Working with Accounts

Use the Account details screen to review the details of the Account selected on the Accounts list screen. The Account details screen comprises of these tabs:

  • DETAILS: The details related to the account can be viewed.
  • RELATED: The entities related to this section can be viewed. These are the entities:
    • Address
    • Bill To
    • Contact
    • Contact Associations
    • Email
    • Files
    • Notes
    • Phone Number
    • Sales Order
    • Ship To

To review the Account details:

  1. Select Account on the navigation bar. The Account list screen is displayed.
  2. Click the name of the account. The Account details screen is displayed.
  3. Select the Details tab.
  4. View this information:
    Note: These fields can be modified only on the web application.
    Account Name
    The name of the current or potential business.
    Type
    The category of the account.
    Phone Number
    The phone number of the account holder.
    Primary Website
    The primary website of the account.
    Primary Email
    The primary email address of the account.
    Division
    The division in the company to which the account is associated.
    Parent Account
    The parent account linked to this child or subsidiary account.
    Primary Address
    The primary address of the account.
    Status
    The current status of the account. Possible values:
    • Active
    • Closed
    • Deleted
    • Duplicate
    • Hold
    • Inactive
    • Open
    • Pending
    • Prospect
    • purge
    • Rejected
    Industry
    The industry to which account is associated.
    Account Manager
    The person or team within the organization that manages the account relationship.
    Note: You can click Lookup to find the user or team within the organization to manage the account relationship.
    Qualified
    Indicates if the account is qualified. When a lead is qualified, the application selects this check box for the associated account.
    Note: You must select the Include only qualified accounts check box to include only the qualified accounts in Account filters or lookups.
    Region
    The region in which the account is located.
    Business Description
    The description of business account.
    Default Sales Order Type
    The default Order Type when a new sales order is created for the Account.
    Requested Delivery Number of Days
    The number of days within which the delivery of the product is requested.
    Allow Ad Hoc Products
    Indicates whether the Ad Hoc Product Lookup is available.
    Note: If set to Default, permissions are based on the sales order Product LookupAccounting Entity and Order Type on the Accounting Entity Sales Order Type maintenance page.
    Allow Price Visibility
    Indicates whether the price and discount information are visible in Sales Order.
    Note: If set to Default, permissions are based on the sales order Accounting Entity and Order Type on the Accounting Entity Sales Order Type maintenance page.
    Allow Stock Visibility
    Indicates whether the Stock Enquiry is available on the Product Lookup window.
    Note: If set to Default, permissions are based on the sales order Accounting Entity and Order Type on the Accounting Entity Sales Order Type maintenance page.
    Signature Required
    Indicates whether the Signature Capture window is displayed when a new sales order is created for the account.
    Note: If set to Default, permissions are based on the sales order Accounting EntityProduct and Order Type on the Accounting Entity Sales Order Type maintenance page.
    Maximum Days
    When a new sales order is created and Due Date field on Add New Sales Order window is modified, the difference between current date and modified Due Date is compared against the value set on this field. If the difference exceeds the value set on this field, the difference is then compared against Maximum Days set for the sales order Accounting Entity and order type in Accounting Entity Sales Order Type maintenance page. A warning message is displayed if the difference is more than the value of Maximum Days in Accounting Entity Sales Order Type maintenance page.
    Business Chain Level 3
    The delivery business chain level 3 customer. Price or discount is retrieved from this business chain identity if no price or discount applies to the delivery customer.
    Pallet Discount Model
    The pallet discount model to which the account is associated.