Account Source Browse
Purpose
To provide a list of Account Source Details that have been established
Access
- Account | Edit/View Account Source Details
- [F2] Lookup on Source Details field
Search Criteria
Related Articles
Account Source Details
Purpose The Account Source Code is used to identify accounts by a user defined code. Often used to identify the origination point of the account. Examples: Broker associated with the Account Staff members who are paid commission for introducing new ...Account Program Browse
Purpose To provide a list of Account Programs that have been established Access Accounts | Edit/View Account Program Details Search Criteria Browse Specific Search Criteria Field Explanation Discount Source [F2] Lookup Account Program Discount SourceAccount Program Line Details
Purpose Used to specify the rules required for the calculation of Dealer Monthly Commission Access Accounts | Edit/View Account Program Lines | Account Program Browse | Account Program Details | Dialog Details Details Specific Fields Field ...Account Program Discount Source Browse
Purpose To provide a list of Program Discount Sources that have been established Access Account | Edit/View Account Program Discount Source [F2] Lookup on Discount Source field in the Account Program Search CriteriaAccount Program Discount Source Details
Purpose Set up of discount source percentages to apply to an Account Program, so that Monthly Commission may be calculated. If a discount source has been added to an account program, and that discount source has a discount rate associated with it, ...