Using CIS Division for Operational Segmentation

CIS Division is found throughout many of the entities in the system and there are many configuration settings related to CIS Division. When these configuration settings are used in conjunction with each other, it is possible to operate distinct business entities or jurisdictions that are segmented by CIS division. The following summary describes the different settings and uses of CIS Division that you can configure if your organization operates in multiple jurisdictions and needs to segment data and business processes by CIS Division. Details about each of these can be found in the section of the document where the functionality is configured.

Associate CIS Divisions with Users

CIS Divisions can be associated with users and one can be denoted as the primary.

Control By CIS Division

Setting the Control By CIS Division flag on the installation record drives many system changes. On the account it makes CIS Division required. The flag drives functionality changes on other pages such as person, premise, and order.

Premise/SP Access

Setting the Premise/SP Search flag on the installation record restricts access to premise and SPs not link to an account. The access is restricted to the user’s CIS Division(s).

CIS Division

CIS Division provides the configuration of a work calendar, default customer classes for persons and businesses, credit rating and cash only beginning and threshold values, and To Do role assignment for each CIS Division. Additionally, bill route type, quote route type, and auto pay route type configuration can be overridden.

Restrict CIS Division

The Restrict to Account CIS Division flag is a setting on CIS Division. It is used to ensure that service agreements and premises match the account CIS Division and is a main component of segmenting data by CIS Division.

Customer Class

Customer class is used to default collection class on accounts.

Customer Class Control

Customer Class Control defines many business rules directly or through algorithms. These rules are specified per CIS Division. As noted above, Customer Class can be defaulted from CIS Division so there is a lot of flexibility in the configuration of these two entities. Some of the business rules are defaults such as access group and budget plan. Others such as payment distribution and billing days until due define the rule that apply to the account Customer Class/CIS Division combination.

SA Type

CIS Division is part of the SA Type key. SA Type defines the valid values for SAs of that type and also defines attributes such as debt class and write off debt class for of SAs of that type.

Collections

As noted above, Collection Class is defaulted on the account from customer class and SAs inherit their debt class from their SA Type. Collection Class Controls are defined for the unique combination of collection class and debt class. Collection class controls define the business rule and collection processes. Through configuration, collection rules can be defined for specific CIS Divisions.

Write Off

As noted above, collection class is defaulted on the account from customer class and SAs inherit their write off debt class from their SA Type. Write off controls are defined for the unique combination of collection class and write off debt class. Write off control define the business rule and write off processes. Through configuration, write off rules can be defined for specific CIS Divisions.

Premise Type

Premise Types can control if CIS Divisions are required, optional or not allowed for premise of that type. When starting service, if the premise has a premise type, only SA Types with the same CIS Division as the premise that are identified to start for SP Types for SPs at the premise will start. This allows more generic SP Types that start SA Types specific for the premise CIS Division.

Restricting Types by CIS Division

Adjustment type, budget plan, bill cycle, case type, and customer contact type allow a CIS Division to be specified if the type is used for a specific CIS Division. Types without a CIS Division are not restricted.

Background Processing By CIS Division

Batch billing and the collection, severance, and write off background processes can all be configured to select records by CIS Division. See Choosing Which Records Are Selected for more information