Adding, Modifying, and Deleting National Accounts

Use the A/R National Accounts screen to add, edit, and delete national account records.

For an overview of national accounts, see About National Accounts.

ClosedBefore you start
  • Determine the customer group to which to assign the national account.
  • Print the National Accounts report, including the information you plan to change for each account you want to modify or delete.

    For more information, see Printing the A/R National Accounts Report.

  • If you plan to edit national account statistics, select the Allow Edit Of Customer Statistics option on the A/R Options screen.

  • Print the statistics report for the national account, depending on the type of statistics you want to change.

    For more information, see Printing A/R Period Statistics Reports or Printing Activity Statistics Reports.

  • If you plan to reduce a credit limit for a national account, ensure that none of the customers assigned to the account has a credit limit that is higher than the new limit for the national account.
  • If you plan to delete a national account to which customers are assigned, you assign the customers to other national accounts or delete the customer records. You cannot delete a national account that has customers assigned to it.

To add a national account:

  1. Open Accounts Receivable > A/R Customers > National Accounts.

  2. Click Create New.
  3. Enter a code for the new national account, and then press Tab.
  4. Complete the fields on each tab.
  5. When ready, click Add to add the national account.

To edit a national account record:

  1. Open Accounts Receivable > A/R Customers > National Accounts.

  2. Select the code for the national account you want to edit.
  3. Make the changes you need in the record.
  4. When finished, click Save to record your changes.

To delete a national account record:

  1. Open Accounts Receivable > A/R Customers > National Accounts.

  2. Select the code for the national account you want to delete.
  3. Click the Delete button.
  4. If a message appears asking you to confirm your intention to delete the record, click Yes.
ClosedAfter adding or modifying national account records
  • Print the A/R National Accounts report, including types of information you changed. Check the report to be sure you have made all the changes you require, and then file it.

    For more information, see Printing the A/R National Accounts Report.

Published: September 11, 2020
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