About Customer Accounts
Before you can create sales invoices for the goods and services that you sell, you must set up each customer Person or company that buys goods or services from your organization. as an account In this context, accounts are organizations or people that you conduct business with, such as customers or vendors. Account is a standard Salesforce object. Certinia accounts can be any Account Record Type..
Accounts are part of the underlying Salesforce platform. If you are an existing Salesforce user, you might have some accounts set up. You can use accounts of any record type with Accounting. For more information about accounts, see the Salesforce Help.
Each customer account must have an appropriate accounts receivable (AR) control account assigned to it. When the customer account is specified on a document, this GLA is used to create the appropriate posting to the general ledger Central repository for all your business transactions. Each transaction is posted to a general ledger account.. To save time, and to avoid potential errors, you might want to set an AR control account to use as a default on accounts. See Account and Account Type Settings for more information.
If your companies trade with the same vendor accounts, you can associate an account with multiple companies using the Multiple Companies Configuration feature. For more information, see Multiple Companies Configuration Overview.
To set up a customer account:
- Customize the page layout of your Account pages to include selected custom sections, fields and related lists. See "Customizing Page Layouts" in Administrator Setup (First Install) for more information.
- Create or edit your customer account details.
- Click Save to save your unvalidated customer account.
- Click Validate Customer on the account detail page.
- Click Back to Account and, if necessary, correct any reported errors.
- [Optional] Repeat the validation until you get a success message.
- [Optional] Click Validate Billing Address and Validate Shipping Address if your org is enabled for external tax calculation and you want to verify that the addresses are valid (typically only US and Canadian addresses are recognized). See Validating Addresses for External Tax Calculation for more information.
- Click Save.
If you use the Multiple Companies Configuration feature, when you validate your account several fields related to the accounts receivable and accounts payable control GLAs, credit terms, and the tax status are validated. For more information, see: