Editing the Account Details of a Person

Prerequisites

To edit the account details of a person, you should have:

  • Customer class, divisions, currencies, 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 edit the account details of a person:

  1. Search for the customer registration in the Customer Registration screen.
  2. In the Search Results section, click the link in the Customer Registration Information column corresponding to the customer registration whose account details you want to edit.
    The Main tab appears in the Customer Registration screen.
  3. Click the Edit button in the Customer Registration zone.
    The Main page appears in the Customer Registration screen.
  4. Ensure that the Accounts section is expanded in the Accounts page.
  5. Click the Edit(The Edit Icon) icon in the View / Edit column corresponding to the account whose details you want to edit.

    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 Displays the date from when the account is configured for the person. Not applicable
    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 Displays 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.
    		 Not applicable
    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
  6. Modify the required details of the account in the Main page.
  7. Add, edit, or remove the identifier details of the account in the Account Identifiers section.
  8. Add, edit, or remove the automatic payment details of the account in the Auto Pay page, if required.
  9. Associate or disassociate persons from the account in the Persons page, if required.
  10. Define, edit, or remove characteristics of the account in the Account Characteristics page, if required.
  11. Add, edit, or remove the credit rating details of the account in the Credit Ratings page, if required.
  12. Click Validate and Save.
    The changes made to the account are saved.

Related Topics

For more information on... See...
How to search for a customer registration Searching for a Customer Registration
Customer Registration screen Customer Registration (Used for Viewing)
Customer Registration zone Customer Registration
How to add an account for a person Adding an Account for a Person
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