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.

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