e.g., if main customer switch is on, then the person must also be financially responsible).

We recommend storing an ADM trigger (CI_​ADM_​RVW_​SCH) for every account where the trigger date is the conversion date. This will cause the account to be reviewed by the account debt monitor when it next runs. We have supplied a dedicated batch process for this purpose that simply inserts a row in this table with the review date set equal to the current date. This will ensure that all converted accounts are reviewed after they are inserted into production. This program is named CIPVADMB and goes by the batch control ID of CNV-ADM.

If your legacy system has the equivalent of a credit rating or a cash only score, you should create credit rating transactions. The values you create need to be consistent with the beginning and threshold credit rating and cash-only points on the installation record or the account’s CIS Division. Refer to the business process guide - customer information - how are credit rating transactions created for more information.