To Create an Account Class

You use the Account Classes (GL202000) form to create an account class.

Note:
To open any form, you can navigate to it or search for it (by its name or by its form ID without periods). For more information about search capabilities, see Search.

To Add a Class

  1. Open the Account Classes (GL202000) form.
    Tip:
    To open the form for creating a new record, type the form ID in the Search box, and on the Search form, point at the form title and click New right of the title.
  2. On the table toolbar, click Add Row.
  3. In the Account Class ID column, type the unique identifier for the account class.
  4. If needed, in the Type column, change the type of the class.
  5. In the Description column, briefly describe the class.
  6. On the form toolbar, click Save.

You can later delete the account class only if no accounts have been associated with it.