In OCS.io, an Account must be linked with an Account Type. The Account Type determines whether an Account is a Payment Responsible Account or Technical Account within the hierarchy of Accounts. Multiple Account Types may be configured for either Payment Responsible or Technical Account Types.

A Payment Responsible Account is also known as a Payer within OCS.io.

To configure Account Types, follow these steps:

  1. Access the Integration Configuration perspective in your system’s user interface.

  2. Select the CASM  Account Types.

  3. Click on the + (New) button to create a new account type.

  4. Fill in the required information in the form:

Item Description

Name

Enter the name of the Account Type.

Description

Optionally, enter the description of the Account Type.

Code

Enter the code of the Account Type. This code is used for integrating purposes and may not be changed later.

Payment Responsible

If checked, the account of this type is considered as Payment Responsible.
Configure Account Type