To set up account type, click Company tab, click ES 100 Setup,

click Accounts

click Create Account Type

1) Enter the Description of the Account Type:

2) From the Subject Type drop down menu, select whether the account type will be used for distributors, customers or both.

3) Enter a description for Detail 1, i.e. “phone number”, “account number”.  Detail 1 is used as the matching field for importing data, the description should indicate the matching field in data files provided by your TPV that will be used to match imported data to accounts in the ES100.

4) The other Detail fields can be enabled and a description entered however it is not necessary as information imported into these fields is not used by the system. To enable the “Detail” field, click the Enabled box to the right of the field.

5) Months Auto-Active: The default is 0, which means an account will not be considered active unless commissions are imported to the account. This concept of Auto-Active is only relevant to compensation plans that count Active accounts as part of meeting qualifications.  If your compensation plan does not have a qualifying count, it can be left at the default.

If your compensation plan does have a Qualifying Count that uses Active accounts to meet various qualifications then the Months Auto-active field should be set based on the company policy and compensation plan specifications.

The field enables you to establish a default time period for the account for which the accounts of this type will considered Active and thus included in Qualifying Counts, regardless of commissions being imported to the particular account.

For Example, if the company sells Z-Tel Local Phone Service, the company may want to allow the account to count towards qualifications immediately upon sign up and entry into the ES 100 even though it may be 2 or 3 months before actual commissions from Z-Tel (the third party vendor in this example) are imported.

Therefore you may want a Z-Tel account to be considered auto-active for 3 months by default. After the 3 months is over, the account would only be considered active and count towards the qualifying count if commissions are imported to the account.

6) Click Save.

7) Repeat to set up additional Account Types.

8) To Edit an Account Type, simply click on the Account Type name to open the edit screen.