Accounts - Default Logic Updated for Accounts When Status Changes from Prospect to Active (15936) [Enhancement]

The following default setting logic has been updated to accounts when the status changes from Prospect to Active:

  1. In Account Class Setup, values found in the Default Account Term, Default Account Credit Limit, and Default Rebate Payment Type fields will auto-populate for the account.
  2. By default, 'Auto Status Update' and 'Apply Finance Charges' check box fields in Edit Account (Settings) will default to being checked. 


Pathway: Accounts > Search > Accounts; Setup > Account > Account Class