Omit Prospect Accounts

When creating new job records the system allows you to link the job to a sales account.

When selecting the account records, accounts set as prospects were available for selection allowing you to budget a job prior to quoting. This new feature allows you to restrict the entry of jobs to only live accounts for users who don’t require this option.

Installation

System Profiles

A new parameter has been added to the job costing system profiles to prevent the selection of prospect accounts. To set select Installation from the main menu and then select to Lock Out All Systems. Once locked choose System Profiles and then the Job Costing application.

Prevent Selection of a Prospect Account – set this option to omit sales accounts flagged as a prospect from selection.Once set prospect accounts will not show when using the F4-Select option to choose an account and will reject if a prospect account code is manually entered.