Adding, Modifying, and Deleting National Accounts

If you use National Accounts Management, you can add, edit, and delete national account records.

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

  • 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 the New New button button beside the National Account Number field.
  3. Type the code for the new national account, then press Tab.
  4. Complete the fields on each tab.
  5. When ready, click Add to add the national account.

    Tip: To define a new national account that uses some of the information entered in the record for another national account, display the record for the group you want to copy, type the new national account number, and then press the Tab key. Enter any changes you need, then click Add to add the new national account.

To edit a national account record:

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

  2. Type the code for the national account you want to edit, select it from the Finder, or use the navigation buttons to display the code you need.
  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. Type the code for the national account you want to delete, select it from the Finder, or use the navigation buttons to display the code you need.
  3. Click the Delete button.
  4. If a message appears asking you to confirm your intention to delete the record, click Yes.
  • Print the 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.