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In general, there are two different types of accounts, namely company account and person account. The word “account” is used to describe both the company account and the person account in generic term.
This page allows you to validate accounts. By default, the accounts with the same name as the selected account displayed in the validation results can be merged. For more information on merging company accounts, see Merging company accounts. For more information on merging person accounts, see Merging person accounts. You can also perform advanced search for validating specific accounts on this page.
Note:
The information in this document is applicable to product update 260 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Keep in mind:
For more information on how the merging process works depending on certain scenarios, see the following examples:
Scenario 1
Merging a non-EI division account to an EI division account is allowed. The merge process will be executed immediately within ESE. If updating of any contact person is required, the contact person will then be created for the EGN account.
Scenario 2
Merging a non-EI division account to another non-EI division account is allowed. The merge process will be executed immediately within ESE.
Scenario 3
Merging an EI division account to a non-EI division account is not allowed, as this process will break the linkage between the EI division account and the EGN account.
Scenario 4
Merging an EI division account to another EI division account is not allowed, as both are in the same division.
Click this to exit.
Click this to expand the search criteria.
Note: This is available only if Advanced << is clicked.
Click this to hide the search criteria.
Note: This is available only if Advanced >> is clicked.
Click this to merge the selected account. For more information on merging company accounts, see Merging company accounts. For more information on merging person accounts, see Merging person accounts.
Click this to delete the account.
Click this to search for other accounts.
This section displays the details of the account, such as the account code, name, address, and others. For more information on creating and modifying company accounts, see Creating and modifying company accounts. For more information on creating and modifying person accounts, see Creating and modifying person accounts.
This section displays the general information of the account, such as the type, status, rating, size, classification, and others. For more information on creating and modifying company accounts, see Creating and modifying company accounts. For more information on creating and modifying person accounts, see Creating and modifying person accounts.
This section displays information on requests related to the account. To view the request in detail, click the hyperlinked request.
Note: This section is available only if Advanced >> is clicked.
Type the name to search for the account to be validated.
Type the contact to search for the account to be validated.
Type the city to search for the account to be validated.
Type the phone number to search for the account to be validated.
Type the code to search for the account to be validated.
Note: This is only available when validating company accounts.
Select the postcode to search for the account to be validated.
Type the value-added tax number to search for the account to be validated.
Note: This section is available only if the Advanced section is not displayed.
This section displays the results of the accounts validation, such as the account names, addresses, account types, account statuses, debtor codes, creditor codes, and divisions. The message “No data found” will be displayed when there is no match found on the same account.