Creating an account number format

  1. Select Billing > Setup > Account > Account Number Format.
  2. Right-click the Account Number Formats node, or a category node, and select Create Account Number Format.
  3. Specify this information:
    Account Number Format
    Specify a name for the account number format.
    Owning Entity

    Select the owning entity for the account number format. The owning entity is the primary type of record in Infor Public Sector that accounts are associated with. You can select Address, Application, Identity, Parcel, or Property.

    Note: There are some limitations on the owning entities that can be used for different account types. Only CDR Billing accounts can be application-based, and only utility and sundry accounts can be property-based.
    Increment Method
    Select Sequential or AddressOccupant. If you select Sequential, each new account is identified by a single counter. If you select AddressOccupant, each account is identified by a base number for the location and a separate incrementor for each owner or tenant.
    Note: AddressOccupant is only available for utility accounts, and only if you select Address or Parcel from the Owning Entity list.
    Effective Date
    Specify the effective date for the account number format.
  4. Define each segment for the account number format.
    See Account number segments.
  5. Click Save.