Account Information
The Account Information zone displays information about the account added for the person in the customer registration. It contains the following sections:
-
Main - Displays the basic information about the account. It contains the following fields:
Field Name Field Description Account Information Displays the concatenated string of information about the account separated by a comma (,). In addition, a context menu appears corresponding to this field which helps in navigating to other screens in the application. Note: It has a link. On clicking the link, the Account screen appears where you can view the details of the respective account.Customer Class Indicates the customer class to which the account belongs. Division Indicates the division to which the account belongs. Set Up Date Displays the date from when the account is configured for the person. Invoice Currency Indicates the currency which is used for generating the invoice of the account. Account Category Indicates the category to which the account belongs. The valid values are: -
Invoice Account
-
Settlement Account
-
Usage Account
Access Group Indicates the user group that can access the account for the person. Exclude Accrual Indicates whether the account is eligible for accrual. Eligible for Repricing Indicates whether the account is eligible for repricing when the account attributes (defined as parameters in the system) are changed. Product Indicates the product for which the account is enrolled. Bill Cycle Indicates the billing cycle for the account. Bill Lead Days Displays the number of days which is used to derive the cut-off date for advance billing. Comments Displays additional information about the account. -
-
Account Identifiers - Lists the identifiers details of the account. It contains the following columns:
Column Name Column Description Primary ID Indicates whether the account identifier is primary or not. Account Identifier Type Indicates the identifier type for the account. Primary Account Identifier Displays the primary account identifier for the account identifier type. -
Account Characteristics - Lists the characteristics of the account. It contains the following columns:
Column Name Column Description Effective Date Displays the date from when the characteristic is effective for the account. Characteristic Type Indicates the characteristic type. Characteristic Value Displays the value for the characteristic type. Auto Pay Details - Displays the automatic payment details of the account. It contains the following fields:
Field Name Field Description Defer Auto Pay Date Displays the date till when you want to hold the automatic payment process of the account. Rule Based Auto Pay Indicates whether the automatic payment is rule based. Start Date Displays the date from when the automatic payment is effective for the account. End Date Displays the date till when the automatic payment is effective for the account. Percentage Displays the contribution of payment amount in percentage within multiple Auto Pay IDs (i.e for Auto Pay Source Codes) having the same priority. Priority Displays the order in which the automatic payment option is considered for the effective date range. Auto Pay Source Code Indicates the financial institution that receives the automatic payment request. Auto Pay Route Type Indicates when and how the automatic payment request of the account is routed to the financial institution. Account Number Displays the account number for which the automatic payment is defined. Expires On Displays the month and year of expiry for the automatic payment of the account. Name Displays the account name for which the automatic payment is defined. Maximum Withdrawal Amount Displays the maximum amount which can be withdrawn from the account through the automatic payment method. Comments Displays additional information about the automatic payment for the account. -
Account Credit Rating - Displays the credit rating details of the account. It contains the following fields:
Field Name Field Description Collection Class Indicates how the account's debt is reviewed by the credit and collections processes (i.e., the account debt monitor and the write-off monitor). Postpone Credit Review Until Displays the date till when you want to postpone the account’s debt review by the credit and collections processes (i.e., the account debt monitor and the write-off monitor). Last Credit Review Date Displays the last review date of the account’s debt by the account debt monitor. Current Credit Rating Displays the current credit rating. Current Cash Only Score Displays the current cash only score. Start Date Displays the date from when the credit rating transaction affects the account's credit rating and cash-only score. End Date Displays the date till when the credit rating transaction affects the account's credit rating and cash-only score. Affect Credit Rating By Displays the effect of the credit rating transaction on the account's credit score. Affect Cash-Only Score By Displays the effect of the credit rating transaction on the account's cash-only score. Comments Displays additional information about the credit rating for the account. Note: The Account Credit Rating section appears when you are viewing the details of a customer registration which is created using the C1-CustomerRegistrationBanking business object. -
Account Persons - Displays the details of the persons associated to the account. It contains the following fields:
Field Name Field Description Person ID Indicates the person associated to the account. Person Name Displays the name of the person associated to the account. Main Customer Indicates whether the associated person is the main customer of the account. Financially Responsible Indicates whether the associated person is financially responsible for the account’s debt. Account Relationship Type Indicates the relationship of the associated person with the main account. -
Account Override Address - Displays the overridden address of the account. It contains the following fields:
Column Name Column Description Country Indicates the country where the account main customer is located. Address 1 Displays the first line of the address. It may contain details, such as house number and apartment name. Address 2 Displays the second line of the address. It may contain details, such as street name. Address 3 Displays the third line of the address. It may contain the landmark details. Address 4 Displays the fourth line of the address. City Displays the city name. County Displays the county name. State Indicates the state where the city or county is located. Province Displays the location within the country where the person is located. Postal Displays the postal or zip code of the address. House Type Indicates the type of the house. In City Limit Indicates whether the address is within the city limit. The valid values are: -
Yes
-
No
Geographic Code Displays the geographic code of the address. Note:The above mentioned fields appear in the Account Override Address section when the respective data is available for the person.
Also, the labels of the address fields will change depending on the business label which is defined for the respective address field in the Country screen.
-
-
Bill Routing Information - Displays the bill routing information of the account. It contains the following fields:
Field Name Field Description Receives Copy of Bill Indicates whether you want the person to receive a copy of the account’s bill. Bill Format Indicates the format in which you want the person to receive the account’s bill. The valid values are: -
Detailed
-
Summary
Address Source Indicates the address where you want the person to receive the account’s bill. The valid values are: -
Account Override
-
Main
-
Multiple Account Override
-
Person
Number of Bill copies Displays the number of copies of the account’s bill you want the person to receive. Note: This field appears when the Receives Copy of Bill check box is selected.Bill Route Type Indicates how the account’s bill is sent to the person. Note: This field appears when the Receives Copy of Bill check box is selected.Receives Notification Indicates whether you want the person to receive notifications about the account’s bill. Note: By default, the Receives Notification check box is selected if the person is the main customer of the account. -
Related Topics
For more information on... | See... |
---|---|
How to add an account for a person | Adding an Account for a Person |
How to view the details of an account | Viewing the Details of an Account |
How to view the details of a customer registration | Viewing the Customer Registration Details |