Accounts

Accounts at a glance

An account is a record for the identity, classification, registrations, contacts, and related details you maintain together. Use Accounts to find an account category, open an account record, and understand which related details belong to that record.

Before you start

The Accounts surface changes with your subscription, saved-record state, account classification, permissions, company configuration, and enabled features.

Prerequisites

• Have access to the Accounts list and the account record you need to review.
• If you are reviewing contract details, open an existing principal account.
• Have permission to view contract data when you need the Contract Key Data tab.
• Use a saved account when you need contract details or related record surfaces.
• Expect Display name and Full Name to be required only where your company configures those fields as mandatory.

The list is replaced by the subscription-upgrade surface when the Accounts feature is not included. The grid appears only when a list layout is selected. On a principal account, the registration form uses Client; on a non-principal account, it uses Principal. The Account Manager field appears for client accounts. Contract fields require an existing account, the Contract Key Data tab, principal status, permission to view contract data, and the contract feature.

Find an account

The Accounts list is the starting point for choosing an account category and opening a record. The list currently draws Display name, Full name, Type, Market segment, and Active from the selected list layout.

Prerequisites

• Have access to the Accounts list.
• Know whether you need all accounts, clients, principals, sub-suppliers, providers, or account managers.

Steps

1. Open the Accounts list.

   

2. Select the list that matches the work you need to do.

   If you need to…	Select
   Review every account	All
   Review client accounts	Clients
   Review principal accounts	Principals
   Review sub-supplier accounts	Sub-suppliers
   Review provider accounts	Providers
   Review account managers	Account Managers

   Each choice opens its corresponding account list.

3. Read the visible headers Display name, Full name, Type, Market segment, and Active to identify the row you need.

   The headers come from your selected list layout, so use the headers visible in your list when the layout changes.

   The list displays a count.

4. Select an account row to open its record.

5. Use Refresh or Settings when you need the corresponding list control.

   The Account Managers view instead displays the Account manager column and exposes Settings.

Result: The selected account category is open, and the account record is available for review when you select a row.

Understand the account record

The record groups the account's identity, classification, registrations, contact persons, projects, contract data, comments, and modification history.

The main account fields are Display name, Full Name, Market Segment, Account Type, VAT ID Number, and Account Manager. Account Manager appears for a client account. The account classification controls are Client, Principals, Sup-supplier, and Other Account.

The Client registration field appears for principals, while Principal appears for non-principals. Registration date cannot be later than today.

A new account form includes Display name, Full Name, Market Segment, Account Type, VAT ID Number, Account Manager, Destination Title, Country, State, City, Street, and Zip-code. Required markers appear on Display name, Full Name, and Destination Title. The form also displays Client, Principals, Active, Sup-supplier, Other Account, Save, and Save and Close.

The form also includes Main Address, Shipping Address, Billing Address, and Contact Information. Tickets is also displayed.

When you open a new account, Display name is visible. Use the visible field labels and the record area to orient yourself before entering data.

Maintain related account details

Related account details are the registrations, contact persons, contract information, comments, projects, and history that support the main account record. Use these surfaces after the account is saved and choose the tab that matches the detail you need.

Prerequisites

• Open the account record.
• Use an existing account for contract details.
• Use a principal account for Client registration details.
• Use a non-principal account for Principal registration details.

Steps

1. Select the related account surface you need.

   If you need to…	Select
   Review or add comments	Comments
   Review or add people	Contact Persons
   Add or edit a registration	Registrations
   Review the account's projects	Own projects
   Review eligible contract information	Contract Key Data
   Review account changes	Last Modifications

2. In Registrations, enter the required relationship and status fields.

   Use Client for a principal account and Principal for a non-principal account. Status is required when you add a registration. Registration Number is optional, and Registration date is optional but cannot be later than today.

3. Select Ok to add or edit the registration.

4. In Contact Persons, enter Name, Position, and Department when you add or edit a person.

5. Select Name to add or edit the contact person.

6. In Contract Key Data, review Expiry Date and Cancellation Period when the account meets the contract conditions.

   Expiry Date cannot be earlier than today. Cancellation Period must be at least 1.

Result: The selected account-related surface is open, and its available registration, contact-person, or contract fields are on screen.

Save an account and handle validation

Saving commits the account details after the mandatory-field and validation checks pass. Use Save to remain in the record flow, or Save and Close to save and leave it.

Prerequisites

• Complete the account fields that your company marks as mandatory.
• Use values that satisfy the visible validation rules.
• Confirm that the account classification matches the related registration details.

Steps

1. Select Save after completing the account fields.

   If a required field or another validation check fails, the account is not saved. If the address has a destination, enter a destination title.

2. If the save reports a validation message, correct the named field and select Save again.

   Message	What to correct
   This Field Is Required	Complete the required field.
   Display Name field is mandatory	Complete Display name.
   Full Name field is mandatory	Complete Full Name.
   Destination Title field is mandatory	Complete the destination title.
   Please Solve the Following Issues :	Correct each listed validation issue.
   Display Name contains invalid characters. Only letters, numbers, "-", "_", and "." are allowed	Correct Display name.
   Full Name contains invalid characters. Only letters, numbers, "-", "_", and "." are allowed	Correct Full Name.

3. If the account name already exists, review the duplicate-name message before choosing a different name.

   The message is An account with this name already exists.

4. If saving returns a general error, review the message and correct the account data before selecting Save again.

   Message	Reader-facing response
   Your request was completed successfully	The save completed successfully.
   An error occurred while processing your request	Review the account data and try Save again.
   Error: This Client Name Already Exists	Choose a different client name.
   Error: saving error	Review the account data and try Save again.
   Please save account first..!!	Save the account before using the related action.

5. Select Save and Close when you want to save the account and leave the record.

   

Result: The account save action has completed its validation path. A successful save displays Your request was completed successfully or Data saved Successfully.

Out of scope

The following messages belong to related flows rather than the Accounts save path:

Continue from Accounts

After you locate an account, continue with the page that owns the next job.