Using the Account ID Screen

Type of account (Customer, Employee, Provider, or Vendor). The Search Results grid will display account records that match the account type.

Full or partial account name. If you specify a full account name, the Search Results grid will display the account record that matches the account name. If you specify a partial account name, such as "tra", the grid will display account records that contain "tra" in the account name (for example, "Train Services" and "XYZ Travel").

Full or partial account ID. If you specify a full account ID, the Search Results grid will display the account record for this account ID only. Use the wildcard character (*) to specify a partial account ID, as shown in the following examples:

Beginning date of a range of dates when accounts were opened. The Search Results grid will display account records that match the specified range of dates. Use this date in conjunction with the Opened To date to define a range. If you specify only the Opened From date, the range includes all dates from this date to the current date.

Ending date of a range of dates when accounts were opened. The Search Results grid will display account records that match the specified range of dates. Use this date in conjunction with the Opened From date to define a range. If you specify only the Opened To date, the range includes all dates before and including this date.

Beginning date of a range of dates when accounts were last changed. The Search Results grid will display account records that match the specified range of dates. Use this date in conjunction with the Changed To date to define a range. If you specify only the Changed From date, the range includes all dates from this date to the current date.

Ending date of a range of dates when accounts were last changed. The Search Results grid will display account records that match the specified range of dates. Use this date in conjunction with the Changed From date to define a range. If you specify only the Changed To date, the range includes all dates before and including this date.

Specifies the account records to display in the Search Results grid based on tagged status. Select one of the following options from the drop-down list:

• All – Displays all account records regardless of whether they are tagged.
• Tagged – Displays only tagged account records.
• Not Tagged – Display only account records that are not tagged.

Enter city name. This field allows up to 30 alphanumeric characters.

Enter state code. This field allows up to 30 alphanumeric characters.

Zip plus four. This field allows up to 30 numeric characters.

Enter the country code or name. This field allows up to 20 alphanumeric characters.

Identifier of the account.

Name of the account. This field allows up to 60 alphanumeric characters.

E-mail address. This field allows up to 30 alphanumeric characters.

Full business number, including any extension. This field allows up to 15 alphanumeric characters.

Sort name for the account. This field allows up to 13 alphanumeric characters.

Type of customer. Enter the Customer Type code or choose from the drop-down list. These are defined by the user.

What you enter as a Report To ID must be a valid account ID. If the account ID does not exist, you must create it.

Indicates whether customer accounts should not display in the Search Results grid if they have a customer type that is flagged for exclusion. To display all customer accounts regardless of exclusion, clear this check box. For information about excluding customer types from display on the Account ID screen, see Setting Up Market IDs.

Beginning date of a range of dates when accounts were first invoiced. The Search Results grid will display account records that match the range of dates. Use this date in conjunction with the First Inv To date to define the range. If you specify only the First Inv From date, the range includes all dates from this date to the current date.

Ending date of a range of dates when accounts were first invoiced. The Search Results grid will display account records that match the range of dates. Use this date in conjunction with the First Inv From date to define the range. If you specify only the First Inv To date, the range includes all dates before and including this date.

Beginning date of a range of dates when accounts were last invoiced. The Search Results grid will display account records that match the range of dates. Use this date in conjunction with the Last Inv To date to define the range. If you specify only the Last Inv From date, the range includes all dates from this date to the current date.

Ending date of a range of dates when accounts were last invoiced. The Search Results grid will display account records that match the range of dates. Use this date in conjunction with the Last Inv From date to define the range. If you specify only the Last Inv To date, the range includes all dates before and including this date.

Specifies the account records to display in the Search Results grid based on history reporting status. Select one of the following options from the drop-down list:

• All – Displays all account records regardless of whether they are selected for history reporting.
• History Report (Checked) – Displays only account records that are selected for history reporting.
• History Report (Un-Checked) – Display only account records that are not selected for history reporting.
• Disable Reports (Checked) - Displays only account records that are disabled for reporting.
• Disable Reports (Un-Checked) - Display only account records that are not disabled for reporting.

For details about selecting accounts for reporting, see the description of the Reporting option in the Edit Customer Screen topic.

Branch or location group that this account is associated with. Only the branches to which the employee has access display. If All is selected, all branches to which the user has access are considered.

To find and select a branch or location group, click the lookup () button. The Find Branch screen appears. For details, see Using the Lookup Buttons and Screens.

Selling agent code.

To find and select a selling agent, click the lookup () button. The Agent screen appears. For details, see Using the Lookup Buttons and Screens.

Grouping for customer interests (for example, SKI).

Enter the Customer Type code or choose from the drop down list. These are defined by the user.

This field is for the mail merge salutation. Type the salutation as it should appear in mail merge documents.

What you enter as a Report To ID must be a valid account ID. If the account ID does not exist, you must create it.

When checked, the results exclude employees that have NO/BLANK “Sign in”.

Indicates whether to limit query results in the Search Results grid to employees requiring a 1099 form at the end of the year. Leave this check box unmarked to query on employees regardless of 1099 form requirements.

Note: With this option selected, you can run a general ledger query that filters on employee records that are marked for 1099. For details, see General Ledger Transactions.

This field is for the mail merge salutation. Type the salutation as it should appear in mail merge documents.

Enter the full home phone number.

Travel type for this provider. Enter the travel type or select one from the drop-down list.

Identifier of a hotel property. This identifier corresponds to the Worldspan or Apollo Hotel Description (HOD) number, which was imported from Worldspan or Apollo by using the Property Import function. For more information, see Property Import. The Search Results grid will display account records that match the property ID. This field is available only if Travel Type is blank or set to H.

Note: Duplicate records could appear in the Search Results grid if both Worldspan and Apollo have the same HOD number for a hotel property.

Alpha airline code (for example, UA, AA, and CO). If the account is a hotel property, enter the hotel chain code (for example, HH, HY, or BW).

To find and select a provider short code, click the lookup () button. The Provider screen appears. For details, see Using the Lookup Buttons and Screens.

Travel type for this provider. You can edit the travel type for the provider directly in the Search Results grid. Enter the travel type or select one from the drop-down list.

Alpha airline code (for example, UA, AA, and CO). If the account is a hotel property, enter the hotel chain code (for example, HH, HY, or BW).

Percent of commission usually paid by this provider.

Indicates whether to limit query results in the Search Results grid to vendors requiring a 1099 form at the end of the year. Leave this check box unmarked to query on vendors regardless of 1099 form requirements.

Note: With this option selected, you can run general ledger queries on the GL Edit & Query screen that filter on vendor records marked for 1099. For details, see General Ledger Transactions.

Expense chart number.

Opens the Add New Account screen. Use this screen to create a new account. See Adding an Account.

Untags all tagged accounts in GlobalWare, regardless of the account type.

Searches for account IDs that match the specified search criteria and displays them in the Search Results grid. For details, see Searching for Accounts below.

Resets the search criteria fields in the top area of the screen to their default settings.

Opens the edit account screen. The name of this screen varies based on account type (Customer, Employee, Provider, or Vendor). For example, if you open the screen for a customer-type account, it is named Edit Customer. For more information, see Using the Edit Account Screens.

Deletes the tagged accounts. For more information, see Deleting Accounts.

Tags all accounts displayed in the Search Results grid. After clicking this button, the button changes to UN-TAG ALL. The UN-TAG ALL button is also displayed if any search result in the grid was previously tagged. Clicking UN-TAG ALL removes tags from all accounts displayed in the grid. For more information, see Tagging Accounts.

Opens the Make Interest dialog box. For more information, see Adding Interests.

Opens the Label Parameters dialog box. Use this dialog box to create mailing labels for a group of selected accounts. For more information, see Creating Mailing Labels.

For more information about the Mail Merge function, see Mail Merge.

Opens the Export Type dialog box. Use this dialog box to export names and addresses from the Account ID (AccountId) table. For more information, see Exporting Data.