We are currently exploring options to streamline the process of converting business accounts (BAs) to customers in Acumatica, ensuring efficiency and maintaining control over the conversions. Our client relations team receives calls from customers who wish to place orders over the phone and pay with a credit card. In order to proceed, the client relations team adds these customers as new Business Accounts (BAs). The BAs are then converted to customers to conduct business, but only our accounts receivable team has the ability to convert BAs.
Is there a way to create an exception in Acumatica where our customer service team can ONLY convert BAs to a specific customer class, such as "Credit Card Customer," which automatically assigns them credit card terms? This would enable our customer service team to securely utilize Acumatica payments for credit card purchases. We are seeking advice on how to implement this exception effectively to ensure our customer service team can manage credit card transactions seamlessly while maintaining controlled access for conversions.
Furthermore, we would greatly appreciate any recommendations or examples from users who have successfully implemented workflows that streamline the conversion of Business Accounts (BAs) to customers, especially those that include assigning specific payment terms. Insights into how companies manage this process efficiently, maintaining control while allowing customer service teams to handle credit card transactions, would be incredibly valuable. Sharing best practices and practical examples will help us adopt a better system that enhances our operations and customer experience.
Thank you in advance for any feedback!!!
