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Creation of ACCOUNT through AA.PRODUCT setup
- kartsnek
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5 years 8 months ago #21820
by kartsnek
Creation of ACCOUNT through AA.PRODUCT setup was created by kartsnek
How to create an ACCOUNT ( like ACCOUNT record creation ) through AA product?
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- shaeq2011
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5 years 8 months ago #21827
by shaeq2011
Replied by shaeq2011 on topic Creation of ACCOUNT through AA.PRODUCT setup
Hi,
Hope you have already created a customer. You need to create an arrangement choosing the product group like Current account or Savings to create an account. Select the product from the list of product for eg: savings account,click on the new arrangement and input customer id and currency. Further if any conditions req. input them and commit & Authorize the arrangement.Once the arrangement is authorized,automatically Account will be created by the arrangement, you can see the account no in the Account tab of arrangement record.
I think this was your query, creation of account.
Regards,
Hope you have already created a customer. You need to create an arrangement choosing the product group like Current account or Savings to create an account. Select the product from the list of product for eg: savings account,click on the new arrangement and input customer id and currency. Further if any conditions req. input them and commit & Authorize the arrangement.Once the arrangement is authorized,automatically Account will be created by the arrangement, you can see the account no in the Account tab of arrangement record.
I think this was your query, creation of account.
Regards,
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