Account Codes is one of the selections available from the File > Configure menu in Customer Maintenance. (Note: Account Codes is also a field in Customer Maintenance).
The purpose of Account Codes in Customer Maintenance is to allow you to include or exclude customers on reports. For example, you may want to:
Assign a code of P to all of your paint contractors. Then you can run sales analysis reports for those accounts to determine the profit margin for that customer group.
Assign a code of T to all your transfer accounts. Then you can exclude them from the reports you run for your regular charge accounts.
There are two methods for setting up account codes in Customer Maintenance. You can use one or both methods. The topics in this book describe the first method.
You can have your own code descriptions to tell what each code means, and a user-defined choice list for each code. Once you have set up these descriptions and/or choice lists, you can see the code description and choices in Customer Maintenance.
You can simply enter codes on customer accounts, but not define a description or choice list for them in the Eagle system. With this method, you might want to keep a written list of what your codes mean, since you are not storing this information in Eagle.
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