Deleting Special Account Schedule and Default Action Item View for a Customer

Procedure

To delete a special account schedule or default action item view for a customer:

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. If the customer for which you want to delete the special account schedule or the default action item view is not displaying in Search Results, enter information to identify the customer, and click Search.
   The Search Results section displays the customers that match the information you enter.

4. Select the check boxes in the rows for the customers for whom you want to delete the special account schedule or the default action item view, and click Delete.
   If the customer was set up as a special account, the special account schedule is no longer used when new invoices for the selected customer go through the strategy execution. Any invoices for the customer that have already gone through the strategy execution as a special account remain unchanged by the deletion.
   If the customer had a default action item view set up, the action item view for this customer now defaults to Show All.