Account number formats

Account number formats define how Infor Public Sector generates account numbers for new billing accounts.

An account number format can include up to five segments, with a maximum of 27 characters. Each segment can contain a fixed value, a counter that increments by one for each new account, or a business object property such as an account area or a billing cycle.

For example, an account number format might include a code for the account class, a code for the area where the account is located, and a counter that assigns a unique number to each new account.

There are two general types of account number format:

In a sequential format, each new account is assigned the next available number. A sequential format must include a counter segment. Sequential formats are available for all account types.
For utility accounts, you can also define address/occupant account number formats. In an address/occupant format, a base account number is assigned to each address, and then each new utility account at the address is identified by an incrementor for the owner or tenant. For example, if the number of the first account at an address is 1012-01, the next account at the same address would be 1012-02, and so on.
An address/occupant scheme must include a location incrementor segment and an owner or tenant incrementor segment. It can also include an indicator segment that distinguishes between owner and tenant accounts.

Each account number format is defined for a specific owning entity, which is the type of record in Infor Public Sector that accounts are associated with. Depending on the account type category (utility, CDR, or sundry), accounts can be address-based, application-based, identity-based, parcel-based, or property-based.

You can define as many different account number formats as you need. When you define an account type, you must specify the account number format that you want to use for each owning entity that the account type supports.

Note: We recommend that you do not change an account number format after you've started using it in a live environment because the change can cause database errors.