Accounts Tab

The Accounts tab contains the settings that define the creation of a new account. It contains the following sections:

Customer - This section allows the user to specify customer identification that will be required to set up an account.

Address - This section contains the Maintain Service Addresses field, which signifies whether the Service Address can be updated. The value may be changed only if the organization licenses the Community Development application.

Accounts - This section allows the user to define the length of account numbers and how they are assigned.

Account Message - This section allows the user to determine how account message icons and account messages should be displayed in the system.

User Defined Carry Over During Move In - This section lists all user-defined fields that have been created for the Utility Account record type. Select the check box for each user-defined field that should be carried over to the new account during a move in transaction. This information pertains to the account as a whole, so it is usually consistent when a new customer moves into the account.

Liability - This section allows the user to determine how account balances should be handled.

 

Go on to the Consumption tab