Creating new accounts

Menu path

Go to CRM ➔ Accounts ➔ Maintain accounts, and click New.

Introduction 

Fields

Note: After selecting the type of account to be created, an account maintenance screen will be displayed. Depending on the selected type of account, the displayed account maintenance screen can be of the accounts receivable or accounts payable, thus the fields available at the account maintenance screen may vary.

Suspect

Select this to create a new account with the type Suspect. For more information, see Creating and maintaining accounts receivable.

Reseller

Select this to create a new account with the type Reseller. For more information, see Creating and maintaining accounts receivable.

Supplier

Select this to create a new account with the type Supplier. For more information, see Creating and maintaining accounts payable.

Associate

Select this to create a new account with the type Associate. This type of account can be a debtor account (accounts receivable) or a creditor account (accounts payable) depending on the settings defined in the account maintenance screen.  For more information, see Creating and maintaining accounts receivable or Creating and maintaining accounts payable.

Buttons

OK

Click this to create a new account based on the selected account type.

Cancel

Click this to close the screen.

Related documents

• Creating and maintaining accounts payable
• Creating and maintaining accounts receivable
• Overview of accounts