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- Open Sales folder and click the Account Status Codes menu. If there are existing records, this will open the Account Status Code search grid. Otherwise, a new Account Status Codes screen will be displayed. If search screen is rendered, proceed to step 2. If the Account Status Codes screen is rendered, continue to step 3.
- On search grid, click the New toolbar button.
- Enter a Status Code and its Description. Refer to Account Status Codes for the description of each fields.
- Click Save button.
Note: If the integration is enabled, the Status Code field will be disabled upon saving.
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