Account types

For example, if the Water department is separate from Waste Management department, then your agency might define separate account types for water billing and waste collection billing. Each department can then take responsibility for billing for the services that it provides. Thus, the same customer might have multiple accounts of different types for different purposes.

Each account type is defined for one or more owning entities, which are the primary records in Infor Public Sector that accounts are associated with. Utility and sundry accounts can be address-based, identity-based (meaning that they are associated with contact identity records), or parcel-based.

In addition to the three owning entities already listed, CDR accounts can also be application-based. With application-based accounts, there is a one-to-one relationship between an application and the associated billing account. If the primary site or the responsible account holder changes, the same account remains with the application.

When you create a new account, Infor Public Sector compares the information that you enter to the available account types. If only one account type matches the information entered, Infor Public Sector selects that account type. If more than one account type matches, you can select the account type that you want to use from a drop-down list.

For example, you can create an identity-based account by entering a contact identity in the Manage Account page. If only one identity-based account type is configured, then that account type is selected automatically. If there is more than one identity-based account type, you can select the correct one from the Account Type list.