Account Profile
The Account Profile screen allows you to create a new account profile.
To open the Account Profile screen, click the Need to create an account? Click here to add link on the Account Lookup screen.
The fields on the Account Profile screen are:
| Field | Description |
|---|---|
| Account Number | The base account number. |
| Profit Center | Used to define the department and location of the account. Profit center codes are setup on the Profit Centers screen accessed through the Configuration Quick Links screen. |
The recommended Profit Center Departments are:
| 0 | Balance Sheet |
| 1 | Administration |
| 2 | Equipment Sales |
| 3 | Parts |
| 4 | Service |
| 5 | Rental |
| 6-9 | User defined departments |
Note: Profit Center Department codes are customizable and may appear differently depending how your system was originally set up.
Use these buttons to complete your work on the Account Profile screen:
| Button | Function |
|---|---|
| Save | Saves changes made to the Account Profile screen. |
| Close | Closes the Account Profile screen without saving changes and returns to the Account Lookup screen. |