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Exact Synergy Enterprise   
 

Validating accounts

Menu path

Modules ? Customers ? Reports ? Accounts ? Search

Introduction

In general, there are two different types of accounts, namely company account and person account. The word “account” is used to describe both the company account and the person account in generic term.

This page allows you to validate accounts. By default, the accounts with the same name as the selected account displayed in the validation results can be merged. For more information on merging company accounts, see Merging company accounts. For more information on merging person accounts, see Merging person accounts. You can also perform advanced search for validating specific accounts on this page.

Roles and rights

  • To validate customers, function right 273 — Allows to validate customers is required. By default, users with the Customer manager role have this function right.
  • To validate resellers, 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 260 and higher. If you have versions lower than this, certain features explained here will not be applicable.

How do I validate duplicated person 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 Actions.
  5. Click Merge: Account.
  6. Click Advanced >>. The Advanced section will be displayed.
  7. Define the filter criteria, and then click Search. A list of validated results will then be displayed.

Keep in mind:

  • Validating or merging different types of accounts, such as company accounts with person accounts, are not allowed. You can validate or merge a company account with another company account or a person account with another person account.
  • To be able to validate person accounts, the Natural persons check box under the Persons section must be selected (go to Modules ? Customers ? Setup ? Other ? Settings, click Edit).

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Related documents

     
 Main Category: Support Product Know How  Document Type: Online help main
 Category: On-line help files  Security  level: All - 0
 Sub category: Details  Document ID: 15.501.248
 Assortment:  Date: 05-02-2018
 Release: 250  Attachment:
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