Business Account Classes: Assessment Test Questions

  1. What is a business account class in Acumatica ERP?
    • A type of account that is only available to premium users (incorrect)
    • An entity that provides the default settings for business accounts of the business account class (correct)
    • A designation for business accounts that have a high credit rating (incorrect)
  2. In which ways do business account classes in Acumatica ERP help users? Select all the correct responses.
    • Users can create business accounts faster and more accurately by filling in the default settings based on the class settings. (correct)
    • Users can group business accounts that share at least one common characteristic. (correct)
    • Users can track the number of employees and the company revenue for each business account. (incorrect)
    • Users can track the sales performance of different business account classes. (incorrect)
  3. Which settings can you specify for a business account class on the Business Account Classes form? Select all the correct responses.
    • The identifier and description of the business account class (correct)
    • The way the system determines the default owner of a business account of the business account class (correct)
    • The phone number and address of the business account class (incorrect)
    • The color scheme and font style for the business account class (incorrect)
  4. What happens if a user changes the business account class in an existing business account on the Business Accounts form?
    • The system inserts the default settings specified for the newly selected class in the business account. (correct)
    • The system automatically updates all related transactions and records to reflect the new class. (incorrect)
    • The system deletes all the data specified for the business account. (incorrect)