Account Warning Indicator Details

Account Warning Indicator Details

Purpose

Warning Indicators are used as an alert to an important piece of information about the account that is being viewed. The Account Warning can be set to create a ‘popup’ message that appears when the account is accessed.

A number of reports can be run in a report order of ‘Warning Indicator’.

Warning Indicators are most often used for Credit Control purposes, but are user-definable so may be set up with other information.

Timing

Setup of new Warning Indicators or alterations to existing codes can be completed at any time

Access

  1. Accounts | Edit/View Account Warning Indicators
  2. Lookup field on account and report dialogs containing these codes

Dialog Details


Details Specific Fields

Field
Explanation
Display Warning
Check this box on if the warning should display in a pop up when the Account Details dialog is edited
Confirm Warning
Check this box on if the warning needs to be confirmed as correct / still applicable once it has displayed

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