The Accounts table is used to maintain all Customer/Bill-To and Hauler/Vendor account information in the database. The Account Type selection eliminates the need for two separate tables. Use this table to:
- Add or Edit accounts
- Set account defaults such as Ticket Type, Material, Price Table, Tax Code etc.
- Add or Edit trucks and truck information within an account
- Configure and maintain Freight charges and payable tables
- Add or Edit system messages
- Set custom accounting terms and quickly view account balances
- Inactive – When checked, this account is inactive. It will not appear in any drop down lists on other screens. Revoked - When checked, this account is revoked. It will still appear in drop down lists on other screens but no transactions can be processed against it.
To add new, edit existing, or delete accounts, select Maintain | Accounts. A window similar to the following will appear.
