Account Settings

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How do I make sure that some account types can not be created?

You can do so by linking a function right to the account type which you do no wish to be created in the settings for Accounts [Menu Customers, Setup, Other, Settings].

Of course the users who can create accounts should not have this function right.  Please refer to the following example.  In this Example, the function right 45 ‘View Consolidated Statement’ is linked to the account types Prospect (Company) and Prospect (Person).

A user without this right can not select these types while creating a new account. The types are not visible.

This information was found in Exact’s website – Document #25,513,743.