Adding Customers as Special Accounts

Procedure

To add customers as special accounts:

1. Select Admin.
   The Admin Home Page appears.

2. From the Business Administration tab, select Special Account Setup.
   The Special Account Search screen appears. The Search Results section displays the accounts that have already been added as special accounts or that have been set up for a specific action item view.

3. Enter information to locate the customer you want to add as a special account, and click Search.
   The Search Results section displays the customers that match the information you enter.

4. Do one of the following:

• If neither a special schedule or action item view has been set up for the customer, select the check box for the customers that you want to add as special accounts, and click Add.
  The Define Special Account screen appears.

Note: You can select multiple customers that appear on the screen if you are adding the same schedule for them.

• If either a special schedule or action item view has been set up for the customer, select View/Edit in the row for the customer
  The Define Special Account screen displays the setup that has been done.

5. At the top of the screen, select the Is Special check box.
   The Special Account Setup section of the screen is activated.

6. Select one of the following:

• Weekly to have the action items appear once a week and auto tasks to execute once a week.
  The screen refreshes to display the working days of the week. Select a day.

• Monthly to have the action items appear once a month and autonomous tasks to execute.
  The screen refreshes to display a box to enter the day of the month you want to have the action items appear. Enter the day of the month.

7. From the Schedule Type list:

1. Select Nearest to schedule the action items for the day of the week that is closest in time to the strategy determined due date. This date could be before or after the strategy determined due date.

2. Select Next to schedule the action items for the next time that working day of the week occurs after the strategy determined due date.

8. Click Save.
   eCredit uses the special schedule for action items for this customer as invoices go through the strategy execution. Any invoices for this customer that have already gone through the strategy execution are not affected by this special schedule.