Associating a Person to an Account

Prerequisites

To associate a person to an account, you should have:

  • Account relationship types defined in the application

Procedure

To associate a person to an account:

  1. Ensure that the Persons page is expanded in the Customer Registration - Add Account screen when you are adding or editing the account of a person.

    The Persons page contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Person ID Used to indicate the person you want to associate with the account.
    Note:

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

    On specifying the person, the concatenated string of information about the person appears below the Person ID field.

    		 Yes (Conditional)
    Note: This field is required while associating a person to an account.
    Person Name Displays the name of the person. Not applicable
    Main Customer Used to indicate whether the associated person is the main customer of the account. No
    Financially Responsible Used to indicate whether the associated person is financially responsible for the account's debt. No
    Account Relationship Type Used to indicate the relationship of the associated person with the main account. Yes (Conditional)
    Note: This field is required while associating a person to an account.
    Note: By default, the details of the main customer appears in the Persons page. Click the Add (The Add Icon) icon to associate a new person to the account.
  2. Enter the required details in the Persons page.
  3. Add the bill routing information of the person in the Bill Routing Information section, if required.
  4. If you want to associate more than one person to the account, click the Add (The Add Icon) icon and then repeat step 2.
    Note: However, if you want to remove a person from the account, click the Delete (The Delete Icon) icon.
  5. Click Validate and Save.
    The person is added to the account.

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 an account for a person Adding an Account for a Person
How to edit the account details of a person Editing the Account Details of a Person