Creating an owner account

  1. Select Billing > Manage Account.
  2. In the Address fields, specify the address for which you are creating the account.
    This must be an address for which address services have been created, but for which an account has not yet been created for those services.
    Note: Depending on your system configuration, an address may have multiple accounts of different types for different services.
  3. Click Search.
  4. Click Create New Owner Account at this Address.
    A Confirmation dialog box is displayed, asking you to confirm that you want to create an account. If more than one address-based occupancy account type is available, you can select the correct account type from the list.
  5. Click Yes.
  6. Follow the script in the Move In Account dialog box to collect the customer's information.
    Typically this involves gathering information such as the move in date and the customer's contact information, and reviewing the account services. If the customer is moving from another address within your agency's service area, you can also link the new account to the customer's old account so that any deposits can be transferred.
  7. When you have finished collecting the customer's information, click OK.
    Infor Public Sector shows a dialog box that you can use to review and confirm the information that you just entered. If the information is correct, click Save. Otherwise you can click Cancel to return to the Move In Account dialog box and update the information.

    When you click Save, Infor Public Sector creates a new account with a status of Initialized and assigns it an account number according to the rules defined for the account type. The Initialized status indicates that the account isn't ready to receive bills yet, because the customer hasn't moved in and an initial meter reading hasn't been taken.

    If the new account is linked to a previous account in your agency's service area, Infor Public Sector also creates a deposit charge on the new account equal to the sum of all deposits on the old one.

    The final step is handled by a Finalize Move In task in the Batch Manager. If the current date is on or after the move in date, and Infor Public Sector finds an initial meter reading, the Finalize Move In task sets the account status to Active, indicating that it is ready to start receiving bills, and completes the process of transferring any deposits. See the Infor Public Sector Batch Processing Administration Guide for details.