Business Account Classes: Implementation Activity

The following implementation activity will show you how to create a business account class.

Attention: You will perform this activity by using the U100 dataset. In U100, you can also view examples of CRM classes that have been already created and contain all additional settings. If you have configured a company with basic settings and you want to practice creating a CRM class in this company, use the admin user to complete the activity.

Story

Suppose that you are an implementation consultant for the SweetLife Fruits & Jams company. You need to create a new business account class, BIGSTORE, and make it the default class to be specified for each newly created business account. This class will be used for SweetLife's business accounts that represent supermarket chains.

Process Overview

In this activity, you will do the following:

  1. Create a business account class on the Business Account Classes (CR208000) form
  2. Specify the created class as the default business account class on the Customer Management Preferences (CR101000) form

System Preparation

Before you start creating a business account class, you should do the following:

  1. Launch the MYOB Acumatica website with the U100 dataset preloaded.
  2. Sign in to the system as implementation consultant Kimberly Gibbs by using the following credentials:
    • Username: gibbs
    • Password: 123
  3. Make sure that on the Company and Branch Selection menu, in the top pane of the MYOB Acumatica screen, the SweetLife Head Office and Wholesale Center branch is selected.

Step 1: Creating a Business Account Class

To create the BIGSTORE business account class, do the following:

  1. On the Business Account Classes (CR208000) form, add a new record.
  2. In the Summary area, do the following:
    1. In the Business Account Class ID box, enter the new class identifier: BIGSTORE.
    2. In the Description box, type the following brief description of the class: Chain of supermarkets.
    3. Make sure that the Internal check box is selected to hide all records of the class from the Customer Portal users.
  3. On the form toolbar, click Save.

You have created the new business account class.

Step 2: Specifying the Default Business Account Class

To select the BIGSTORE business account class as the default class for newly created business accounts, do the following:

  1. Open the Customer Management Preferences (CR101000) form.
  2. On the General tab (Data Entry Settings section), in the Default Business Account Class box, select BIGSTORE.
  3. On the form toolbar, click Save.

You have specified the default business account class. For each newly created business account, in the Summary area of the Business Accounts (CR303000) form, the system will insert BIGSTORE into the Class box.