Create New Account

You can create accounts of your customers with multiple divisions or sites. Accounts are optional; so if you do not group site definitions into accounts, there is no impact on Contracts. Contracts use the ‘Bill-To Site’ definition at the contract schedule level and the ‘Installed At Site/Covered At Site’ definition(s) at the line item level for site details.

Steps:

  1. Expand Admin and then click Accounts.

  2. On the header of the Accounts grid page, Click New Account.

  3. In the New Account form, and in the Name field, enter the name for the account.

  4. In the Description field, enter a brief description for the account.

  5. In the Phone and Fax fields, enter the phone and fax number related to the account.

  6. In the Tax Start Date field, and from the calendar, select the date from the tax calculation starts.

  7. From the Status dropdown list, select:

    1. Active if you want to activate the account.

    2. Inactive if you want to inactivate the account.

    3. Obsolete if the account is no longer in use.

  8. From the Type dropdown list, select the desired type of account.

  9. Enable Tax Exempt if you want to exempt cases associated with the account from tax.

  10. On the header and from the dropdown list, select:

    1. Save and View Account if you want to save and view the account you have just created.

    2. Save and New if you want to save the account and display new account form

    3. Cancel if you discard the account.