Defining a trade license type for CDR Billing

If your agency ifs using CDR Billing, each trade license type is associated with a bill type, which will be used to create bills for the license fees. Similarly, each trade license is associated with a billing account.

Your agency can define various types of accounts, and licenses can be associated with accounts in various ways. The association of a license with an account is based on an owning entity, which is the primary record in Infor Public Sector that an account is associated with. For trade licenses, the owning entity can be a contact identity record or the license itself.

When you start a license, Infor Public Sector first searches for an existing account that matches the license information, and creates a new account if one isn’t found. In addition, the associated billing account might need to be changed if you change license information. The owning entity is important because it determines how Infor Public Sector searches for existing accounts, and how it creates a new account if one is required. See below for more information.

When you create a trade license type in a CDR Billing environment, you must specify this information:

• Bill Type: Specify the type of bill that you want to use to bill customers for license fees. You can specify an existing bill type or create a new one.
  Note: After you've associated a bill type with a license type, you cannot change it.

  When you add fee types to the license type, Infor Public Sector will automatically add corresponding line item setups to the specified bill type. See the Infor Public Sector Billing Administration Guide for more information on bill types and line item setups.

• Account Type: Select the account type that you want to use for this license type. The available account types are defined by your agency.
• Owning Entity: Select the type of owning entity that you want to use for the account that is associated with a license of this type.

  You must select an owning entity that is supported by the account type that you selected in the Account Type list. Depending on the account type, you can select one of these options:

  • Identity: Infor Public Sector will search for an existing account based on the responsible account holder only. If no account is found, Infor Public Sector will create an identity-based account. A change in the responsible account holder will trigger an account change.
  • Application: Infor Public Sector will create a new account for each license application. For application-based accounts, there is a one-to-one relationship between the license and the account.
• Resp Account Holder: Select the option that indicates how you want to determine which applicant on a trade license will be the responsible account holder for the associated account. The responsible account holder is the account contact who is responsible for paying bills. You can select one of these options:
  • Always Use Primary: The primary applicant will always be the responsible account holder.
  • Default to Primary: You can select any applicant to be the responsible account holder, but the primary applicant is selected by default.
  • Always Specify: You can select any applicant to be the responsible account holder.