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Configure Account Types

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2 min readUpdated

Administrator Guide › Configuration › General Settings

Account Types — Configurations › General Settings › Account Types

Overview

Use Account Types to maintain the account-type records available in the application. Administrators use this configuration area when the organization needs to add or review classifications such as customer or business-account categories. Account Types are configured centrally from Configurations > General Settings > Account Types.

Before you start

  • Sign in to the application before opening the configuration area.
  • Ensure that you have access to Configurations and General Settings.

Steps

  1. On the application navigation bar, select Configurations, then select General Settings > Account Types.

  2. Review the existing account-type records to identify whether the required classification is already available. The screen contains account-type entries such as end-user, contractor, and engineering classifications.

  3. To begin adding an account type, select New.

  4. Complete the account-type details presented by the application and apply the required configuration.

Note: The application enforces required information when configuring account types. Complete all required entries before finalizing the record.

Warning: Where the application applies a format rule, enter only the permitted characters. The validation rule accepts underscore (_), hyphen (-), and period (.) characters.

Tips & cautions

Tip: Review existing account types before selecting New to avoid creating a duplicate classification.

Note: Account Types are general configuration records. Configure them before users need to classify accounts in sales, purchasing, warehouse, project, or finance processes.

Troubleshooting

SymptomLikely causeFix
You cannot open Account Types.You are not signed in or do not have access to the configuration area.Sign in and open Configurations > General Settings > Account Types.
A required-entry validation message is displayed.One or more required values have not been completed.Complete the required information shown by the application.
A format validation message is displayed.A value contains characters outside the permitted format.Revise the value to use only the accepted characters: underscore (_), hyphen (-), and period (.).

Result

The Account Types configuration area is available for maintaining account-type classifications.

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