Defining an Account Identifier Type

Prerequisites

To define an account identifier type, you should have:

  • Validation algorithm defined using the C1_​DIVACCNBR or C1_​SYSACCNBR algorithm type (in case you want to use it)

Note: The C1_​DIVACCNBR and C1_​SYSACCNBR algorithm types are shipped with the product. If you attach an algorithm created using the C1_​DIVACCNBR algorithm type to an account identifier type, the system ensures that there are no other accounts with the same account identifier type and account identifier combination in the account's division. However, if you attach an algorithm created using the C1_​SYSACCNBR algorithm type to an account identifier type, the system ensures that there is not another account with the same account identifier type and account identifier combination in the entire system.

Procedure

To define an account identifier type:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select A and then click Account Identifier Type.
    The Account Identifier Type screen appears.
  3. Click the Add link in the upper right corner of the Search zone.

    The Add Account Identifier Type screen appears. It contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Account Identifier Type Used to specify the account identifier type. Yes
    Description Used to specify the description for the account identifier type. Yes
    Validation Algorithm Used to indicate the algorithm using which you want to validate the value of the account identifier type. It is triggered when you define an identifier for an account using the account identifier type.

    You can attach an algorithm which is defined using either of the following algorithm types:

    • C1_​DIVACCNBR - Used when you do not want multiple accounts with the same account identifier type and account identifier combination in the division.

    • C1_​SYSACCNBR - Used when you do not want multiple accounts with the same account identifier type and account identifier combination across divisions.

    Note: The Search (The Search Icon ) icon appears corresponding to the Validation Algorithm field. On clicking the Search icon, the Algorithm Search window appears.
    		 No
  4. Enter the required details in the Add Account Identifier Type screen.
  5. Click Save.
    The account identifier type is defined.

Related Topics

For more information on... See...
Account Identifier Type screen Account Identifier Type
Search zone Search