Adding a service to an address

If your agency is using Infor Public Sector Utility Billing, you can use the Services tab of the Address InfoViewer to manage the utility services associated with the current address. The Services grid shows the services at the address, and you can use the Account Fields grid to update the address account fields.

You can also use the Address InfoViewer to add services. In most cases only one active service of each type is allowed at an address, but some addresses may allow duplicate services.

  1. Load the address record you want into the Address InfoViewer.
    You access the Address InfoViewer by clicking the Street Name or Address link for the address on any form that shows the link or by right-clicking the address's node in the Contact and Property Browser and selecting Open Address.
  2. On the Services tab, click Add above the Services grid.
  3. In the Address Service dialog box, specify the service definition for the service that you want to add.
    A service definition is identified by one to three fields: Service, District, and Account Class. This is because there may be different versions of the same service for different districts and account classes. You can click the popup button next to the Service field to select a service definition from the Service Definitions tree.
  4. Click the Load link to the right of the Service field.
    Infor Public Sector shows the options for the selected service definition. For example, if your agency has defined custom service fields for the selected service definition, clicking Load will show those fields.
  5. Specify any other information that is required to add the service.
  6. Click Save.
    Infor Public Sector adds the service to the address and shows it in the Services grid. Depending on the type of service, Infor Public Sector may also add a service request or a work order to start the service.