Aggregate account types

These additional fields are shown when you select the Aggregate check box:

Sub Account Type

Use the Sub Account Type field to specify the account type of the sub accounts that are associated with an aggregate master account.

Max Sub Accounts to Load Balances

The Max Sub Accounts to Load Balances field specifies the number of sub accounts for which balances are loaded when you view an aggregate master account.

Disassociate Service Request

Specify the type of service request to create when sub accounts are disassociated from the master account.

Independent Sub Accounts

Select this check box if the sub accounts are independent of the master account. If the sub accounts are independent, they are billed separately.

See "Aggregate accounts" in the Infor Public Sector Billing User Guide.

For an aggregate account type you must select the Sundry check box under Available Attributes.

The Color field can be used to provide a visual indicator in the Manage Account page that an account is an aggregate sub account. For a sub account, the total balance is shown using the colors defined for both the sub account type and the aggregate account type. The main color is the color of the sub account type, with small bands showing the color of the aggregate account type on either side.

See "Aggregate accounts" in the Infor Public Sector Billing User Guide.