The following is a list of setup areas related to Account Profiles.
Before you begin…
The following is a suggested order of initial setup of the Account Profile system.
1. Create Account Setup and Customer Setup records (using Microsoft Dynamics GP), if needed
2. Create a list of services and supported status for the services, then create Account Profile Service Status Setup and then Account Profile Service Setup records
3. Create a list of accounts, account contacts, and order defaults desired. Create Account Profile Setup records
4. Update Security Profile Setup records for personnel to access Account Profile functionality
5. If utilizing the Monitor Orders Service, then view this topic for additional setup areas needed
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Setup Area |
Description |
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Use this setup to define accounts assignable to the profile through the Account field in Account Profile Setup. | |
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Define the list of services available to a profile within this setup. | |
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Define the values available to users when the set the service status within Account Profile Setup and when overriding services through Service Override. | |
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Define profiles and default data assignable to orders for commonly referenced accounts using this setup. | |
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If you company wants to have personnel notified when key changes affect an account order, then additional setup is needed in the following: Email Services Setup and Administration
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Define user access to the Account Profile tab through this setup. |