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On Sales folder, click the Account Status Codes menu. If there is no existing record yet, this will open a new Account Status Code screen. The Account Status Code search grid will be docked at the center panel. From here, you can open an existing record or add a new record by clicking the New button.

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There are two ways to view an Account Status Code screen.

From Account Status Codes menu

  1. On Sales folder, click the Account Status Codes menu. If there is no existing record yet, this will open a new Account Status Code screen. The Account Status Code search grid will be docked at the center panel.


From Entity (Customer) screen

  1. Open a Customer Entity record.
  2. On Entity screen | Customer tab | Detail tab, click the Status magnifying button. If the Status field is not blank, the button will open the Account Status Code record assigned to the customer. Otherwise, it will open a new Account Status Code screen.

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