Business Accounts: Configuration Prerequisites

Before you start creating business accounts in MYOB Acumatica, you must be sure that the system has been configured properly and that all required entities have been created, as described in the following sections.

Enabling the Needed Features

On the Enable/Disable Features (CS100000) form, the following features must be enabled.

• Customer Management: This feature provides the customer relationship management (CRM) functionality, including lead and customer tracking, as well as the handling of sales opportunities, contacts, marketing lists, and campaigns.
• Duplicate Validation in the Customer Management group of features: Provides the duplicate validation functionality.

Configuring the System

Before you start creating business accounts in MYOB Acumatica, you need to make sure that the following tasks have been performed:

• On the Customer Management Preferences (CR101000) form, all necessary settings have been specified and saved to the system.
• On the Business Account Classes (CR208000) form, the needed business account classes with the necessary settings and attributes have been created.