Setting Up Account Management Groups

Users are informed that something requires their attention by entries that appear in To Do lists.

You can optionally use account management groups (AMG) to define the respective role to be assigned to To Do entries that are associated with an account and a given To Do type. For example, you can create an AMG called Credit Risks and assign this to accounts with suspect credit. Then, whenever an account-oriented To Do entry is created for such an account, it will be assigned a role based on the Credit Risks AMG. Refer to Assigning A To Do Role for more information..

Note: Account management groups are optional. You need only set up account management groups (and link them to accounts) if you wish to address specific To Do entries associated with specific accounts to specific roles.

Account management groups are defined using Admin Menu, Account Management Group.

Description of Page

Enter an easily recognizable Account Management Group code and Description for each account management group. Use the grid to define the To Do Role to be assigned to entries of a given To Do Type that are associated with accounts that reference the Account Management Group.

Note: Only To Do entries that are account-oriented take advantage of the roles defined for an account management group (because only accounts reference an account management group).

Where Used

Follow this link to view the tables that reference CI_ACCT_MGMT_GR in the data dictionary schema viewer.