Adding a service to an account

In addition to using Create Address Services to set up services for one or more addresses, you can add services to existing accounts manually. In most cases only one active service of each type is allowed per account, but some addresses may allow duplicate services.

The Manage Account page shows all services in the Services panel on the Summary tab. You can click the View all services on this account button on this panel to open the Account Services dialog box, which you can use to view more detailed information and edit individual services. Clicking the View All Services link on the Maintenance tab or in the Quick Links panel will also open the Account Services box.

Select Billing > Manage Account.
Load the account you want.
On the Maintenance tab, under Account, click Add Service.
The Create Account Service dialog box is displayed. The Add Service link can also be displayed in the Quick Links panel on the Summary tab. If the Services panel is displayed on the Summary tab, you can also click the Add button in the upper right corner.
In the Create Account Service box, click the Load link to the right of the Service field, and select the service you're adding from the grid that is displayed.
Specify the date the service begins in the Start From field.
Provide any other information that is required to add the service.
Click Save & Close.
Infor Public Sector adds the service to the account and shows it in the Services panel. Depending on the type of service, Infor Public Sector may also add a service request or a work order to start the service.