Adding an Account for a Person

Prerequisites

To add the account for a person, you should have:

  • Customer class, divisions, currencies, account categories, access groups, accrual cycles, and bill cycles defined in the application

  • Account identifier types defined in the application

  • Auto pay source codes, auto pay methods, and auto pay route types defined in the application

  • Account relationship types defined in the application

  • Address sources, bill formats, and bill route types defined in the application

  • Characteristic types defined in the application (where the characteristic entity is set to Account)

  • Collection class defined in the application

    Note: The collection class is required when you are defining a customer registration using the C1-CustomerRegistrationBanking business object.

Procedure

To add an account for a person:

  1. Ensure that the Accounts section is expanded in the Accounts page when you are adding, editing, or removing an account of a person.

    The Accounts section contains the following columns:

    Column Name Column Description Mandatory (Yes or No)
    Sequence No. Displays the sequence number of the account. Not applicable
    Template Displays the account template using which the account is added for the person. Not applicable
    Customer Class Indicates the customer class to which the account belongs. Not applicable
    Division Indicates the division to which the account belongs. Not applicable
    Primary Identifier Type Indicates the primary identifier type using which the account is added for the person. Not applicable
    Identifier Value Displays the value of the primary identifier type. Not applicable
    Account Information Displays the concatenated string of information about the account that is added for the person. Not applicable
    View / Edit On clicking the View / Edit (The Edit Icon) icon, you can view or edit the details of the account. Not applicable
    Note: No information appears in the above columns if an account is not yet added for the person.
  2. Click the Add New Account button in the Accounts section.

    The Customer Registration - Add Account screen appears. It contains the following pages:

    • Main - Used to specify basic information about the account.

    • Auto Pay - Used to add the automatic payment details of the account.

    • Persons - Used to associate a person to the account.

    • Account Characteristics - Used to define a list of characteristics for the account.

    • Credit Ratings - Used to add the credit rating details for the account.

      Note: This page appears when you are defining a customer registration using the C1-CustomerRegistrationBanking business object.

    The Main page contains the following sections:

    • Main - Used to specify basic details about the account.

    • Account Identifiers - Used to add the identifier details for the account.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Customer Class Used to indicate the customer class to which the account belongs. Yes
    Division Used to indicate the division to which the account belongs.
    Note: You can only view those divisions to which you have access in the Division list.
    		 Yes
    Set Up Date Used to specify the date from when the account is configured for the person.
    Note: By default, the current date appears in this field.
    		 Yes
    Invoice Currency Used to indicate the currency which you want to use for generating the invoice of the account.
    Note: The list includes only those currencies which are defined in the system.
    		 Yes
    Account Category Used to indicate the category to which the account belongs. The valid values are:

    • Invoice Account

    • Settlement Account

    • Usage Account

    Note: The list includes only those values which are present in the ACCT_​USAGE_​FLG lookup field.
    		 Yes
    Access Group Used to indicate the user group that can access the account for the person.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Access Group field. On clicking the Search icon, the Access Group Search window appears.

    On specifying the access group, the description of the access group appears corresponding to the Access Group field.

    		 Yes
    Exclude Accrual Used to indicate whether the account is eligible for accrual.
    Note: By default, the account is eligible for accrual if the division to which the account belongs is eligible for accrual. If you do not want the account to be eligible for accrual, you must select the Exclude Accrual check box. On selecting the Exclude Accrual check box, the Accrual Cycle field is disabled.
    		 No
    Accrual Cycle Used to indicate the accrual cycle of the account in the division.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Accrual Cycle field. On clicking the Search icon, the Accrual Cycle Search for Cust Reg window appears.

    On specifying the accrual cycle, the description of the accrual cycle appears corresponding to the Accrual Cycle field.

    This field is disabled when you click the Exclude Accrual check box.

    		 No
    Product Used to indicate the product for which the account is enrolled.
    Note:

    The Search (The Search Icon) icon appears corresponding to the Product field. On clicking the Search icon, the Search Product window appears.

    		 Yes (Conditional)
    Note: This field is required while enrolling an account for a product.
    Eligible for Repricing Used to indicate whether the account is eligible for repricing when the account attributes (defined as parameters in the system) are changed.
    Note:

    Only accounts where the person and child person are the main customers are considered for repricing.

    The system creates the repricing request for the account irrespective of whether the account is eligible for repricing or not.

    		 No
    Bill Cycle Used to indicate the bill cycle for the account. No
    Bill Lead Days Used to specify the number of days which is used to derive the cut-off date for advance billing.
    Note: In case you don't want to bill the account in advance, you must specify 0 in this field.
    		 Yes
    Comments Used to specify additional information about the account. No
  3. Enter the required details in the Main section.
  4. Add, edit, or remove the identifier details of the account in the Account Identifiers section.
  5. Add, edit, or remove the automatic payment details of the account in the Auto Pay page, if required.
  6. Associate or disassociate persons from the account in the Persons page, if required.
  7. Define, edit, or remove characteristics of the account in the Account Characteristics page, if required.
  8. Add, edit, or remove the credit rating details of the account in the Credit Ratings page, if required.
  9. Click Validate and Save.
    The account is added for the person.

Related Topics

For more information on... See...
How to define a customer registration Defining a Customer Registration
How to edit a customer registration Editing the Customer Registration Details
How to copy a customer registration Copying a Customer Registration
How to add the identifier details of an account Adding the Identifier Details of an Account
How to add the automatic payment details of an account Adding the Automatic Payment Details of an Account
How to associate a person to an account Associating a Person to an Account
How to define a characteristic for an account Defining a Characteristic for an Account
How to add the credit rating details for an account Adding the Credit Rating Details for an Account