Modules ? Customers ? Entry ? Entry ? Accounts batch entry
Instead of having to create accounts one by one, this batch entry feature allows you to create up to 10 accounts on a single screen. This helps improve efficiency and makes it more convenient when creating many accounts.
All users can search for the created accounts.
Note:
The information in this document is applicable to product update 259 and higher. If you have versions lower than this, certain features explained here will not be applicable.
Click this to exit.
Click this to save the accounts.
Click this to save the accounts and create another set of accounts.
Click Customise at the title bar to customize the fields or sections. You can add or remove existing criteria based on your preferences by selecting or clearing the relevant check boxes. You can also specify the columns to show at the entry grid section as well as the order of the columns. Columns that are mandatory fields have an asterisk (*) at the beginning. Select Freeze check box under the Freeze: Columns section to freeze the first column when you scroll the entry grid horizontally. Click Save to save the settings, Default to reset your selections to the default setting, or Close to exit without saving.
The following fields allow you to specify a common data for the new accounts that will be created. Typically, this is useful for certain information such as Classification, Sector, and Subsector when you are recording accounts that are from the same area.
Type or select a project to be linked to the accounts.
Note: Only the project owner or creator and users with the Controller, F&A Staff, or Marketing Manager roles can link accounts to a project.
Type or select a manager for the accounts. This is mandatory if the account type is Prospect.
Type or select a division to be linked to the accounts. This is mandatory.
Type or select a classification for the accounts.
Type or select a reseller to be linked to the accounts. This is mandatory if the account type is Prospect.
Type or select a sector for the accounts.
Type or select a company size for the accounts.
Type or select a rating for the accounts.
Type or select a subsector for the accounts.
Type a note for the accounts. Click Timestamp to include the name of the user, date, and time in the note. Click Full screen to view the Remarks field in a new window.
This section allows you to fill the details of the accounts. Up to 10 rows are displayed. You can change the columns by clicking Customise at the title bar. Up to 15 non-mandatory columns are supported. The values entered here will take precedence over those entered in the Default field section. All mandatory fields in the entry grid must be filled. Mandatory fields that are not shown in the entry grid will be updated when the individual accounts are edited later.
You can remove entries by clicking Delete. Mandatory fields are denoted by .
For Prospect type accounts, there will be system-defined mandatory fields. These include Request: Description, Request: Item, and Request: Amount. This is relevant only if the Forecast: Process option is enabled under the Prospect section at Modules ? Customers ? Setup ? Other ? Settings. Apart from that, you can also specify other mandatory fields by going to Modules ? Customers ? Entry ? Entry ? Account. Click Prospect, and then click Customise. Next, select the relevant fields under the Request section. This will ensure that all required fields are filled when a prospect account is created since a request will be created along with the account.
You can save the criteria defined in the Default field section as a template. For more information, see Creating and modifying search templates.