Account types

You can define as many different account types as necessary for your billing customers.

For example, if the Water department is separate from Waste Management department, then your agency might define separate account types for water billing and waste collection billing. Each department can then take responsibility for billing for the services that it provides. Thus, the same customer might have multiple accounts of different types for different purposes.

Each account type is defined for one or more owning entities, which are the primary records in Infor Public Sector that accounts are associated with, such as addresses or contact identities.

Other account type attributes depend on the owning entities that you select and the purpose of the accounts. For example, when you define an account type for utility billing, you can associate one or more services with it.

When you create a new account in the Manage Account page, Infor Public Sector compares the information that you enter to the available account types. If only one account type matches the information entered, that account type is selected automatically. If more than one account type matches, you can select the account type from a drop-down list.

For example, you can create an identity-based account by first entering a contact's name. If only one identity-based account type is configured, then that account type is selected. If there is more than one identity-based account type, you can select one from the Account Type list.