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[1]Janice (about the next commented list item): I don't understand ... First of all, why is this a non-optional step (we are listing things that must be done)? What if the company has no interest in defining user-defined fields? (These are not settings that we are asking the reader to set up for our activities. These are settings we are telling companies to set up in their production systems.) At best, this should be an optional step, but it is not labeled as such. Also, we are referring to an entry form here. Are you really asking the reader to do something on the entry form (if so, for which contact--all of them?) or do you want some SYSTEM configuration step to be performed to cause this tab to appear? We will not use UDF for the training course in 2020 R2.2020/10/2717:38:03+03:00.