Manual Account Setup

The Manual Account Setup view on the Account Search/Manual Setup quick access bar or on the Navigation menu allows the user to set up an account in collections that has not been selected by the accounting system. To set up an account manually, the user selects the Manual Account Setup option on the Home page or from the Navigation menu. For example, if an accountholder calls to inform the user that his/her payment is going to be late, the user can access the Manual Account Setup function to bring the account into collections and make the appropriate notations, which may include a promise to pay.

To initiate a manual account setup, the user can either

Select the Manual Account Setup tab on the Account Search/Manual Setup quick access bar on the Home page. The CACS Enterprise Browser expands the quick access bar to display setup fields.
Select the Manual Account Setup option on the Navigation menu. The CACS Enterprise Browser displays the Manual Account Setup view with setup fields.

In either case, the user selects a Location from the drop down list and enters the account number. When the user selects the Go push-button, the CACS Enterprise Browser transfers the user to the Account View. In the Account View, the user first puts the account in active CACS Enterprise status by completing the Manual Account Setup activity using the Action Dialog or Fast Path. The user then records the pertinent information on the corresponding account view tabs.

The criteria below outline the roles CACS Enterprise and the CACS Enterprise Browser play when a Manual Account Setup is requested.

Account Status	CACS Enterprise Returns	CACS Enterprise Browser Views
Active	CACS Enterprise sends the account data. The current functional area of the returned account is not “I.”	The CACS Enterprise Browser presents the account in Normal Processing mode in the Account View and displays an informational message box with text “Account already exists.”
Inactive	CACS Enterprise sends the account data. The current functional area of the returned account is “I.”	The CACS Enterprise Browser presents the account in Manual Account Setup mode and displays the account in the Account View. The only valid action is Manual Account Setup (entered from the Collector Actions drop down list or from the Fast Path MS command with a route to state).
Does not exist	CACS Enterprise returns an “account not found” message.	The CACS Enterprise Browser presents a new account in Manual Account Setup mode in the Account View. The only valid action is Manual Account Setup (entered from the Collector Actions drop down list or from the Fast Path MS command with a route to state).