How Does An Account Get Its Bill Cycle?

Most accounts are created behind-the-scenes when a user uses the "add account" option on Person - Main Information . An account created like this doesn't have a bill cycle. Rather, it sits in limbo awaiting the activation of its first contract. When a contract is activated, the system populates the account's bill cycle using the following algorithm:

If an account's bill cycle is protected, the activation of a contract will not affect an account's bill cycle. Refer to Protecting An Account's Bill Cycle for more information.

Note: A To Do entry highlights accounts without a bill cycle. A To Do entry highlights those accounts that require a user to specify a bill cycle. This entry is generated for accounts without a bill cycle that have active contracts.

When the last contract linked to an account is stopped, the account's bill cycle will be changed so that the account will be final billed when billing next executes. Refer to What Happens At Finalization Time? for more information.

When a service point's service cycle is updated, and the account's bill cycle is not protected, the system automatically updates the account's bill cycle to be in sync with the service cycle.