This function can be used for Customer or Distributors. It is likely that you will have to use the original data from your TPV to determine the search criteria for the account that you need to edit.

To locate a customer account, click on the Customer Tab.

Enter the criteria to search for the customer.

Choose the Customer/Distributor.

Click Accounts on the left .

The Accounts for the customer will be listed. Locate the account you wish to edit and click on the Account Type name.

Edit the Account Type or Detail 1 to correspond with the import record.

Click Save. The account is edited. Repeat to set up other accounts.

Repeat these steps and rerun exceptions until you have eliminated all exceptions or determine to run processing with exceptions.  If processing is run with exceptions, the exception will not be included in compensation calculations.