Creating national accounts

  1. Select Financials > Receivables > Manage Customers > National Accounts.
  2. Click Create.
  3. Specify this information:
    Account Company
    Select a company number for the national account.
    Account Customer
    Select a customer number for the national account.
    Account Credit Limit
    Specify the total amount of credit, in customer group currency, that is extended to all customers for the national account.
    Hold Code
    Assign a hold code to a national account to prevent orders from being processed for customers.
  4. On the Invoiced Customer tab, specify this information:
    Company
    Select a company number for the invoiced customer.
    Invoiced Customer
    Select an invoiced customer number that is assigned to the national account.