Defining a case type for CDR Billing

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

Your agency can define various types of accounts, and cases can be associated with accounts in various ways. The association of a case 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 example, the owning entity might be an address, a parcel, a contact identity record, or the case itself.

When you start a case, Infor Public Sector first searches for an existing account that matches the case 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 case 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 case 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 case fees. You can specify an existing bill type or create a new one.
  Note: After you've associated a bill type with a case type, you cannot change it.

  When you add fee types to the case 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 case 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 case 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:

  • Automatic: Infor Public Sector will search for an existing account based on the combination of the responsible account holder, the applicant type of the responsible account holder, and the type of primary site. If no existing account is found, Infor Public Sector will create one following these rules:
    • If there is no primary site, or if the applicant type of the responsible account holder is not “Property Owner,” the account will be identity-based.
    • If the applicant type of the responsible account holder is “Property Owner” and the primary site is an address, the account will be address-based.
    • If the applicant type of the responsible account holder is “Property Owner” and the primary site is a parcel, the account will be parcel-based.
    • If the applicant type of the responsible account holder is “Property Owner” and the primary site is an asset or a property, the account will be identity-based.
  • 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.
  • Location: Infor Public Sector will search for an existing account based on the combination of the responsible account holder and the primary site. If no account is found, the owning entity will depend on the primary site: address if the primary site is an address, parcel if the primary site is a parcel, or identity if the primary site is an asset or property. (Address- and property-based accounts are not supported.) A change in the responsible account holder or the primary site will trigger an account change.
  • Application: Infor Public Sector will create a new account for each case application. For application-based accounts, there is a one-to-one relationship between the case and the account.
• Resp Account Holder: Select the option that indicates how you want to determine which contact on a case 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 contact will always be the responsible account holder.
  • Default to Primary: You can select any contact to be the responsible account holder, but the primary contact is selected by default.
  • Always Specify: You can select any contact to be the responsible account holder.