Defining an Account for a Prospect Person

Prerequisites

To define an account for a prospect person, you should have:

  • Customer classes defined in the application

  • Bill cycles defined in the application

  • Currencies defined in the application

  • Characteristic types defined in the application (where the characteristic entity is set to Account)

  • Account identifier types defined in the application

Procedure

To define an account for a prospect person:

  1. Ensure that the Prospect Account screen is open when you are defining or editing a prospect person.

    The Prospect Account screen contains the following sections:

    • Prospect Account List - Lists the accounts which are defined for the prospect person.
      Note: By default, the Prospect Account List section does not appear. It appears when you define an account for a prospect person.

    • Main - Used to specify basic details about the prospect account.

    • Prospect Account Characteristics - Used to define a list of characteristics for the prospect account.

    • Prospect Account Identifiers - Used to associate identifiers with the prospect account.

    The Main section contains the following fields:

    Field Name Field Description Mandatory (Yes or No)
    Prospect Person ID Indicates the prospect person for whom you want to define the account. Not applicable
    Prospect Account ID Indicates the account identification value that is generated for the prospect person.
    Note: By default, the Prospect Account ID field is in the read-only mode. The account identification value is created automatically when you click the Save button on the Prospect Account screen.
    		 Not applicable
    Customer Class Used to indicate the customer class to which the account is associated. Yes (Conditional)
    Note: This field is required when you are defining an account for a prospect person.
    Division Indicates the division to which the prospect person is associated for whom you want to define the account. Not applicable
    Set Up Date Used to specify the date from when the prospect account is available for calculating the financial summary of the deal. Yes (Conditional)
    Note: This field is required when you are defining an account for a prospect person.
    Invoice Currency Used to indicate the currency in which you want the financial summary of the prospect account to be calculated for the deal. Yes (Conditional)
    Note: This field is required when you are defining an account for a prospect person.
    Bill Cycle Used to indicate the time interval in which you want to create the financial summary of the account for the deal. Yes (Conditional)
    Note: This field is required when you are defining an account for a prospect person.
    Access Group Indicates the users who can view and edit the details of the prospect account.
    Note: By default, the Access Group field is in the read-only mode.
    		 Not applicable
  2. Enter the required details in the Main section.
  3. Define characteristics for the prospect account, if required.
  4. Associate identifiers with the prospect account, if required.
  5. Click Save.
    The account is defined for the prospect person.

Related Topics

For more information on... See...
How to edit a prospect account Editing a Prospect Account
How to define a characteristic for a prospect account Defining a Characteristic for a Prospect Account
How to associate an identifier with a prospect account Associating an Identifier with a Prospect Account