Workflow Tab - New Account Process Section
The New Account Process section contains the attributes that can be used when a new account is set up in the system. This will help standardize account entry and insure that the necessary data is captured for each account. It allows you to configure the new account process to your organization's workflow, as well as to set up accounts as early as desired with just the basic account information.
The list box in this section lists the attributes relevant to adding an account. The 
and 
keys allow the organization to determine the order of the attributes; simply click on an attribute and then click the appropriate arrow key to move it to the desired place in the list.
A Note About the Services Attribute: The Services attribute is always used when an account is created. Connected to the Services attribute for this process, but not displayed on the list, are the Work Orders, Meters/Non-Metered Units, and Rates attributes. These four attributes are thus always displayed in the same order, regardless of where Services appears among the other attributes.
The other controls on the page work as follows:
- The Use check box determines whether a workflow icon will appear in the process when an account is added. It is selected and disabled for Services.
- The Required check box determines whether this step of the process is required. It is enabled only if the Use check box is selected. If the step is required, the new account will not be active until this step is completed.
- The Required Before Next flag allows the organization to create a dependency between steps in the new account process. If this check box is selected for an attribute (e.g., Services), the information defined in that stage of the process must be saved before information can be added for the next stage. The Required Before Next flag is enabled only if the Required check box is selected.