Setting the C1_​PERACCT Feature Configuration

The C1_​PERACCT feature configuration enables the system to determine whether the Add Account and Start Service option should be provided while creating or editing a person. Accordingly, the Add Account and Start Service check box and the Customer Class field appear in the Main tab of the Person screen when you create, edit, or view the details of a person.

Procedure

To set the C1_​PERACCT feature configuration:

  1. Click the Admin link in the Application toolbar.
    A list appears.
  2. From the Admin menu, select F and then click Feature Configuration.
    A sub-menu appears.
  3. Click the Search option from the Feature Configuration sub-menu.
    The Feature Configuration Query screen appears.
  4. In the Feature Configuration Search zone, enter C1_​PERACCT in the Feature Name field.
    Note: ORMB search engine supports wildcard search, where you can substitute the percentage (%) symbol as a stand in for any word or letter in a search criteria. You can use the '%' wildcard character in all input fields except the date and ID fields. The '%' wildcard character is suffixed automatically at the end of the partial search criteria. Therefore, you may or may not specify the wildcard character at the end of the partial search criteria. However, you have to prefix the wildcard character manually wherever required.
  5. Click Search.
    A list of feature configurations that meet the search criteria appears in the search results.
  6. In the Search Results section, click the link in the Description column corresponding to the feature configuration whose details you want to edit.

    The Feature Configuration screen appears. It contains the following option type:

    Option Type Description Mandatory (Yes or No)
    Create Person Account Together Used to indicate whether the Add Account and Start Service check box should appear in the Main tab of the Person screen. The valid values are:

    • Y

    • N

    Note: On clicking the Add Account and Start Service option, you can create a new account for the person when you save the person information. The system then links the person to the account using the relationship type which is specified in the installation options.
    		 Yes
  7. Enter the value for the required option type in the Feature Configuration screen.
  8. Click the Save button in the Page Title area.
    The changes made to the feature configuration are saved.

Related Topics

For more information on... See...
Person screen Person - Main