Creating an account type

  1. Select Billing > Setup > Account > Account Type.
  2. Right-click the Account Types node, or a category node, and select Create Account Type.
  3. Specify this information:
    Account Type
    Specify a name for the account type.
    Owning Entity
    Select the check box for each owning entity that this account type supports.
    Note: The Application check box is only available if you select the CDR check box under Available Attributes.
    Account Number Format
    For each owning entity that you select, specify the account number format that will be used to generate account numbers. For example, you might want to use a different account number format for address-based accounts than you do for identity-based accounts.
    Occupancy
    If you selected the Address check box under Owning Entity, selecting the Occupancy check box enables move in and move out functionality for address-based utility accounts.
    Account Detail Page
    Detail page for the account type.
    Effective Date
    Date the account type becomes effective.
    Sundry
    Indicates whether the account type can be used for Sundry Billing.
    Account Services
    Indicates whether the account type can have account services associated with it. Use the check boxes under Services to specify the services that can be associated with this account type.
    Address Services
    Indicates whether the account type can have address services associated with it. Use the check boxes under Services to specify the services that can be associated with this account type.
    CDR
    Indicates whether the account type can be used for CDR Billing.