Exact Synergy Enterprise

Selecting the action to be performed on accounts

Menu path

Modules ? Customers ? Reports ? Accounts ? Search

Introduction

This page allows you to select an action to be performed on the account card. You can only choose to change the account code of the selected account, or merge the selected account.

Roles and rights

• To recode or merge customer accounts, function right 273 — Allows to validate customers is required. By default, users with the Customer manager role have this function right.
• To recode or merge reseller accounts, function right 274 — Allows to validate resellers is required. By default, users with the Reseller manager role have this function right. This is only available for the company account type.

Note:

• For more details on function rights, go to Modules ? System ? Setup ? Security ? Function rights.
• For more details on roles, go to Modules ? System ? Setup ? Security ? Roles.

What version are you using?

The information in this document is applicable to product update 255 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I recode accounts?

1. Under the General section at Account: Type, select the required account type as described in the following:
• Company – Select this check box to display company accounts.
• Person – Select this check box to display person accounts.
2. Define the required search criteria, and then click Show.
3. Click the required account hyperlink in the Account name column.
4. Click the Actions button. The Account: Actions page will be displayed.
5. Click Recode: Account. The Account: Recode page will be displayed.
6. Under the Recode section, type the new account code at New code.
7. Click Save. The message “Confirm: Recode: Account” will be displayed.
8. Click Yes.

How do I merge accounts?

1. Under the General section at Account: Type, select the required account type as described in the following:
• Company – Select this check box to display company accounts.
• Person – Select this check box to display person accounts.
2. Define the required search criteria, and then click Show.
3. Click the required account hyperlink in the Account name column.
4. Click the Actions button. The Account: Actions page will be displayed.
5. Click Merge: Account. The Accounts: Actions page will be displayed.
6. Click the Advanced >> button to display the Advanced section whereby you can filter the results displayed.
7. Select an existing account to be merged with this account, and then click Merge. Another Accounts: Actions page will be displayed.
8. In the Copy section, select the details of the account to be copied over to the account in the Account: Existing section.
9. Click Merge. Once merged, the account in the Copy section will be deleted from the system, and the account in the Account: Existing section will be retained. Details of the account selected in step 5 will be filled or overwritten in the account card of the account that remains in the system.

Related documents

• Recoding accounts
• Validating accounts
• Viewing company account cards
• Viewing person account cards