2.2.2 View Account Class

This topic describes the systematic instructions to view the list of configured account classes.

1. On Home screen, click Corporate Account Configurations. Under Corporate Account Configurations, click Account Class.
2. From Account Class, click View.
   The View page displays the account classes in the tile view.

   Figure 2-20 View Account Class Records - Tile View

   
   

   
   Description of "Figure 2-20 View Account Class Records - Tile View"

   
   

   Tip:

   Click or to switch between the views.

   For more information on fields, refer to the field description table.

   Table 2-19 View Account Class- Field Description

   Field	Description
   Account Class	Displays the Account Class name.
   Description	Displays the description of the Account Class.
   Account Type	Displays the type of the Account Class.
   Status	Displays the status of the record.

   The following table describes the action items in the More Options icon and the action items on the page.

   Table 2-20 Action Items Description

   Action Item	Description
   Unlock	Unlock a record and make amendments.
   Close	Close a record to prevent it from being unlocked and amended.
   Copy	Copy a record and launch the Account Class Maintenance screen in edit mode.
   View	View the details of a record.
   Delete	Delete a record. Note: Once deleted, the record can no longer be used to define an entity. But entities already defined using the record can continue to use it.
   Reopen	Reopen a closed record.
   Authorize	Authorize a record to make it active and available to define entities. Note: Creator of a record cannot authorize the component. Another user with authorize permissions can.
   Audit	Select to view the Maker, Checker, Status, and Modification Number of the record.
   Errors and Overrides	Select to view all existing errors or warnings on the page.

   Note:

   The actions user can perform depend on role and the record status.
3. To unlock and update an Account Class follow the steps below:
   1. Click More Options and select Unlock.
      The Basic Details screen in the Account Class Maintenance page displays.

      Figure 2-21 Unlock an Account Class

      
      

      
      Description of the illustration view-account-class-unlock.png

      
      
   2. Update the required fields on the Basic Details screen.

      Note:

      To know more about updating the data entry screens and the field descriptions, see Create Account Class.
   3. Click Next to move to the next data entry screen or click the required data entry screen listed at the top of the page.
   4. Select or specify the required changes in the selected data entry screens.
   5. Click Save & Close.
      The Save and Close confirmation dialog displays.
   6. Enter desired remarks and click Confirm.
      A toast message confirms that the record is saved successfully.
4. To View the details of an Account Class, follow the steps below:
   1. Click More Options and select View.
      The Account Class Maintenance page displays the account class data screens in tiles.

      Figure 2-22 View an Account Class Details

      
      

      
      Description of "Figure 2-22 View an Account Class Details"

      
      
   2. Click or Next, if present, in a data screen tile.
      The corresponding dialog displays all the information present in the data screen.