Difference between revisions of "Main Page/Billing Rating FAQs\Account Securities"
From Emersion
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* The first step you must take is to create a new Product. This product will have certain attributes which will mean it can be assigned to an Account Security Type later. | * The first step you must take is to create a new Product. This product will have certain attributes which will mean it can be assigned to an Account Security Type later. | ||
* Go to Product - > Product Management -> New Product. | * Go to Product - > Product Management -> New Product. | ||
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[[File:2014-09-04 11 39 06-Cumulus - Products - Product Management.png]] | [[File:2014-09-04 11 39 06-Cumulus - Products - Product Management.png]] | ||
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* Create a new product, Ensuring the Product Category is Security. Choose an appropriate ledger code and default price (the price can be overridden later). As this is a physical product you won't need to concern yourself with serialised data,manufacturers and the like. | * Create a new product, Ensuring the Product Category is Security. Choose an appropriate ledger code and default price (the price can be overridden later). As this is a physical product you won't need to concern yourself with serialised data,manufacturers and the like. | ||
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* Now make your way to the Account Security Type section under the Admin Menu. | * Now make your way to the Account Security Type section under the Admin Menu. | ||
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[[File:Cumulus_-_Admin_-_Security_Types_-_New.png]] | [[File:Cumulus_-_Admin_-_Security_Types_-_New.png]] | ||
Revision as of 11:53, 4 September 2014
Creating Account Securities
- There are two steps to creating an account security.
- You must first create an account security type.
- You can then add an account security to an account.
Creating an Account Security Type
- The first step you must take is to create a new Product. This product will have certain attributes which will mean it can be assigned to an Account Security Type later.
- Go to Product - > Product Management -> New Product.
- Create a new product, Ensuring the Product Category is Security. Choose an appropriate ledger code and default price (the price can be overridden later). As this is a physical product you won't need to concern yourself with serialised data,manufacturers and the like.
- Now make your way to the Account Security Type section under the Admin Menu.
