Account types

Account types at a glance

An account type is a name you maintain for classifying accounts in PAMS. Use this page when the names available for account classification need to be added or removed.

Before you start

The Account types page is a reference list in Configuration under General settings. The list and its actions appear according to your company's subscription and your access rights.

Before you start, check the following:

The list headers come from your saved configuration, so use the headers that appear on your screen. No saved account record is required before you open the list.

Find the Account types list

Open the reference list and identify the tools available on your screen.

Prerequisites

• The Account types configuration is available to you.

Steps

1. Select Configuration in the main menu.
2. Select General settings.
3. Select Account types.
4. Confirm that the page heading reads Account types.
5. Read the headers shown in the list.
6. Locate New in the page header.
7. Locate the icon with the title Refresh.

Result: The Account types list is open. The list shows a Name column and the page tools that your access allows.

Understand the list and form

The list displays account-type names. The form uses one field for the name, while the identifier and company fields are not part of the form you maintain.

The Name field appears after you open the new form. It appears when the selected item exists and the configured field is visible in the form.

The page opens with the list rather than an open form. Use the list headers and the Name field in the form as two separate views of the same reference data.

Add an account type

Maintain an account type by adding a new name.

Prerequisites

• You have permission to add an account type.
• You have the account-type name you want to maintain.

Steps

1. Select New.

2. In the form, enter the account-type name in Name.

3. Choose how to finish the form:

   If you need to…	Select	Result
   Save the new name	OK	The form submits the change.
   Leave the name unchanged	Cancel	The form closes without saving.

Result: A successful new entry displays Data saved Successfully, and the list refreshes.

Remove an account type

Remove a name that is no longer needed.

Prerequisites

• You have permission to delete the row.
• You have identified the row from its Name value.

Steps

1. Choose the deletion outcome that matches your task:

   If you need to…	Steps and result
   Remove the row	Select the available Delete control for the identified row.

2. Read Are you sure you want to delete this item?.

3. Choose the outcome after the confirmation prompt:

   If you need to…	Select	Result
   Keep the row	Cancel	The row remains in the list.
   Remove the row	Delete	A successful deletion displays Data Deleted Successfully. If it is the last item, the page displays Must have at least one item.

Result: The row remains unchanged after you select Cancel, or the deletion outcome appears.

When maintenance does not work

Use the message you see to choose the corrective action rather than repeating the same action.

After maintaining account types

After a successful maintenance action, continue using the refreshed list or move to the account records that use the classification.

Account records use the account-type classification. Continue with Accounts to work with those records, or use Create an account to add one.