Account Class

Use this option to define different types of agents, such as rural, urban, garage, or alternative. Demographics can then be defined based on these account classes.

Note: Account classes are assigned to accounts at the account level, during account setup or account activation. The account class will also be visible on the main account screen in Route Service.

To define an account class:

1. Select Distribution | Account Setup | Account Class to display the Account Class Setup screen.

   
2. Click the Add icon and enter information in the fields described below.

   Field	Type	What to enter
   ACCOUNT CLASS	open (12)	Enter an account class ID.
   DESCRIPTION	open (30)	Enter a description for this account class.
   START DATE	date	Enter the first date this account class can be used.
   END DATE	date	Enter the last date this account class can be used.

3. Click OK to save the account type in the database or Add Another to save the existing record and add another account type.