Account Information
The Account Information zone displays the details of the account. It contains the following sections:
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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 account.Division Displays the division to which the account belongs. -
Accounting Information – Displays various accounting related information. It contains the following fields:
Field Name Field Description Eligible for Accrual Indicates whether accrual is calculated for the account. The valid values are: -
Yes
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No
Accrual Cycle Indicates the accrual cycle for the account. Account on Hold Indicates whether the account is on hold. The valid values are: -
Yes
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No
Account on Dispute Indicates whether an account is on dispute. The valid values are: -
Yes
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No
Overdue Process for Account Indicates whether an overdue process is created for the account. The valid values are: -
Yes
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No
ECR Eligibility Indicates whether the account is eligible for generating the earnings credit rate (ECR). The valid values are: -
Yes
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No
ECR Offset Eligibility Indicates whether the account is eligible for generating the earnings credit rate (ECR) offset. The valid values are: -
Yes
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No
ECR Offset Distribution Type Indicates the type of the ECR offset distribution for the account. ECR Account Distribution Priority Displays the priority of the ECR distribution for the account. ECR Expiration Cycle Indicates the ECR expiration cycle. -
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Contact Information – Displays the contact details of the account’s main customer. It contains the following fields:
Field Name Field Description Address Source Indicates which address should be used to route the account’s bills and/or quotes via the postal service. Country Indicates the country where the main customer is located. Address 1 Displays the first line of the main customer’s address. It may contain details, such as house number and apartment name. Address 2 Displays the second line of the main customer’s address. It may contain details, such as street name. Address 3 Displays the third line of the main customer’s address. It may contain the landmark details. Address 4 Displays the fourth line of the main customer’s address. House Type Indicates the type of the house. Number 1 Displays the numeric information, if any, related to the address. Number 2 Displays the numeric information, if any, related to the address. In City Limit Indicates whether the main customer resides within the city limit. The valid values are: -
Yes
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No
City Displays the city where the main customer is located. Geographic Code Displays the geographic code of the address. County Displays the county where the main customer is located. State Indicates the state where the city or county is located. Postal Displays the postal or zip code of the address. Note:The above mentioned fields except Address Source appear in the Contact Information section when the address source of the main customer is set to Account Override and the respective data is available for the account.
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Account Identifiers – Lists various types of identification associated with the account. It contains the following columns:
Column Name Column Description Account Identifier Type Indicates the account identifier type. Account Identifier Displays the value of the account identifier type. -
Billing Information – Displays the billing information of the account. It contains the following fields:
Field Name Field Description Bill Cycle Indicates the bill cycle of the account. Note:It has a link. On clicking the link, the Bill Cycle screen appears where you can view the details of the bill cycle.
This field appears when the respective data is available for the account.
Last Bill Displays the concatenated string of information about the last processed bill of the account separated by a comma (,). Note:It has a link. On clicking the link, the Bill screen appears where you can view the details of the bill.
This field appears when last bill information exists for the account.
Previous Bill Displays the concatenated string of information about the bill prior to the last bill of the account separated by a comma (,). It has a link. On clicking the link, the information of bill appears in the Bill screen. Note:It has a link. On clicking the link, the Bill screen appears where you can view the details of the bill.
This field appears when previous bill information exists for the account.
Pending Bill Displays the concatenated string of information about the pending bill of the account. It has a link. On clicking the link, the information of bill appears in the Bill screen. Note:It has a link. On clicking the link, the Bill screen appears where you can view the details of the bill.
This field appears when pending bill information exists for the account.
Auto Pay Indicates whether automatic payment option is defined for the account. The valid values are: -
Yes
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No
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Financial Details – Displays the financial details of the account. It contains the following fields:
Field Name Field Description Current Balance Displays the current amount payable on the account. Payoff Balance Displays the total amount that is paid against the account. Overdue Amount Displays the overdue amount payable under the overdue process of the account. Dispute Amount Displays the dispute amount payable under the dispute request created for the account. Last Payment Information Displays the concatenated string of information about the last payment made on the account. It has a link. On clicking the link, the information of payment event appears in the Payment Event screen. Note:It has a link. On clicking the link, the Payment Event screen appears where you can view the details of the payments made on the account.
This field appears when last payment exists for the account.
Related Topics
For more information on... | See... |
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How to view the customer 360° information of a person | Viewing the 360° Information of a Person |
Customer 360° Information - Account tab | Customer 360° Information - Account |