Creating an account type

  1. Select Billing > Setup > Account > Account Type.
  2. Right-click the Account Types node, or a category node, and select Create Account Type.
  3. Specify this information:
    Account Type
    Specify a name for the account type.
    Owning Entity

    Select the check box for each owning entity that this account type supports.

    Account Number Format
    For each owning entity that you select, specify the account number format that will be used to generate account numbers. For example, you might use a different format for address-based accounts than you do for identity-based accounts.
    Account Detail Page
    Optionally, specify a detail page for accounts of this type. Account detail pages are linked to the account record, so you can store different values for each account.
    Account Type Detail Page
    Optionally, specify a detail page for the account type. Account type detail pages are linked to the account type record, not to individual accounts, so they show the same values for all accounts of this type.
    Effective Date
    Specify the date the account type becomes effective.
    Color
    Optionally, select the color that will be used to display the total balance for this account type on the Manage Account page.
  4. Select the attributes for the account type.
    See these topics for more information:
  5. Click Save.
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