The Account to Service Association Summary Form contains tabs that allow you to associate accounts and base numbers that have been linked to a client in Account Management with specific services classes. Each of the following summary forms lists accounts and base numbers that have already been associated with a selected service.
Input/Modify: To associate or disassociate an account or base number with a service.
Authorization Req'd: To view a list of accounts or base numbers awaiting authorization, and to authorize or reject selected associations.
View: To view a list of all account and base number associations and their current status.
Notes:
To search for a specific transaction, slick the Search Button at the bottom of the left side of the summary form. For more information on using the Search Definition Dialog Box, click here.
To print the information on the summary form, click the Print Button at the bottom of the left side of the summary form or click Other Options and then click Print.