Creating Business Accounts: Assessment Test Questions

  1. How can you create a business account in Acumatica ERP? Select all the correct responses.
    • By using integration with external map services (incorrect)
    • Manually on the Leads form by clicking Create Account on the More menu, filling in the needed settings, and clicking Create and Review or Create (correct)
    • Manually on the Business Accounts form (correct)
  2. What does a business account represent in Acumatica ERP?
    • A record that is used exclusively for tracking the financial transactions of your company (incorrect)
    • A record that stores personal employee details for payroll purposes (incorrect)
    • A record that represents a company or a person that your company deals with (correct)
  3. Which of the following types of records can you relate with a business account.
    • Leads (correct)
    • Contacts (correct)
    • Sales orders (incorrect)
    • Purchase orders (incorrect)
  4. How does the system use a primary contact that is specified for a business account?
    • The system uses the primary contact's details and address settings by default for any related records and documents. (correct)
    • The system restricts access to the business account to only the specified contact. (incorrect)
    • The system links the communication preferences of the primary contact to the business account. (incorrect)
  5. What happens if you clear the Business Account box on the Contacts form for a primary contact of a business account?
    • The system clears all settings related to the primary contact in the business account. (correct)
    • The contact remains a primary contact for the business account, but its information is no longer associated with the business account. (incorrect)
    • The system assigns a new primary contact to the business account automatically. (incorrect)
  6. What information does the system automatically copy to a new business account from a lead if you create the business account based on the lead?
    • The contact information (correct)
    • The financial information (incorrect)
    • The marketing materials (incorrect)
  7. What can a business account be extended as? Select all the correct responses.
    • A vendor (correct)
    • A customer (correct)
    • A partner (incorrect)
    • A competitor (incorrect)