Exact Synergy Enterprise

Creating and modifying company accounts

Menu path

Modules ➔ Customers ➔ Entry ➔ Entry ➔ Account

Introduction

This page allows you to create accounts and modify existing accounts. However, creating accounts will depend on the account settings at Modules ➔ Customers ➔ Setup ➔ Other ➔ Settings. If the Type: Select check box under the Account section is selected, users can create any type of accounts such as prospect, customer, associate, and other accounts. Otherwise, users can only create accounts that are not validated.

The Security: Check – Roles check box under the Account section determines the users’ roles and rights. If this check box is selected, users will require certain roles and rights to be able to create and modify accounts. For more information, see Roles and rights below. Otherwise, users can create accounts regardless of any roles and function rights.

The Mandatory: Contract check box under the Customer section determines whether a contract is required before customer accounts can be created. If this check box is selected, contracts must be created before you can create customer accounts. If this check box is not selected, customer accounts can be created without contracts.

Roles and rights

All users can create and modify accounts.
To edit account types, function right 291 – Allows to edit account type, except reseller and customer is required. By default, users with the Controller and Customer manager roles have this function right.
To edit the status of the customer account, function right 292 – Allows to edit status of customer account is required. By default, users with the Customer manager role have this function right.
To edit the status of the reseller account, function right 293 – Allows to edit status of reseller account is required. By default, users with the Reseller manager role have this function right.
To edit the status of the account except customer and reseller, function right 294 – Allows to edit status of account, except customer and reseller is required. By default, users with the Customer manager role have this function right.
To delete accounts, function right 355 – Allows to delete accounts is required. By default, users with the Customer manager role have this function right.
To change the account type from customer to reseller, function right 406 – Allows to change account type from customer to reseller is required. By default, users with the Reseller manager role have this function right.
To customize the page of the account card (edit mode) on the corporate level, function right – 498 Allows to update the company wide account card customization is required. By default, users with the Administrator role have this function right.

Note:

For more details on function rights, go to Modules ➔ System ➔ Setup ➔ Security ➔ Function rights.
For more details on roles, go to Modules ➔ System ➔ Setup ➔ Security ➔ Roles.

What version are you using?

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.

How do I create accounts?

On the Select: Type page, select the type of account that you want to create.
Define the fields, and then click Save.

Keep in mind: All fields with the "!" icon are mandatory.

How do I edit accounts?

Go to Modules ➔ Customers ➔ Reports ➔ Accounts ➔ Search.
Define the search criteria, and then click Show.
Select the required account under the Account name column.
Click Edit.
Make the necessary changes, and then click Save.

How do I delete accounts?

Go to Modules ➔ Customers ➔ Reports ➔ Accounts ➔ Search.
Define the search criteria, and then click Show.
Select the required account under the Account name column.
Click Edit.
Click Delete, and a message “Are you sure that you want to delete this record?” will be displayed.
Click OK.

How do I change the account status to reference?

Go to Modules ➔ Customers ➔ Reports ➔ Accounts ➔ Search.
Define the search criteria, and then click Show.
Select the required account under the Account name column.
Click Edit.
Click Reference.

Keep in mind: This function is available only for the Customer and Reseller accounts, and only if the status of the account is Active.

How do I block the account?

Go to Modules ➔ Customers ➔ Reports ➔ Accounts ➔ Search.
Define the search criteria, and then click Show.
Select the required account under the Account name column.
Click Edit.
Click Blocked.

Keep in mind: This function is available only for the Customer, Reseller, and Supplier accounts, and only if the status of the account is Active.

How do I change the account status to pilot?

Go to Modules ➔ Customers ➔ Reports ➔ Accounts ➔ Search.
Define the search criteria, and then click Show.
Select the required account under the Account name column.
Click Edit.
Click Pilot.

Keep in mind: This function is available only for the Customer accounts, and only if the status of the account is Active.

How do I change the account status to passive?

Go to Modules ➔ Customers ➔ Reports ➔ Accounts ➔ Search.
Define the search criteria, and then click Show.
Select the required account under the Account name column.
Click Edit.
Click Passive.

Keep in mind: This function is available only for the Customer accounts, and only if the status of the account is Active.

How do I change the account status to active?

Go to Modules ➔ Customers ➔ Reports ➔ Accounts ➔ Search.
Define the search criteria, and then click Show.
Select the required account under the Account name column.
Click Edit.
Click Active.

Keep in mind: This function is available only if the status of the account is Reference, Blocked, Pilot, Passive, or Inactive.

How do I change the account status to inactive?

Go to Modules ➔ Customers ➔ Reports ➔ Accounts ➔ Search.
Define the search criteria, and then click Show.
Select the required account under the Account name column.
Click Edit.
Click Inactive.

Keep in mind: This function is available only if the status of the account is Active.

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