Account Groups

Type:    Form
Description: Provides access to account group codes information and modification options.
Items:


Account Group Code Search

Includes various search creteria to find an appropriate account group code.
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Find
Executes search based on predefined criteria.
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Clear
Clears any selected criteria - resets the form to its original state.
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Code
Search criteria to locate account group code by its unique code.
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Create Date
Search criteria to locate account group codes within the certain date range.
Either beginning or end date is necessary.
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Name
Search criteria to locate account group code with a specific name by entering either full name or partial name.
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Active
Search criteria to locate account group code by activity status.
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All
Default value.
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Yes
Indicates whether the status of the account group code in the system is active.
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No
Indicates whether the status of the account group code in the system is not active.

Account Group Code List

Includes account group codes found based on the search criteria specified.
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Code
Identifier of the object used for references; auto-incremented integer value.

References: Account Group Code.Id
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Name
Name of the account group within the system.

References: Account Group Code.Name
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Active
Indicates whether the record is active in the system.

References: Account Group Code.Is Active
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Edit
Allows to review and edit the selected account group code.
Opens Form: New Account Group Code
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New
Allows to create a new account group code.
Opens Form: New Account Group Code

New Account Group Code

Includes various settings for creation of a new account group code.
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Save
Saves all the changes on the form.
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Cancel
Closes the form without saving any changes.

General

Includes general information about the created account group code.
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Merchant/Account
Code of Merchant Account to which instance of this object is attributed to.
Depending on the context, Merchant Account Code field may contain either Merchant Code or Merchant Account Code.
The field is primarily used for data partitioning and data management, to make it easy to determine the ownership of a record within the database.

References: Account Group Code.Merchant Account Code
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Create Date
Date when the record was created.

References: Account Group Code.Create Date
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Active
Indicates whether the record is active in the system.

References: Account Group Code.Is Active

Account Group Code

Includes various account group code creation options.
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Code
Identifier of the object used for references; auto-incremented integer value.

References: Account Group Code.Id
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Name
Name of the account group within the system.

References: Account Group Code.Name