Account number segments

An account number format can include up to five segments, with a total of 27 characters. When you define a segment you start by selecting the segment type from the list under Segment 1, Segment 2, Segment 3, and so on. The types that are available depend on the increment method that you are using for the account number format. For both a sequential account number format and an address/occupant account number format, you can select one of these types:

  • BusinessObject: Uses the value of a specified business object. Select the business object that you want to use from the Moniker list. These monikers are available:
    • Account.AccountGroup.Code
    • Account.Area.Code
    • Account.BillingCycle.Code
    • Account.Class.Code
    • Account.ResponsibleParty.CustomerNumber
      Note: This moniker is only available if you're using the sequential increment method, not address/occupant.
    • Account.Subgroup.Code
    • Account.Route.RouteID
    • Account.ReadingCycle.Code
  • Counter: Uses a counter that increments by one for each new account. Specify the value that you want to start with in the Start At field.
  • CustomerIncrementor: Similar to a counter segment, but increments for each new account for the same customer. The customer is specified in a business object segment for which the selected moniker is Account.ResponsibleParty.CustomerNumber.
    Note: If you add a customer incrementor segment to an account number format, you must also include a business object segment for the customer number.
  • Value: Uses a fixed value. Specify the fixed value in the Value field.

For each type of segment you must also specify the number of characters in the # of Characters field. For a value segment this must match the number of characters in the value that you specify. For a business object or counter segment, you can select the Leading Zeros check box to add leading zeros if the value of the segment is less than the number of characters specified. For example, if a counter segment starts at 1000 and the number of characters is 6, then the value for the first account number is 001000.

Finally, you can select the Separator check box to include a separator after a segment. Specify the character that you want to use for the separator, such as a hyphen, in the field to the left of the check box.

For an address/occupant account number format you can select these types of segments, in addition to BusinessObject, Counter, CustomerIncrementor, and Value:

  • Indicator: Indicates whether the account holder is an owner or tenant. In the Owner and Tenant fields, specify the values that you want to use to identify owner and tenant accounts. The values that you specify must have the same number of characters, and must match the number of characters specified in the # of Characters field.
  • LocationIncrementor: Uses a counter that increments for each new address or parcel. Specify the value that you want to start with in the Start At field.
  • OwnerIncrementor: Uses a counter that increments for each new owner account. Specify the value that you want to start with in the Start At field.
  • TenantOwnerIncrementor: Uses a counter that increments for each new owner or tenant account. Specify the value that you want to start with in the Start At field.