Account Group

Use this option to define account groups. Account groups are used to organize related accounts at the bill source level to aid in entering and applying account payments. You can also define demographics based on account groups.

Note: Account groups are similar to account classes, but are assigned to accounts at the bill source level (i.e., account billing specifics), rather than the account level, during account setup or account activation. The account group can be viewed as a Specifics option when viewing account information in Route Service.

To define an account group:

1. In character Circulation, select Distribution | Account Setup | Account Group to display the Account Group Setup screen.

   
2. Enter information in the fields described below.

   Field	Type	What to enter
   ACCOUNT GROUP	open (12)	Enter an account group ID.
   DESCRIPTION	open (30)	Enter a description for this account group.
   START DATE	date	Enter the first date this account group can be used.
   END DATE	date	Enter the last date this account group can be used.

3. Select Specifics | Occupant and attach an occupant to the account group.

4. Select Specifics | Address and attach an address to the account group.

5. Select Accept. Add another account group, or select Exit to return to the Setup menu.